@invertiramateur invertiramateur
Spanish-language retail fundamental investor concentrated in LATAM fintech and Argentine compounders
Publishes long-term bottom-up theses and real-time portfolio
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 35% hit rate, -0.40% mean alpha, trader score -0.75. Their last-14d mentions, direction-adjusted, have moved +1.6% since posting (mean over 71 mentions with price data).
Author is actively buying NFLX and has rotated portfolio weight toward LMND after selling SEZL for a gain. Distinctive focus is LatAm and Argentina: bullish Pampa/YPF operating quality, constructive on MELI/NU credit metrics, and skeptical of stretched valuations in SpaceX, ASML, and GGAL.
The author’s actionable activity centers on adding NFLX and rotating heavily into LMND while exiting SEZL. Conviction appears newly concentrated in NFLX/LMND portfolio moves, with steady bullish Argentina and LatAm operating-quality work and repeated bearish skepticism on SPCX valuation. Pump-risk is most visible in LMND sizing at 55% of portfolio and SPCX valuation commentary concentration.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | DUOL | @invertiramateur | +0.65 | Bought 1 DUOL share for a long-term weekly-buy portfolio. — Author reports new weekly purchase of DUOL with long-term thesis and price paid. | — | tweet ↗ |
| 2026-07-02 | HIMS | @invertiramateur | +0.20 | Bought 1 DUOL share for a long-term weekly-buy portfolio. — Author reports new weekly purchase of DUOL with long-term thesis and price paid. | — | tweet ↗ |
| 2026-07-02 | SEZL | @invertiramateur | -0.10 | Bought 1 DUOL share for a long-term weekly-buy portfolio. — Author reports new weekly purchase of DUOL with long-term thesis and price paid. | — | tweet ↗ |
| 2026-07-02 | MNDY | @invertiramateur | +0.20 | Bought 1 DUOL share for a long-term weekly-buy portfolio. — Author reports new weekly purchase of DUOL with long-term thesis and price paid. | — | tweet ↗ |
| 2026-07-02 | LMND | @invertiramateur | +0.20 | Bought 1 DUOL share for a long-term weekly-buy portfolio. — Author reports new weekly purchase of DUOL with long-term thesis and price paid. | — | tweet ↗ |
| 2026-07-02 | META | @invertiramateur | +0.85 | Explicitly very bullish on Meta's app-building moat, user base, and AI-lowered costs. | — | tweet ↗ |
| 2026-07-02 | NFLX | @invertiramateur | +0.75 | Author discloses 3.9% NFLX position and desire for 7-8%, with bullish rationale. | — | tweet ↗ |
| 2026-07-02 | NFLX | @invertiramateur | +0.65 | Bullish on Netflix after Forbes named its CMO most influential for third year. | — | tweet ↗ |
| 2026-07-02 | NU | @invertiramateur | +0.65 | Nubank CEO cites Brazil growth metrics and says it is still day one. | — | tweet ↗ |
| 2026-07-01 | NFLX | @invertiramateur | +0.65 | Reduced ECOG and PYPL, bought NFLX nearly doubling the position. — Author states portfolio moves: trims ECOG/PYPL and buys NFLX, increasing weight. | +4.7% | tweet ↗ |
| 2026-07-01 | PYPL | @invertiramateur | -0.25 | Reduced ECOG and PYPL, bought NFLX nearly doubling the position. — Author states portfolio moves: trims ECOG/PYPL and buys NFLX, increasing weight. | +3.2% | tweet ↗ |
| 2026-07-01 | ECOG | @invertiramateur | -0.25 | Reduced ECOG and PYPL, bought NFLX nearly doubling the position. — Author states portfolio moves: trims ECOG/PYPL and buys NFLX, increasing weight. | · | tweet ↗ |
| 2026-07-01 | YPF | @invertiramateur | +0.55 | YPF partnership with Mastercard adds to ecosystem-building agreements. | -1.2% | tweet ↗ |
| 2026-07-01 | MSFT | @invertiramateur | +0.25 | Brief 'NEXT MSFT' implies positive anticipation but lacks detail. | +1.6% | tweet ↗ |
| 2026-07-01 | HIMS | @invertiramateur | +0.50 | Recaps prior +60% HIMS move after earlier call. | -2.0% | tweet ↗ |
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.