Author

@GutierrezCap_ GutierrezCap_

Austrian-leaning quality investor pairing deep bottom-up theses with a stagflation macro frame

Posts concentrated long-term quality/value theses on individ

trader score
-0.08
hit rate
30%
mean α
-0.07%
signals 14d
10

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: 30% hit rate, -0.07% mean alpha, trader score -0.08. Their last-14d mentions, direction-adjusted, have moved +0.1% since posting (mean over 7 mentions with price data).

Recent signals10receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-27TLT@GutierrezCap_+0.10UNH and CHTR are presented as the next opportunities after prior named ideas.-0.3%
2026-08-27META@GutierrezCap_+0.10UNH and CHTR are presented as the next opportunities after prior named ideas.+1.2%
2026-08-27GME@GutierrezCap_+0.10UNH and CHTR are presented as the next opportunities after prior named ideas.-2.1%
2026-08-27CHTR@GutierrezCap_+0.45UNH and CHTR are presented as the next opportunities after prior named ideas.+3.6%
2026-08-27MU@GutierrezCap_+0.10UNH and CHTR are presented as the next opportunities after prior named ideas.-0.3%
2026-08-27UNH@GutierrezCap_+0.45UNH and CHTR are presented as the next opportunities after prior named ideas.-0.5%
2026-08-26·@GutierrezCap_·Forecasts yields above 10% within ten years if the current fiscal path continues.·
2026-08-25CHTR@GutierrezCap_+0.75Says Charter's current price will look absurdly cheap in three years.-1.0%
2026-08-24·@GutierrezCap_·Reports a 20.75% gain over the last six months without identifying the asset.·
2026-08-18·@GutierrezCap_·Warns that interest payments exceeding GDP growth create explosive debt dynamics.·

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.