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
+1.01
hit rate
80%
mean α
+0.28%
signals 14d
99
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: 80% hit rate, +0.28% mean alpha, trader score +1.01. Their last-14d mentions, direction-adjusted, have moved -0.4% since posting (mean over 90 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ASML | @AnalizandoaWS | +0.80 | Explicitly states a long ASML position and cites its moat and expanding industry. | -4.2% | tweet ↗ |
| 2026-10-16 | ASML | @AnalizandoaWS | +0.55 | Uses ASML as an example of focusing on the business through large price swings. | -4.2% | tweet ↗ |
| 2026-10-16 | MELI | @AnalizandoaWS | +0.50 | Argues MercadoLibre is a deeply integrated platform beyond marketplace and payments. | -1.3% | tweet ↗ |
| 2026-10-16 | NFLX | @AnalizandoaWS | +0.15 | Tentatively supports a leadership choice tied to live-event expansion. | -6.6% | tweet ↗ |
| 2026-10-16 | NFLX | @AnalizandoaWS | +0.15 | Gives Netflix management the benefit of the doubt on a TV-focused hire. | -6.6% | tweet ↗ |
| 2026-10-16 | NFLX | @AnalizandoaWS | -0.05 | Netflix replaced its content chief four days before Q3 results amid a 6% workforce cut. | -6.6% | tweet ↗ |
| 2026-10-15 | TSLA | @AnalizandoaWS | +0.45 | Expresses astonished enthusiasm about Tesla and Elon Musk. | +2.7% | tweet ↗ |
| 2026-10-15 | ASML | @AnalizandoaWS | +0.85 | Discloses a long-term ASML holding near $690 and says it will not be sold. | -5.2% | tweet ↗ |
| 2026-10-15 | ASML | @AnalizandoaWS | +0.30 | Brief affirmative ticker reply suggests a positive ASML preference. | -5.2% | tweet ↗ |
| 2026-10-15 | V | @AnalizandoaWS | +0.40 | Briefly indicates Visa is the author's own preferred holding. | +2.0% | tweet ↗ |
| 2026-10-15 | UNH | @AnalizandoaWS | +0.70 | Explicitly endorses a long UNH position. | +2.8% | tweet ↗ |
| 2026-10-15 | ASML | @AnalizandoaWS | +0.50 | Argues higher machine sales have underappreciated long-term margin benefits. | -5.2% | tweet ↗ |
| 2026-10-15 | NFLX | @AnalizandoaWS | +0.40 | Jefferies initiates Netflix at Buy with an $85 target and cites pricing power. | -9.3% | tweet ↗ |
| 2026-10-15 | SPGI | @AnalizandoaWS | +0.80 | Long-term bullish thesis that proprietary data makes SPGI an AI beneficiary. | +6.0% | tweet ↗ |
| 2026-10-15 | CSU | @AnalizandoaWS | +0.80 | Explicitly states a long position in CSU. | · | 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.