Author

@MatiasManuel71 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
-0.12
hit rate
30%
mean α
-0.05%
signals 14d
78

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: 30% hit rate, -0.05% mean alpha, trader score -0.12. Their last-14d mentions, direction-adjusted, have moved +0.7% since posting (mean over 62 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28SPCX@MatiasManuel71+0.35SpaceX is scheduled to launch NASA's Nancy Grace Roman telescope on Sunday using Falcon Heavy.·
2026-08-28NU@MatiasManuel71+0.65Reports Q2 profit growth across Brazilian fintechs, led by Nubank's record result and 49% increase.
2026-08-28PAGS@MatiasManuel71+0.20Reports Q2 profit growth across Brazilian fintechs, led by Nubank's record result and 49% increase.·
2026-08-28STNE@MatiasManuel71+0.30Reports Q2 profit growth across Brazilian fintechs, led by Nubank's record result and 49% increase.
2026-08-28INTR@MatiasManuel71+0.50Reports Q2 profit growth across Brazilian fintechs, led by Nubank's record result and 49% increase.
2026-08-28ASTS@MatiasManuel71+0.00Rocket Lab agreed to buy Iridium for about $8B as SpaceX asked the FCC to review the transaction.
2026-08-28RKLB@MatiasManuel71+0.35Rocket Lab agreed to buy Iridium for about $8B as SpaceX asked the FCC to review the transaction.
2026-08-28SPCX@MatiasManuel71+0.05Rocket Lab agreed to buy Iridium for about $8B as SpaceX asked the FCC to review the transaction.·
2026-08-28MELI@MatiasManuel71+0.50Argues that expanding Peru's SME ecosystem can deepen MELI's marketplace and fintech network.
2026-08-28MELI@MatiasManuel71+0.50Chile's ISP authorized 13 Cruz Verde locations to sell OTC medicines through MELI.
2026-08-28MELI@MatiasManuel71+0.75Prefers MELI's organically integrated ecosystem over acquired multi-brand ecosystems, citing cross-use metrics.
2026-08-28HIMS@MatiasManuel71+0.65Argues HIMS's international growth is underappreciated relative to its slower US business.
2026-08-28MELI@MatiasManuel71-0.55Quotes criticism that Mercado Libre extended usurious, poorly regulated debt to financially vulnerable borrowers.
2026-08-28SPOT@MatiasManuel71+0.50Bull case centers on monetizing highly active users beyond Premium to raise revenue per user and margins.
2026-08-27MELI@MatiasManuel71+0.55Mercado Libre plans to triple Chile logistics space to 450,000 square meters by 2027.+1.8%

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.