Author
@nataninvesting nataninvesting
grade Bx.com/nataninvesting ↗
Named retail growth investor anchoring a concentrated medtech book on explicit valuations, TMDX as flagship
Posts bottom-up, valuation-driven long theses and transparen
trader score
-1.17
hit rate
35%
mean α
-3.11%
signals 14d
38
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: 35% hit rate, -3.11% mean alpha, trader score -1.17. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 38 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-25 | REGN | @nataninvesting | +0.50 | Discloses long positions in four healthcare names and a thesis that select medtech stocks remain attractively priced. | -4.7% | tweet ↗ |
| 2026-08-25 | ISRG | @nataninvesting | +0.50 | Discloses long positions in four healthcare names and a thesis that select medtech stocks remain attractively priced. | +0.2% | tweet ↗ |
| 2026-08-25 | PRCT | @nataninvesting | +0.50 | Discloses long positions in four healthcare names and a thesis that select medtech stocks remain attractively priced. | -3.6% | tweet ↗ |
| 2026-08-25 | TMDX | @nataninvesting | +0.50 | Discloses long positions in four healthcare names and a thesis that select medtech stocks remain attractively priced. | -5.5% | tweet ↗ |
| 2026-08-24 | PDD | @nataninvesting | +0.60 | Reports positive PDD earnings growth, large cash holdings and relative outperformance. | -1.6% | tweet ↗ |
| 2026-08-23 | TMDX | @nataninvesting | +0.60 | Buy the dip in TMDX. — Explicitly presents a buy-the-dip instruction for TMDX. | -6.7% | tweet ↗ |
| 2026-08-23 | TMDX | @nataninvesting | +0.80 | Discloses a 30% TMDX position and expects continued gains from growth, valuation and medtech rotation. | -6.7% | tweet ↗ |
| 2026-08-22 | META | @nataninvesting | +0.40 | Discloses portfolio weights and performance, led by a 30% TMDX position. | +5.1% | tweet ↗ |
| 2026-08-22 | PDD | @nataninvesting | +0.45 | Discloses portfolio weights and performance, led by a 30% TMDX position. | -3.0% | tweet ↗ |
| 2026-08-22 | HOOD | @nataninvesting | +0.45 | Discloses portfolio weights and performance, led by a 30% TMDX position. | -3.6% | tweet ↗ |
| 2026-08-22 | PRCT | @nataninvesting | +0.50 | Discloses portfolio weights and performance, led by a 30% TMDX position. | -3.9% | tweet ↗ |
| 2026-08-22 | BABA | @nataninvesting | +0.35 | Discloses portfolio weights and performance, led by a 30% TMDX position. | -0.4% | tweet ↗ |
| 2026-08-22 | TMDX | @nataninvesting | +0.55 | Discloses portfolio weights and performance, led by a 30% TMDX position. | -6.7% | tweet ↗ |
| 2026-08-21 | META | @nataninvesting | +0.35 | Lists potential fourth-quarter catalysts after two poor quarters. | +5.1% | tweet ↗ |
| 2026-08-21 | HOOD | @nataninvesting | +0.40 | Lists potential fourth-quarter catalysts after two poor quarters. | -3.6% | 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.