Author
@AnalizandoaWS AnalizandoaWS
grade Bx.com/AnalizandoaWS ↗
Spanish-language quality-compounder fundamentalist holding mega-cap tech and moats long-term
Posts conviction long theses and ongoing fundamental comment
trader score
+0.67
hit rate
45%
mean α
+0.44%
signals 14d
63
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 45% hit rate, +0.44% mean alpha, trader score +0.67. Their last-14d mentions, direction-adjusted, have moved +2.1% since posting (mean over 45 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @AnalizandoaWS | -0.15 | Warns that NVDA's growth quality matters more than a superficially low multiple. | — | tweet ↗ |
| 2026-08-28 | · | @AnalizandoaWS | · | Discloses a 14-position portfolio with the top six comprising about 55%. | · | tweet ↗ |
| 2026-08-28 | MSFT | @AnalizandoaWS | +0.60 | Says MSFT below $400 was an obvious opportunity based on business fundamentals. | — | tweet ↗ |
| 2026-08-28 | MSFT | @AnalizandoaWS | +0.60 | Calls the listed companies among the world's best businesses and reasonably valued. | — | tweet ↗ |
| 2026-08-28 | NVDA | @AnalizandoaWS | +0.60 | Calls the listed companies among the world's best businesses and reasonably valued. | — | tweet ↗ |
| 2026-08-28 | META | @AnalizandoaWS | +0.60 | Calls the listed companies among the world's best businesses and reasonably valued. | — | tweet ↗ |
| 2026-08-28 | AMZN | @AnalizandoaWS | +0.60 | Calls the listed companies among the world's best businesses and reasonably valued. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @AnalizandoaWS | +0.60 | Calls the listed companies among the world's best businesses and reasonably valued. | — | tweet ↗ |
| 2026-08-28 | META | @AnalizandoaWS | +0.75 | Argues META is cheap and could diversify over ten years toward a Google-like model. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @AnalizandoaWS | +0.20 | Argues META is cheap and could diversify over ten years toward a Google-like model. | — | tweet ↗ |
| 2026-08-28 | NVDA | @AnalizandoaWS | +0.55 | Frames NVDA as a durable AI-cycle winner while emphasizing long-term valuation risks. | — | tweet ↗ |
| 2026-08-27 | ICE | @AnalizandoaWS | +0.65 | Author praises ICE's durable infrastructure and record revenue, cash flow and EPS growth | +0.7% | tweet ↗ |
| 2026-08-27 | ICE | @AnalizandoaWS | +0.70 | Quarterly follow-up says ICE's fundamentals and business developments strengthened after the thesis. | +0.7% | tweet ↗ |
| 2026-08-26 | · | @AnalizandoaWS | · | Author agrees AI accelerates companies embedded in workflows and owning proprietary data. | · | tweet ↗ |
| 2026-08-26 | NVDA | @AnalizandoaWS | -0.10 | Nvidia is reported down 2% after its results. | +3.8% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.