Author

@nataninvesting 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
+0.10
hit rate
50%
mean α
+0.12%
signals 14d
8

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 6 scored bets: 50% hit rate, +0.12% mean alpha, trader score +0.10. Their last-14d mentions, direction-adjusted, have moved -8.0% since posting (mean over 6 mentions with price data).

Recent signals8receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16TMDX@nataninvesting+0.70Bought more TMDX and opened a new AVR position. — Explicitly adds TMDX and initiates AVR after a 30% decline.-0.1%
2026-10-16AVR@nataninvesting+0.70Bought more TMDX and opened a new AVR position. — Explicitly adds TMDX and initiates AVR after a 30% decline.·
2026-10-06PDD@nataninvesting+0.00September portfolio update discloses holdings and performance without new transactions.+0.8%
2026-10-06PRCT@nataninvesting+0.00September portfolio update discloses holdings and performance without new transactions.·
2026-10-06TMDX@nataninvesting+0.00September portfolio update discloses holdings and performance without new transactions.-11.9%
2026-10-06BABA@nataninvesting+0.00September portfolio update discloses holdings and performance without new transactions.-8.8%
2026-10-06META@nataninvesting+0.00September portfolio update discloses holdings and performance without new transactions.-13.0%
2026-10-06HOOD@nataninvesting+0.00September portfolio update discloses holdings and performance without new transactions.-15.1%

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.