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
-0.85
hit rate
35%
mean α
-0.54%
signals 14d
56

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: 35% hit rate, -0.54% mean alpha, trader score -0.85. Their last-14d mentions, direction-adjusted, have moved -4.1% since posting (mean over 50 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16LMND@invertiramateur+0.65Reports selling MNDY and buying additional LMND, HIMS and TE shares.+1.6%
2026-10-16HIMS@invertiramateur+0.65Reports selling MNDY and buying additional LMND, HIMS and TE shares.-1.3%
2026-10-16MNDY@invertiramateur-0.10Reports selling MNDY and buying additional LMND, HIMS and TE shares.+17.9%
2026-10-16TE@invertiramateur+0.65Reports selling MNDY and buying additional LMND, HIMS and TE shares.-12.6%
2026-10-16SPY@invertiramateur-0.25Quantifies the day's volatility spike and equity-index declines.-0.4%
2026-10-16VIX@invertiramateur+0.00Quantifies the day's volatility spike and equity-index declines.·
2026-10-16QQQ@invertiramateur-0.35Quantifies the day's volatility spike and equity-index declines.-0.8%
2026-10-16MELI@invertiramateur+0.65Highlights rapid advertising growth, market-share gains and a low sales multiple.-1.3%
2026-10-16NFLX@invertiramateur+0.10Netflix hired former Disney executive Peter Rice as content chief.-6.6%
2026-10-16DIS@invertiramateur-0.10Netflix hired former Disney executive Peter Rice as content chief.+1.7%
2026-10-15IREN@invertiramateur+0.00Reports record CoreWeave volume and suggests large holders may be transacting.-18.0%
2026-10-15CRWV@invertiramateur-0.15Reports record CoreWeave volume and suggests large holders may be transacting.-22.2%
2026-10-15IREN@invertiramateur+0.20Quantifies exceptional IREN volume and a sharp intraday recovery.-18.0%
2026-10-15·@invertiramateur·Reports the Argentine central bank bought $574M and reserves exceeded $50B.·
2026-10-15TSM@invertiramateur+0.75Strongly praises TSMC's results and growth while considering opening a position.-0.9%

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.