Carlos M ✓

@Carlos_MoraM · Barcelona, Spain · joined 01 Mar 2010

Portfolio Management & Analysis of companies | Imperial College MBA | Small Caps | Macro | https://t.co/XtMUQu029v

13 777Followers

438Following

2 980Posts total

66.8KViews on collected posts

Ultimi post

Carlos M ✓@Carlos_MoraM28 Jun

🛢️ Transocean $RIG – Updated Equity Research 🟢We review the offshore drilling market across UDW drillships, harsh-environment semisubs and Valaris’ jackup exposure (utilisation, forward demand, recent fixtures, dayrate progression…) 🎯We also update Transocean’s 1Q26 https://t.c

3K views · 6 likes · 0 reposts · 0 replies Open on X →

Carlos M ✓@Carlos_MoraM27 Jun

There was a strong market rotation this week, with money flowing out of technology stocks and into the rest of the market. Falling inflation expectations were the main driver https://t.co/6w0liN7RSC

1K views · 3 likes · 0 reposts · 1 replies Open on X →

Carlos M ✓@Carlos_MoraM27 Jun

S&P 500 at a Glance! 🩸The Magnificent 7 Take a Beating https://t.co/yLtxQr2dhE

1.6K views · 4 likes · 0 reposts · 1 replies Open on X →

Carlos M ✓@Carlos_MoraM27 Jun

⛵️ The Week in the Markets 27-Jun 🎯 🔴 Nasdaq 100, S&P 500 🇺🇸 🔴 Europe 🇩🇪🇫🇷🇮🇹🇳🇱 🔴 Japan,China & South Korea 🇯🇵🇨🇳🇰🇷 🔴 Oil & Gas 🛢️ 🔴 Technology & Communication 💻📱 🔴 Gold & Bitcoin 🥇 🔴 Emerging Markets 🇧🇷🇲🇽🇿🇦🇨🇱🇮🇳 🔴 10Y Yields 🇨🇳🇩🇪🇫🇷🇯🇵🇬🇧🇧🇷🇺🇸 🟢 Small Caps 💎 🟢 UK & https://t.co/6GXPb

5.4K views · 13 likes · 2 reposts · 1 replies Open on X →

Carlos M ✓@Carlos_MoraM21 Jun

🛢️Energy After the Oil Reversal 🧐Analysis of the current situation in the energy sector and the reality of several companies in our coverage universe following the announcement of the reopening of Hormuz and the sharp fall in oil prices • Kosmos Energy $KOS • Excelerate https:/

3K views · 11 likes · 0 reposts · 0 replies Open on X →

Carlos M ✓@Carlos_MoraM20 Jun

⛵️ The Week in the Markets 20-Jun 🎯 🟢 Nasdaq 100, S&P 500 🇺🇸 🟢 Europe 🇩🇪🇪🇸🇫🇷🇮🇹🇳🇱 🟢 Japan & South Korea 🇯🇵🇰🇷 🟢 Technology & Industrial 📱⛏️ 🟢 10Y Yields 🇫🇷🇯🇵🇬🇧🇧🇷🇺🇸 🟢 US Dollar 🇺🇸 🔴 Oil & Gas 🛢️ 🔴 Gold 🥇 🔴 China 🇨🇳 🔴 Emerging Markets 🇧🇷🇲🇽🇿🇦🇨🇱🇮🇳 🔴 HealthCare & Real https://t.co/rYH

4.2K views · 10 likes · 2 reposts · 0 replies Open on X →

Carlos M ✓@Carlos_MoraM31 Dec 2025

@Carlos_MoraM Why almost 50% it’s from Italy? are your itilian? 402 views · 1 likes · 0 reposts · 1 replies Open on X →

Carlos M ✓@Carlos_MoraM31 Dec 2025

@Carlos_MoraM Felicidades! 🎊 1.4K views · 2 likes · 0 reposts · 1 replies Open on X →

Carlos M ✓@Carlos_MoraM31 Dec 2025

@Carlos_MoraM Thank you for your outstanding work. Your deep-dive analyses are of high value. Happy to be a Substack subscriber. 834 views · 2 likes · 0 reposts · 1 replies Open on X →

Carlos M ✓@Carlos_MoraM31 Dec 2025

⛵️This 2025, we have analysed 34 companies in very interesting situations: 🇺🇸Golar LNG $GLNG 🇮🇹Sanlorenzo $SL.MI 🇺🇸Excelerate Energy $EE 🇮🇹 Campari $CPR.MI 🇺🇸Venture Global $VG 🇪🇸Solaria #Solaria 🇺🇸NextDecade $NEXT 🇮🇹Newlat $NWL.MI 🇺🇸Cheniere $LNG 🇺🇸New Fortress Energy $NFE http

46K views · 207 likes · 45 reposts · 7 replies Open on X →

Rispetto ad account della stessa dimensione

5 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.

Visualizzazioni mediane2 981questo account940mediana per 10K–100K

Copertura, %21.64%questo account3.45%mediana per 10K–100K

Interazione, %0.32%questo account1.55%mediana per 10K–100K

Metrica	Questo account	Mediana per 10K–100K	Rapporto
Visualizzazioni mediane per post	2 981	940	3.17×
Copertura (visualizzazioni ÷ follower)	21.64%	3.45%	6.27×
Tasso di interazione	0.32%	1.55%	0.20×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

46K31 Dec

834

1.4K

402

4.2K20 Jun

3K21 Jun

5.4K27 Jun

1.6K

3K28 Jun

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.57%31 Dec

0.36%

0.21%

0.50%

0.31%20 Jun

0.37%21 Jun

0.31%27 Jun

0.31%

0.39%

0.20%28 Jun

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.55%.

What the audience does

Likes53.4%259 in total

Reposts10.1%49 in total

Replies2.7%13 in total

Quotes1.2%6 in total

Bookmarks32.6%158 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Ultimi post

Rispetto ad account della stessa dimensione

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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