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
-0.14
hit rate
50%
mean α
-0.05%
signals 14d
139
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: 50% hit rate, -0.05% mean alpha, trader score -0.14. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 133 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | HIMS | @MatiasManuel71 | +0.65 | HIMS gained substantial market and customer share, supporting a strong platform-preference thesis. | -1.3% | tweet ↗ |
| 2026-10-16 | MELI | @MatiasManuel71 | +0.30 | Mercado Libre reports 23,000 daily Uruguay shipments and lowers its free-shipping threshold. | -1.3% | tweet ↗ |
| 2026-10-16 | SPCX | @MatiasManuel71 | +0.25 | Notes TIME selected Starlink V5 as one of 2026's best inventions. | · | tweet ↗ |
| 2026-10-16 | MELI | @MatiasManuel71 | +0.65 | Author argues healthcare could become a major MELI vertical once regulation permits expansion. | -1.3% | tweet ↗ |
| 2026-10-15 | TSLA | @MatiasManuel71 | +0.35 | Author frames a possible tire initiative as another extension of Tesla's direct-sales model. | +2.7% | tweet ↗ |
| 2026-10-15 | NU | @MatiasManuel71 | +0.30 | Nubank expanded a small-business account-control feature following customer research. | +2.9% | tweet ↗ |
| 2026-10-15 | MELI | @MatiasManuel71 | +0.40 | Mercado Libre partnered with JPMorgan to simplify payments to US sellers across Latin America. | -2.5% | tweet ↗ |
| 2026-10-15 | SPOT | @MatiasManuel71 | +0.30 | Spotify expanded Premium audiobooks to Norway with stated catalog and listening allowances. | +9.5% | tweet ↗ |
| 2026-10-15 | NU | @MatiasManuel71 | +0.35 | Nubank launched the Nu Smart Invest AI investment adviser in Brazil. | +2.9% | tweet ↗ |
| 2026-10-15 | MELI | @MatiasManuel71 | +0.25 | Highlights Mercado Libre founder Marcos Galperin topping an Argentine reputation ranking. | -2.5% | tweet ↗ |
| 2026-10-15 | MELI | @MatiasManuel71 | +0.20 | Court authorities closed a criminal complaint concerning Mercado Pago lending for lack of a crime. | -2.5% | tweet ↗ |
| 2026-10-15 | LMND | @MatiasManuel71 | +0.75 | Lemonade revealed agent-to-agent insurance workflows that the author sees lowering costs and aiding cross-sales. | -2.0% | tweet ↗ |
| 2026-10-15 | LMND | @MatiasManuel71 | +0.70 | Author presents accelerating in-force premiums and improving retention as proof LMND scales. | -2.0% | tweet ↗ |
| 2026-10-15 | NU | @MatiasManuel71 | +0.80 | Author argues NU's rising ROE, customers, and profit demonstrate scalable, under-monetized growth. | +2.9% | tweet ↗ |
| 2026-10-15 | SE | @MatiasManuel71 | -0.15 | Rhetorical comparison implies confidence in MELI and relative skepticism toward SE investors. | -23.5% | 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.