Author

@Hugoilcapitano Hugoilcapitano

Spanish-language long-term quality-compounder investor anchored on MercadoLibre and base-rate optimism

Posts fundamental valuation work (DCFs, normalized earnings)

trader score
+1.83
hit rate
70%
mean α
+0.36%
signals 14d
24

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: 70% hit rate, +0.36% mean alpha, trader score +1.83. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 16 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15KO@Hugoilcapitano+0.00Ticker and laughter depend on unseen media, leaving stance unclear.+0.8%
2026-10-15MA@Hugoilcapitano+0.65Calls Mastercard an excellent company to keep permanently in a portfolio.+1.2%
2026-10-15V@Hugoilcapitano+0.80Expresses continued ownership preference for Visa, supported by decade-long profit, EPS, dividend and margin growth.+2.0%
2026-10-15MA@Hugoilcapitano+0.45Expresses continued ownership preference for Visa, supported by decade-long profit, EPS, dividend and margin growth.+1.2%
2026-10-15AAPL@Hugoilcapitano+0.65Celebrates Apple's $5T market capitalization while mocking claims that the company was finished.+1.7%
2026-10-14ASML@Hugoilcapitano+0.75Regrets buying too little as ASML performs well, implying an existing bullish holding.-4.7%
2026-10-13MSFT@Hugoilcapitano+0.55Reports a realized-style 47% gain since buying Microsoft's June decline.-3.5%
2026-10-13NFLX@Hugoilcapitano+0.55Expresses a bullish preference for Netflix over an unspecified alternative.-6.5%
2026-10-13AAPL@Hugoilcapitano+0.55States the author remains long Apple and cites four successful dip-buying episodes.+1.9%
2026-10-13AAPL@Hugoilcapitano+0.25Reports a new all-time high for Apple.+1.9%
2026-10-10AAPL@Hugoilcapitano+0.65Defends Apple by citing $100 billion of free cash flow and comparing it favorably with major tech peers.+3.3%
2026-10-10META@Hugoilcapitano+0.00Defends Apple by citing $100 billion of free cash flow and comparing it favorably with major tech peers.-10.6%
2026-10-09KO@Hugoilcapitano+0.15Uses New Coke to illustrate how brand power can enable recovery from a failed change.+5.3%
2026-10-08PCAR@Hugoilcapitano+0.50PCAR's record of internally promoted, technically experienced CEOs is praised as desirable culture.·
2026-10-08AAPL@Hugoilcapitano+0.80Declares a long Apple stance backed by decade-long profit, cash-flow, margin and ROIC growth.+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.