Alfredo Menezes

CEO e CIO, Armor Capital
· tracked since Aug 2026
Calls
1
Win Rate
0.0%
return
-3.9%
Calls 1 1 Posts tracked · 0.2/day
Calls
7d 1
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
KBE Long -3.9%
Most Mentioned
KBE ×1
Recent Calls
KBE Long 4 days ago
Win Rate 0% Long 1 Short 0
Win Rate
7d —
30d —
90d —
Average Return -3.9% Long Return -3.9% Short Return -
Average Return
7d —
30d —
90d —
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Theme Stance
Ticker
Side
Mentions
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Call Price
P&L
Thesis
Theme
Source
KBE SPDR S&P... SPDR S&P Bank ETF
Long
Aug 17
$71.06
-3.9%
Favor foreign banks for AI productivity.
AI is highly deflationary over time and the next major beneficiaries are users of AI, especially service businesses such as banks, insurers, law firms and accounting firms, which can reduce costs and expand margins. He specifically likes foreign banks for this reason, while avoiding Brazilian banks because of credit discomfort.
Thematic ETFs
YOUTUBE
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Alfredo Menezes has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: KBE.