# Drew Cohen (@DrewCohenMoney) on x

- id: koinon:creator:x_drewcohenmoney
- url: https://koinonlink.com/kol/x/DrewCohenMoney
- schema_version: 1.4

## Identity
- platform: x
- handle: DrewCohenMoney
- platform_url: https://twitter.com/DrewCohenMoney
- country: United States
- entity_type: creator
- person_id: Cross-platform identity not resolved for this creator.

## Reach
- followers: 11074
- following: 63
- posts_total: 2702
- posts_observed: 8
- posts_per_day: 8.018
- account_age_days: 337
- verified: true
- size_tier: koc

## Engagement
- status: peak_post_only
- peak_post_engagement_rate: 0.02592
- best_post_interactions: 287
- measurement_source: x_post_interactions
- measurement_formula: interactions on one post — likes, or likes + reposts + replies depending on the discovery path (the two are not distinguishable in the stored data)
- comparable_pool: peak_interactions
- status_note: We have only the single best observed post, so no mean exists. peak_post_engagement_rate is an UPPER BOUND, systematically higher than an average — never compare it against an average rate.
- unit_note: engagement_rate and peak_post_engagement_rate are ratios (0-1); avg_interactions_per_post and best_post_interactions are absolute counts. Read status before reading any number: a null rate has several different causes and status says which one applies here.

## Content
- category: finance
- subcategory: investing
- category_confidence: 0.95
- category_source: derived_from_recent_content
- topics: Value investing assumptions and stock price vs intrinsic val, Tech and e-commerce earnings analysis (MELI, ABNB, CPNG, APP, Valuation multiples, margins, and growth trade-offs, Company-specific updates on revenue, engagement, and market 
- bio: Teaching investing, business, and personal finance. 📝 Research: @Speedwell_LLC 📺 25k on YouTube: https://t.co/99ZgVdSKoV

## Audience (inferred)
- status: present
- description: Individual investors and retail traders focused on stock analysis, value investing, and public company financials
- roles: consumer
- seniority: practitioner
- pain_points: Missing high-performing stocks despite recognizing strong management and cheap valuations, Interpreting mixed signals in earnings reports like margin drops versus growth acceleration, Evaluating whether corporate bloat or R&D spending justifies current valuations, Tracking engagement metrics and user behavior trends across global markets
- posts_analysed: 11
- confidence: 0.4

## Commercial (inferred)
- audience_buyer_fit: 0.3
- promotion_intent: 0.2
- open_to_collaboration: false
- contact: Koinon does not publish creator contact details.

## Quality signals
- authenticity_score: 73
- authenticity_basis: engagement_observed
- credibility_score: 73
- flagged_for_review: false
- koinon_bd_grade: C — measures Koinon partner-outreach fit, not creator quality
- interpretation: Signals for triage, not verdicts. A flag means the profile is worth a manual check.

## Evidence
- [x_drewcohenmoney#ad763e2c] Embedded in value investing is an assumption that is often wrong. It is the idea that a stock price moves seperate from the intrinsic value of the business. What is missed is reflexivity, or specifically the tendency for the stock price to influence the business. I would venture  (https://twitter.com/DrewCohenMoney)
- [x_drewcohenmoney#4bb85c1e] Pretty crazy that $TEAM waited until I filmed an hour video talking about all of the corporate bloat, silly high R&D, and lack GAAP profitability despite being founded in 2002 to do something about it... Op. Margins hit 12% from 5 points of SG&A and 9 points of R&D le
- [x_drewcohenmoney#37d82b44] I've given myself a hard time for missing $AVGO. I knew it was run by a great manager, it traded at a very cheap valuation at the time (high teens multiple), and that they had several franchises that were hard to disrupt. I passed though because I couldn't figure out the RF chip 
- [x_drewcohenmoney#c4476782] https://t.co/6Q7rhZiBVQ
- [x_drewcohenmoney#871e2cba] An underappreciated take-away from $MELI earnings ad revenue grew +62% y/y They are now 10% of the LATAM digital market https://t.co/f6Js5Yf6bP
- [x_drewcohenmoney#2b4650a9] $MELI explained in one chart Margins dropped from 12.2% to 6.7% Revenue growth accelerated from 34% to 50% Is this a fair trade off? Meli video update dropping Saturday! https://t.co/Q6Z6cog804
- [x_drewcohenmoney#5f38f4e4] Am I crazy or did AI write parts of the $MELI earnings script? maybe everything just feels like it is AI written now, but lines like these really feel like a tell imo https://t.co/fO158rdEY3
- [x_drewcohenmoney#ee7b9601] $ABNB grew +13% y/y fx-adjusted GBV +15% y/y Stock is up +9% after hours https://t.co/w9sOyhcp6b

## Provenance
Every inferred field below carries how it was produced. Facts stay facts; inferences stay inferences.

- audience.description: source_type=ai_inferred, confidence=0.4, freshness_days=76, method=llm_persona_from_recent_content
- audience.roles: source_type=ai_inferred, confidence=0.4, freshness_days=76, method=llm_persona_from_recent_content
- audience.seniority: source_type=ai_inferred, confidence=0.4, freshness_days=76, method=llm_persona_from_recent_content
- commercial.audience_buyer_fit: source_type=ai_inferred, confidence=0.6, freshness_days=76, method=llm_scorer — Relative signal within Koinon indexing, not a market-wide score.
- commercial.promotion_intent: source_type=ai_inferred, confidence=0.6, freshness_days=76, method=llm_scorer
- quality.anomaly_flags: source_type=heuristic, confidence=0.5, freshness_days=108, method=profile_snapshot_and_engagement_ratio_heuristic — Means "worth a manual check", NOT confirmed fraud. Flags can be wrong and are not a verdict about the person.
- quality.authenticity_score: source_type=heuristic, confidence=0.5, freshness_days=76, method=Profile-shape heuristic from a single snapshot (follower count, following ratio, account age, posting volume, verification), reduced for engagement red flags where post engagement was collected. Where only a follower count is available the score saturates at 58. — The input set differs by platform; do not compare this score across platforms.
- quality.koinon_bd_grade: source_type=ai_inferred, confidence=0.5, freshness_days=108, method=llm_partner_fit_classifier + fit_score >= 0.6 AND authenticity >= 60 => A; fit_score >= 0.4 AND authenticity >= 45 => B; else C. authenticity < 30 or a promotional-pattern flag => quarantine. — Koinon partner-outreach fit, not creator quality.
- reach.followers: source_type=observed, confidence=0.95, freshness_days=108, method=platform_profile

## Freshness
- profile_checked_days_ago: 108
- content_analysed_days_ago: 76
- audience_updated_days_ago: 76

## AI retrieval
- indexing_requests: 9
- user_triggered_requests: 0
- note: Being indexed in bulk is not the same as being retrieved to answer a question.

## This profile
- Claim or correct: https://koinonlink.com/claim?k=x_drewcohenmoney
- Request removal: https://koinonlink.com/claim?k=x_drewcohenmoney
- Terms: https://koinonlink.com/for-ai