Dan Dolev

4.2 ★★★★★ Posted today
Managing Director, Mizuho Securities
@ddolev · tracked since Feb 2026
Follow Twitter Site
Ideas 3
Long / short 3 L/0 S
Win rate -
Tracked posts 3 0.04/day
Avg return -
Long return -
Short return -
New ideas 2 last 30d
Most mentioned
Best trades
Loading live returns
Worst trades
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Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.
< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%
Bottom 10%
-
Median
-
Top 10%
-

Average returns

first-opened thesis horizon: return + win-rate
7 days 1 eval.
+4.1%
L +4.1% S -
Win rate 100%
30 days 1 eval.
-10.5%
L -10.5% S -
Win rate 0%
90 days 0 eval.
-
L - S -
Win rate -
Computed from the first opened position per ticker/side. 180d ready when data exists
Result Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
Long
Fintech
$74.85
-
Robinhood will encircle young customers.
Apr 28
YOUTUBE
Long
Fintech
$326.16
-
Visa resilient, upped guidance, strong.
Apr 28
YOUTUBE
Long
Fintech
$63.70
-
Block (SQ) announced a 50% workforce reduction, citing AI efficiency, causing the stock to surge ~20%. While Dolev believes this is partly "trimming post-pandemic bloat," the market is rewarding the narrative of "AI replacing labor." This creates momentum. Jack Dorsey is historically early to trends; this signals a structural margin improvement. LONG SQ as a beneficiary of aggressive cost-cutting and AI narrative adoption. Cutting too deep could damage product innovation; "human touch" is still needed in payments.
Feb 27
YOUTUBE
Showing 3 of 3 picks