@IshfaaqPeerally IshfaaqPeerally

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.

The author is focused on quality internet and fintech compounders, with strongest positive tilt toward DLO as the cleaner LATAM fintech exposure. Their distinctive read is valuation and risk discipline: MELI is admired but not an obvious buy because credit losses and margins matter, while Wise is framed as underappreciated for pricing power and enterprise expansion. Only one explicit position disclosure appears, a held BKNG long viewed as historically undervalued.

No directional call signals or adds/trims were provided, so the trade tape is more thesis maintenance than active repositioning. Concentration sits in fintech and payments, especially MELI, Wise, and DLO, with DLO presented as the cleaner LATAM growth vehicle versus MELI or NU credit exposure. The only explicit position disclosure is a held BKNG long, while Wise appears as a new cluster of bullish attention during the window.

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.