The Mosaic Company (MOS) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 4 calls on The Mosaic Company (MOS) from 4 tracked investors: 0 bullish, 1 bearish and 3 neutral. The most recent is neutral, posted by @longriverCM on Oct 13, 2026 when MOS last closed at $18.85. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on MOS?
Consensus: bearish. Every current directional call on MOS points the same way (Rod Alzmann (@RodAlzmann)). EscapeFromUtopia (@utopia_escape), JC Denton Capital LP (@JCDentonCapital), and Long River Holding (@longriverCM) take a neutral or watch-only view, which is the closest thing to dissent here.
Every logged MOS call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 13, 2026 | Long River Holding (@longriverCM) | Neutral / watch | $18.85 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 9, 2026 | JC Denton Capital LP (@JCDentonCapital) | Neutral / watch | $18.74 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 9, 2026 | Rod Alzmann (@RodAlzmann) | Bearish (short) | $18.74 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 1, 2026 | EscapeFromUtopia (@utopia_escape) | Neutral / watch | $21.65 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for MOS
No tracked investor has a current bullish thesis on MOS.
The bear case for MOS
- Near-term bearish on Mosaic: asks how low MOS goes before bottoming; cites S&P deletion risk, tax-loss selling, sulfur supply issues. (Rod Alzmann (@RodAlzmann), Oct 9, 2026; source)
Neutral and watch-list views
- Frames MOS as a question of temporary downturn vs lasting loss of earnings power; watching normalized FCF. (Long River Holding (@longriverCM), Oct 13, 2026; source)
- Warns that MOS, CF and NTR could re-rate sharply higher on any positive Strait of Hormuz news, making short timing hard. (JC Denton Capital LP (@JCDentonCapital), Oct 9, 2026; source)
- Expects another weak Mosaic quarter at current sulfur prices with dividend risk; likes MOS longer term but not yet. (EscapeFromUtopia (@utopia_escape), Oct 1, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @longriverCM (Oct 13, 2026): "Cheap fertilizer stocks can get cheaper when margins and cash flow deteriorate."
- @JCDentonCapital (Oct 9, 2026): "Timing it could be hard because I'd expect them as well as CF and NTR to re-rate violently upward on any positive SoH news"
- @RodAlzmann (Oct 9, 2026): "How low does $MOS trade before bottoming?"
- @utopia_escape (Oct 1, 2026): "I maintain MOS is a buy, but not yet."
Track records of the players calling MOS
| Player | Calls on MOS | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| JC Denton Capital LP (@JCDentonCapital) | 1 | 0-0 | - | - | No scored calls yet |
| Rod Alzmann (@RodAlzmann) | 1 | 5-5 | .500 | -19.0 | Unranked (career): 10 of the 15 scored calls needed, 5 to go |
| Long River Holding (@longriverCM) | 1 | 0-0 | - | - | No scored calls yet |
| EscapeFromUtopia (@utopia_escape) | 1 | 0-0 | - | - | No scored calls yet |
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: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on The Mosaic Company (MOS)?
As of November 5, 2026, none of the investors MCAFax tracks has made a bullish call on MOS.
Who is bearish on MOS?
As of November 5, 2026, @RodAlzmann has logged bearish calls on MOS. Current bearish voices: @RodAlzmann.
What is the consensus on MOS among tracked investors?
Current calls on MOS lean bearish; no tracked investor is on the other side right now.
What price was MOS at when these calls were made?
Prices at call ranged from $18.74 to $21.65. The most recent call was made when MOS last closed at $18.85. We use the last close known when each post went up.
How have past MOS calls performed?
No MOS call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on MOS?
Consensus: bearish. Every current directional call on MOS points the same way (Rod Alzmann (@RodAlzmann)). EscapeFromUtopia (@utopia_escape), JC Denton Capital LP (@JCDentonCapital), and Long River Holding (@longriverCM) take a neutral or watch-only view, which is the closest thing to dissent here.
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 MOS page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.