DLocal (DLO) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 2 calls on DLocal (DLO) from 2 tracked investors: 1 bullish, 0 bearish and 1 neutral. The most recent is neutral, posted by @wkthesis on Oct 26, 2026 when DLO last closed at $15.06. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on DLO?
Consensus: bullish. Every current directional call on DLO points the same way (Deep Sail Capital (@DeepSailCapital)). WK Thesis (@wkthesis) takes a neutral or watch-only view, which is the closest thing to dissent here.
Every logged DLO call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 26, 2026 | WK Thesis (@wkthesis) | Neutral / watch | $15.06 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 26, 2026 | Deep Sail Capital (@DeepSailCapital) | Bullish (long) | $15.06 | Open; scored 180 days after the post | Open (not yet scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for DLO
- Started a dLocal position after the Brazil election selloff, arguing its diversified emerging-market model should not have been hit so hard. (Deep Sail Capital (@DeepSailCapital), Oct 26, 2026; source)
The bear case for DLO
No tracked investor has a current bearish thesis on DLO.
Neutral and watch-list views
- Reads the dLocal election drop as mostly FX and sentiment (Brazil 23% of Q2 revenue, 31% of gross profit) but holds no position. (WK Thesis (@wkthesis), Oct 26, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @wkthesis (Oct 26, 2026): "For dLocal, this is continuity, not a regime change."
- @DeepSailCapital (Oct 26, 2026): "$DLO was also hit hard (which shouldn't really have been because of the diversified model) and I started a position today."
Track records of the players calling DLO
| Player | Calls on DLO | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Deep Sail Capital (@DeepSailCapital) | 1 | 13-12 | .520 | +8.9 | Ranked #6 (career) |
| WK Thesis (@wkthesis) | 1 | 0-0 | - | - | No scored calls yet |
See the full market-calls leaderboard for every player's record.
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
Who is bullish on DLocal (DLO)?
As of November 5, 2026, @DeepSailCapital has logged bullish calls on DLO. Current bullish voices: @DeepSailCapital.
Who is bearish on DLO?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on DLO.
What is the consensus on DLO among tracked investors?
Current calls on DLO lean bullish; no tracked investor is on the other side right now.
What price was DLO at when these calls were made?
Prices at call ranged from $15.06 to $15.06. The most recent call was made when DLO last closed at $15.06. We use the last close known when each post went up.
How have past DLO calls performed?
No DLO call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on DLO?
Consensus: bullish. Every current directional call on DLO points the same way (Deep Sail Capital (@DeepSailCapital)). WK Thesis (@wkthesis) takes a neutral or watch-only view, which is the closest thing to dissent here.
How does MCAFax score stock 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.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the DLO page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.