Author

@invertiramateur invertiramateur

Spanish-language retail fundamental investor concentrated in LATAM fintech and Argentine compounders

Publishes long-term bottom-up theses and real-time portfolio

trader score
+0.46
hit rate
50%
mean α
+0.19%
signals 14d
57

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: 50% hit rate, +0.19% mean alpha, trader score +0.46. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 37 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28LMND@invertiramateur+0.65Bought 3 HIMS shares at $29 and expects $41 soon; may sell MNDY to add favored names. — Reports a new HIMS purchase, bullish target and thesis, while considering selling MNDY.
2026-08-28HIMS@invertiramateur+0.85Bought 3 HIMS shares at $29 and expects $41 soon; may sell MNDY to add favored names. — Reports a new HIMS purchase, bullish target and thesis, while considering selling MNDY.
2026-08-28DUOL@invertiramateur+0.25Bought 3 HIMS shares at $29 and expects $41 soon; may sell MNDY to add favored names. — Reports a new HIMS purchase, bullish target and thesis, while considering selling MNDY.
2026-08-28MNDY@invertiramateur-0.25Bought 3 HIMS shares at $29 and expects $41 soon; may sell MNDY to add favored names. — Reports a new HIMS purchase, bullish target and thesis, while considering selling MNDY.
2026-08-28·@invertiramateur·Reports activation of Argentina's RIMI investment-management system and details tax incentives.·
2026-08-28MSFT@invertiramateur+0.35Notes a 32% five-month gain and suggests the lagging named stock will eventually have its turn.
2026-08-28NVDA@invertiramateur+0.35Notes a 32% five-month gain and suggests the lagging named stock will eventually have its turn.
2026-08-28LMND@invertiramateur+0.80Calls Lemonade a major small-cap bet and expects Investor Day news.
2026-08-28PYPL@invertiramateur-0.40Reports Advent and Stripe may abandon a PayPal acquisition after an indicated $60.50 offer.
2026-08-27YPF@invertiramateur+0.40Author dismisses claims that YPF's president has accomplished nothing.-0.6%
2026-08-27NFLX@invertiramateur+0.85Author presents Netflix's global content scale as a strengthening competitive moat.+2.4%
2026-08-27PAM@invertiramateur+0.30Pampa's chairman bought 78,997 shares for about $6.62 million, per Form 4.-0.9%
2026-08-27NKE@invertiramateur+0.10Nike trades at 1.3 times EV/sales for the first time since 2009.+3.0%
2026-08-26NVDA@invertiramateur+0.55Expresses astonished positive engagement about Nvidia with attached media.+3.8%
2026-08-26NVDA@invertiramateur+0.00Flags Nvidia earnings after the close and lists consensus revenue and EPS estimates.+3.8%

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.