mvcinvesting

Equity Analyst & Long-Term Investor
@mvcinvesting · tracked since Aug 2026
Calls
2
Win Rate
50.0%
return
-0.5%
Calls 2 80 Posts tracked · 5.7/day
Calls
7d 0
30d 2
90d 2
Best Calls
DLO Long +7.1%
Worst Calls
NBIS Long -8.1%
Most Mentioned
NBIS ×3
DLO ×2
Recent Calls
DLO Long 1 week ago
NBIS Long 1 week ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 50%
30d —
90d —
Average Return -0.5% Long Return -0.5% Short Return -
Average Return
7d -2.4%
30d —
90d —
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
NBIS Nebius G... Nebius Group N.V. C...
Long
Aug 12
$238.31
-8.1%
Contrarian long NBIS vs. Burry's short
Author explicitly takes the contrarian long side against Michael Burry's disclosed short in NBIS, committing to the bullish view and inviting bears to challenge the position.
NeoCloud
TWITTER
DLO DLocal Limited DLocal Limited
Long
Aug 13
$14.15
+7.1%
DLO TPV growth offsets margin noise
Buy DLO as exceptional 92% YoY TPV growth more than offsets near-term margin compression and lower take rates, validating the company's growth trajectory and management execution.
Payments & Fintech
TWITTER
Showing 2 of 2 calls · sorted by mentions

mvcinvesting has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: NBIS, DLO.