Author
@DimitryNakhla DimitryNakhla
grade Ax.com/DimitryNakhla ↗
Disciplined long-only quality-compounder investor specializing in toll-booth financial-data and network businesses
Publishes long-form bottom-up theses on durable, high-margin
trader score
-1.33
hit rate
45%
mean α
-1.56%
signals 14d
58
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, -1.56% mean alpha, trader score -1.33. Their last-14d mentions, direction-adjusted, have moved +2.8% since posting (mean over 41 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ASML | @DimitryNakhla | +0.35 | Argues ASML is less cyclical than commonly assumed. | -4.2% | tweet ↗ |
| 2026-10-16 | ASML | @DimitryNakhla | +0.60 | Bullish long-term thesis combines rapid service growth, valuation and ASML's critical industry position. | -4.2% | tweet ↗ |
| 2026-10-15 | · | @DimitryNakhla | · | Shares Akre Capital's Q3 holdings and investor letter without reproducing its positions. | · | tweet ↗ |
| 2026-10-15 | CSU.TO | @DimitryNakhla | +0.55 | Suggests Constellation Software may be beginning a reasonable valuation rerating. | · | tweet ↗ |
| 2026-10-15 | TSM | @DimitryNakhla | +0.50 | Views AI-related fear and further declines as reasons to watch high-quality semiconductor businesses. | -0.9% | tweet ↗ |
| 2026-10-15 | ASML | @DimitryNakhla | +0.50 | Views AI-related fear and further declines as reasons to watch high-quality semiconductor businesses. | -5.2% | tweet ↗ |
| 2026-10-15 | ORCL | @DimitryNakhla | +0.00 | Uses Buffett's quality-business maxim to frame the listed companies, though the exact mapping is ambiguous. | -6.2% | tweet ↗ |
| 2026-10-15 | ASML | @DimitryNakhla | +0.25 | Uses Buffett's quality-business maxim to frame the listed companies, though the exact mapping is ambiguous. | -5.2% | tweet ↗ |
| 2026-10-15 | TSM | @DimitryNakhla | +0.25 | Uses Buffett's quality-business maxim to frame the listed companies, though the exact mapping is ambiguous. | -0.9% | tweet ↗ |
| 2026-10-15 | CRWV | @DimitryNakhla | -0.10 | Uses Buffett's quality-business maxim to frame the listed companies, though the exact mapping is ambiguous. | -22.2% | tweet ↗ |
| 2026-10-14 | SPCX | @DimitryNakhla | +0.50 | Rejects a CRWV-SPCX comparison, citing opposite balance-sheet, CEO and moat quality. | · | tweet ↗ |
| 2026-10-14 | CRWV | @DimitryNakhla | -0.60 | Rejects a CRWV-SPCX comparison, citing opposite balance-sheet, CEO and moat quality. | -17.6% | tweet ↗ |
| 2026-10-14 | CRWV | @DimitryNakhla | -0.75 | Warns that management reassurances warrant closer scrutiny of CoreWeave's financing risk. | -17.6% | tweet ↗ |
| 2026-10-14 | CSU.TO | @DimitryNakhla | +0.35 | Suggests CSU would complement Pershing Square's portfolio. | · | tweet ↗ |
| 2026-10-14 | ASML | @DimitryNakhla | +0.70 | Praises ASML's operational excellence. | -4.7% | 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.