WK Thesis (@wkthesis) stock calls: track record, win rate and every call
As of November 5, 2026, MCAFax has logged 2 calls from WK Thesis (@wkthesis): 1 bullish, 0 bearish and 1 neutral. None of these calls has been scored yet, so there is no win-loss record. Leaderboard status: Unranked (no scored calls yet).
Not investment advice; for research and education.
Stat line
| View | Calls scored | W-L | Win % | Avg edge vs S&P | Best call | Worst call | Streak | Last 10 | Longs | Shorts |
|---|---|---|---|---|---|---|---|---|---|---|
| Career | 0 | - | - | - | - | - | - | - | - | - |
| Season (trailing 12 months) | 0 | - | - | - | - | - | - | - | - | - |
Calls scored counts directional calls at least 180 days old, with repeats counted once. Edge is in percentage points versus the S&P 500. Streak and Last 10 run in date order, most recent last.
Ranked or unranked?
Unranked. A player needs 15 scored calls to be ranked, and WK Thesis (@wkthesis) has none yet.
A player needs at least 15 scored calls in a view to be ranked. See the leaderboard.
Style and specialty
- Style: Small account; data-driven single-stock notes (dLocal)
- Why we track this account: Quoted 2026-10-26 run 3 on DLO Brazil exposure math; holds no position.
- What to keep in mind: Small following (710).
- Followers on X: 710 (checked Oct 26, 2026)
- MCAFax status: Tracked voice (not on the daily rotation)
Current calls (open)
| Date | Ticker | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 28, 2026 | APP | Bullish (long) | $262.82 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 26, 2026 | DLO | Neutral / watch | $15.06 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
What the open calls argue, in our own words:
- APP (bullish, Oct 28, 2026): Added to AppLovin ahead of Nov 4 Q3 results (now 12.8% of portfolio); e-commerce ad spend data improving; about 16.5x 2026 and 13x 2027 consensus EPS; risk is the Q3 guide implying about 8% QoQ growth.
- DLO (neutral, Oct 26, 2026): Reads the dLocal election drop as mostly FX and sentiment (Brazil 23% of Q2 revenue, 31% of gross profit) but holds no position.
In their own words
- APP (Oct 28, 2026): "In my view, that's an attractive price even if growth slows."
- DLO (Oct 26, 2026): "For dLocal, this is continuity, not a regime change."
Related pages
- Market-calls leaderboard
- Ticker pages: APP, DLO
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
What is @wkthesis's stock-picking track record?
None of these calls has been scored yet, so there is no win-loss record. MCAFax has logged 2 calls from this account as of November 5, 2026.
What is @wkthesis's win rate?
There is no win rate yet because none of @wkthesis's logged calls has been scored.
Is @wkthesis ranked on the MCAFax leaderboard?
Unranked (no scored calls yet). Players need 15 scored calls to be ranked.
What was @wkthesis's best call?
There is no best call yet because no call has been scored.
What was @wkthesis's worst call?
There is no worst call yet because no call has been scored.
What stocks is @wkthesis calling right now?
Open calls: APP (bullish) and DLO (neutral).
What kind of investor is @wkthesis?
Style: Small account; data-driven single-stock notes (dLocal). Quoted 2026-10-26 run 3 on DLO Brazil exposure math; holds no position.
Does @wkthesis make more bullish or bearish calls?
Of 2 logged calls, 1 is bullish, 0 bearish and 1 neutral.
How does MCAFax score these calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Is this investment advice?
No. This page is journalism and research for education. It reports what this investor said publicly and how those calls performed.