Author
@MatiasManuel71 MatiasManuel71
grade Bx.com/MatiasManuel71 ↗
High-conviction LatAm fintech/insurtech bull with real unit-economics and valuation work
Posts long-term, position-disclosed bull theses and DCA upda
trader score
+1.25
hit rate
60%
mean α
+0.72%
signals 14d
88
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, +0.72% mean alpha, trader score +1.25. Their last-14d mentions, direction-adjusted, have moved +6.3% since posting (mean over 82 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | NU | @MatiasManuel71 | -0.15 | Author says they remain very long MELI, citing Mercado Pago Mexico ROE, loan growth, users, and cards issued. | — | tweet ↗ |
| 2026-07-03 | MELI | @MatiasManuel71 | +0.80 | Author says they remain very long MELI, citing Mercado Pago Mexico ROE, loan growth, users, and cards issued. | — | tweet ↗ |
| 2026-07-02 | MELI | @MatiasManuel71 | +0.45 | Positive short praise for MELI. | — | tweet ↗ |
| 2026-07-02 | LMND | @MatiasManuel71 | +0.75 | Long-term bullish thesis on Lemonade's AI-native insurance advantage and data moat. | — | tweet ↗ |
| 2026-07-02 | · | @MatiasManuel71 | · | Framework for investing in cyclical companies near cycle lows. | · | tweet ↗ |
| 2026-07-02 | MELI | @MatiasManuel71 | +0.70 | Bullish thesis that MELI's data, logistics, fintech, and platform integration create a moat. | — | tweet ↗ |
| 2026-07-01 | JPM | @MatiasManuel71 | +0.35 | Brief positive ticker pairing with handshake emoji. | +0.1% | tweet ↗ |
| 2026-07-01 | HIMS | @MatiasManuel71 | +0.35 | Brief positive ticker pairing with handshake emoji. | -2.0% | tweet ↗ |
| 2026-07-01 | NU | @MatiasManuel71 | +0.65 | Bullish NU/neobank thesis in Colombia versus traditional banks. | +1.6% | tweet ↗ |
| 2026-07-01 | NU | @MatiasManuel71 | +0.60 | Reports NU leadership and penetration in Brazil with Bain study metrics. | +1.6% | tweet ↗ |
| 2026-07-01 | MELI | @MatiasManuel71 | +0.25 | Randstad study ranks MELI most attractive employer in Argentina. | +1.2% | tweet ↗ |
| 2026-07-01 | AMZN | @MatiasManuel71 | +0.25 | Says FIFA 2026 Mexico demand and platform traffic should benefit MELI next quarter. | +0.4% | tweet ↗ |
| 2026-07-01 | MELI | @MatiasManuel71 | +0.65 | Says FIFA 2026 Mexico demand and platform traffic should benefit MELI next quarter. | +1.2% | tweet ↗ |
| 2026-06-30 | MELI | @MatiasManuel71 | +0.65 | Bullish Bloomberg Intelligence-based thesis on MELI fintech growth and margins. | +3.9% | tweet ↗ |
| 2026-06-30 | MELI | @MatiasManuel71 | +0.35 | Dismisses concerns about MELI margins, delinquencies, and China competition. | +3.9% | 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.