Author
@LorenzoBolsa LorenzoBolsa
grade Bx.com/LorenzoBolsa ↗
Bilingual fundamental conviction trader on LatAm compounders and US Big Tech
Posts reasoned, ticker'd long-term theses with explicit entr
trader score
+1.33
hit rate
60%
mean α
+0.59%
signals 14d
92
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: 60% hit rate, +0.59% mean alpha, trader score +1.33. Their last-14d mentions, direction-adjusted, have moved +0.8% since posting (mean over 83 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MSFT | @LorenzoBolsa | +0.30 | Contrasts disclosed holdings associated with Ackman and Burry while asking who will be right. | — | tweet ↗ |
| 2026-08-28 | META | @LorenzoBolsa | +0.30 | Contrasts disclosed holdings associated with Ackman and Burry while asking who will be right. | — | tweet ↗ |
| 2026-08-28 | ADBE | @LorenzoBolsa | +0.30 | Contrasts disclosed holdings associated with Ackman and Burry while asking who will be right. | — | tweet ↗ |
| 2026-08-28 | MELI | @LorenzoBolsa | +0.30 | Contrasts disclosed holdings associated with Ackman and Burry while asking who will be right. | — | tweet ↗ |
| 2026-08-28 | UBER | @LorenzoBolsa | +0.30 | Contrasts disclosed holdings associated with Ackman and Burry while asking who will be right. | — | tweet ↗ |
| 2026-08-28 | AMZN | @LorenzoBolsa | +0.30 | Contrasts disclosed holdings associated with Ackman and Burry while asking who will be right. | — | tweet ↗ |
| 2026-08-28 | MSFT | @LorenzoBolsa | +0.70 | Discloses accumulating MSFT during weakness and presents strong growth and technical evidence. | — | tweet ↗ |
| 2026-08-28 | SPOT | @LorenzoBolsa | +0.30 | Notes FCF-price divergence and price near a moving average as a possible entry zone. | — | tweet ↗ |
| 2026-08-27 | SPOT | @LorenzoBolsa | +0.65 | Argues Spotify's margin expansion from -4% to 18.4% marks a fundamental business transformation. | +3.8% | tweet ↗ |
| 2026-08-27 | GLOB | @LorenzoBolsa | -0.45 | Compares six companies' buyback execution and argues repurchases create value only with sound valuation and fundamentals. | · | tweet ↗ |
| 2026-08-27 | NU | @LorenzoBolsa | +0.35 | Compares six companies' buyback execution and argues repurchases create value only with sound valuation and fundamentals. | -3.9% | tweet ↗ |
| 2026-08-27 | SPOT | @LorenzoBolsa | +0.65 | Compares six companies' buyback execution and argues repurchases create value only with sound valuation and fundamentals. | +3.8% | tweet ↗ |
| 2026-08-27 | META | @LorenzoBolsa | +0.10 | Compares six companies' buyback execution and argues repurchases create value only with sound valuation and fundamentals. | +1.2% | tweet ↗ |
| 2026-08-27 | AAPL | @LorenzoBolsa | +0.55 | Compares six companies' buyback execution and argues repurchases create value only with sound valuation and fundamentals. | +1.6% | tweet ↗ |
| 2026-08-27 | VIST | @LorenzoBolsa | +0.65 | Compares six companies' buyback execution and argues repurchases create value only with sound valuation and fundamentals. | -0.7% | 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.