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
+0.84
hit rate
40%
mean α
+0.53%
signals 14d
49

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: 40% hit rate, +0.53% mean alpha, trader score +0.84. Their last-14d mentions, direction-adjusted, have moved +1.7% since posting (mean over 38 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28NOW@DimitryNakhla-0.25Highlights investors loving NOW at a richer valuation after hating it at a cheaper FCF yield.—
2026-08-26ZTS@DimitryNakhla+0.00Clarifies ZTS was merely an example, not one of the author's top stocks.-0.2%
2026-08-26CRM@DimitryNakhla+0.30Suggests CRM and SaaS are undergoing favorable mean reversion.+24.5%
2026-08-26NVDA@DimitryNakhla+0.60Reports NVDA Q2 revenue and EPS growth plus Q3 revenue guidance above estimate.+3.8%
2026-08-26DLO@DimitryNakhla+0.75Argues DLO's expanding services and 28% EPS growth show a strengthening long-term foundation.-2.1%
2026-08-26MELI@DimitryNakhla+0.30Argues DLO's expanding services and 28% EPS growth show a strengthening long-term foundation.+0.8%
2026-08-26DLO@DimitryNakhla+0.70Explains dLocal's new dMoRe product and its favorable revenue and customer-retention implications.-2.1%
2026-08-26BKNG@DimitryNakhla+0.20Lists estimated FY26-FY28 EPS CAGRs above 15%; ticker list is capped at six in input order.-1.6%
2026-08-26NFLX@DimitryNakhla+0.20Lists estimated FY26-FY28 EPS CAGRs above 15%; ticker list is capped at six in input order.+0.3%
2026-08-26MA@DimitryNakhla+0.20Lists estimated FY26-FY28 EPS CAGRs above 15%; ticker list is capped at six in input order.-0.5%
2026-08-26V@DimitryNakhla+0.20Lists estimated FY26-FY28 EPS CAGRs above 15%; ticker list is capped at six in input order.-0.6%
2026-08-26APH@DimitryNakhla+0.20Lists estimated FY26-FY28 EPS CAGRs above 15%; ticker list is capped at six in input order.-2.2%
2026-08-26SNPS@DimitryNakhla+0.20Lists estimated FY26-FY28 EPS CAGRs above 15%; ticker list is capped at six in input order.+8.0%
2026-08-25INTU@DimitryNakhla+0.15Expresses uncertainty but a slight positive lean on Intuit.+0.2%
2026-08-25NVDA@DimitryNakhla+0.25Compares valuation multiple changes while calling both businesses high quality.+2.1%

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.