Compass Diversified (CODI) stock calls: who's bullish, who's bearish, and their track records
As of October 8, 2026, MCAFax has logged 1 call on Compass Diversified (CODI) from 1 tracked investor: 1 bullish, 0 bearish and 0 neutral. The most recent is bullish, posted by @InvestSpecial on Apr 8, 2026 when CODI last closed at $9.61. Of 1 scored call, 0 beat the S&P 500 in the called direction over 180 days.
Not investment advice; for research and education.
Who is bullish and who is bearish on CODI?
Unique call. Only Dalius - Special Sits (@InvestSpecial) has a logged call on CODI, so there is no consensus to measure yet. A call nobody else in our database is making is, by definition, non-consensus among the voices we track.
Every logged CODI call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Apr 8, 2026 | Dalius - Special Sits (@InvestSpecial) | Bullish (long) | $9.61 | $11.06 on Oct 5, 2026 | L, -2.4 pts vs S&P 500 (180 days) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency.
The bull case for CODI
No tracked investor has a current bullish thesis on CODI.
- Archive: 1 earlier bullish call on CODI went 0-1 against the S&P 500.
The bear case for CODI
No tracked investor has a current bearish thesis on CODI.
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @InvestSpecial (Apr 8, 2026): "SOTP lands at ~$12/share vs. the stock at ~$9.6/share."
Track records of the players calling CODI
| Player | Calls on CODI | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Dalius - Special Sits (@InvestSpecial) | 1 | 4-16 | .200 | -11.7 | Ranked #8 (career) |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: October 8, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Compass Diversified (CODI)?
As of October 8, 2026, @InvestSpecial has logged bullish calls on CODI. None of them has a current open bullish call.
Who is bearish on CODI?
As of October 8, 2026, none of the investors MCAFax tracks has made a bearish call on CODI.
What is the consensus on CODI among tracked investors?
Only one tracked investor (@InvestSpecial) has a logged call on CODI, so it is a unique, non-consensus call for now.
What price was CODI at when these calls were made?
Prices at call ranged from $9.61 to $9.61. The most recent call was made when CODI last closed at $9.61. We use the last close known when each post went up.
How have past CODI calls performed?
0 of 1 scored call on CODI beat the S&P 500 in the called direction over 180 days.
Is there a contrarian call on CODI?
Unique call. Only Dalius - Special Sits (@InvestSpecial) has a logged call on CODI, so there is no consensus to measure yet. A call nobody else in our database is making is, by definition, non-consensus among the voices we track.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the CODI page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of October 8, 2026.