# LongYield (@LongYield) on x

- id: koinon:creator:x_longyield
- url: https://koinonlink.com/kol/x/LongYield
- schema_version: 1.4

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

## Reach
- followers: 4429
- following: 1299
- posts_total: 35605
- posts_observed: 11
- posts_per_day: 22.198
- account_age_days: 1604
- verified: true
- size_tier: nano

## Engagement
- status: peak_post_only
- peak_post_engagement_rate: 0.00113
- best_post_interactions: 5
- 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: 0.9
- category_source: derived_from_recent_content
- topics: SaaS company financial performance, Real estate tech business metrics, Consumer company earnings analysis, Rule of 40 and unit economics interpretation, Stock valuation based on operating margin and revenue growth
- bio: Simplified Financial Research | Personal Opinions, Not Financial Advice | Anti-War Perspectives 🌍✌️ | Tips welcomed on my Patreon or @longyield on paypal

## Audience (inferred)
- status: present
- description: Investors and finance enthusiasts analyzing public company performance, primarily focused on SaaS, real estate tech, and consumer stocks
- roles: data
- seniority: practitioner
- pain_points: Struggling to interpret financial metrics like Rule of 40 and unit economics in SaaS companies, Finding it hard to separate headline growth from underlying profitability in earnings reports, Doubting the reliability of management narratives in quarterly results
- posts_analysed: 3
- confidence: 0.4

## Commercial (inferred)
- audience_buyer_fit: 0.3
- promotion_intent: 0.1
- open_to_collaboration: false
- contact: Koinon does not publish creator contact details.

## Quality signals
- authenticity_score: 69
- authenticity_basis: engagement_observed
- credibility_score: 69
- 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_longyield#afddb452] $OPEN Opendoor just posted its best unit economics in years. $22,000 of contribution profit per home, up from only $4,000 two quarters ago. Management says that running these numbers forward produces profitability. We ran the math. The turnaround is real. The profit is far less c (https://twitter.com/LongYield/status/1921198431927767199)
- [x_longyield#d77e98ec] Chipotle’s quarter looked strong. It was not as strong as the headline suggested. Revenue rose 9.3%, but operating income fell. Net income declined. EPS stayed flat because the share count dropped 5.3%. The business is recovering faster than the earnings model. Full deep dive: ht
- [x_longyield#d2b3cce0] Palantir’s Rule of 40 score was not 40. It was 155%. Revenue grew 93%. U.S. commercial revenue grew 149%. Adjusted operating margin reached 62%. This may have been the strongest large-cap software quarter in years. But is it already priced in? $PLTR https:

## 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=21, method=llm_persona_from_recent_content
- audience.roles: source_type=ai_inferred, confidence=0.4, freshness_days=21, method=llm_persona_from_recent_content
- audience.seniority: source_type=ai_inferred, confidence=0.4, freshness_days=21, method=llm_persona_from_recent_content
- commercial.audience_buyer_fit: source_type=ai_inferred, confidence=0.6, freshness_days=78, 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=78, 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=78, 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: 78
- audience_updated_days_ago: 21

## AI retrieval
- indexing_requests: 12
- 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_longyield
- Request removal: https://koinonlink.com/claim?k=x_longyield
- Terms: https://koinonlink.com/for-ai