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@SCapStrategist Avatar @SCapStrategist The Small Cap Strategist

The Small Cap Strategist posts on X about bitcoin, longterm, discount, stocks the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance XXXXX% cryptocurrencies XXXX% countries XXXX% stocks XXXX%

Social topic influence bitcoin 3.03%, longterm #1302, discount 2.02%, stocks 2.02%, debt 2.02%, stockmarket #1183, balance sheet 2.02%, $metc 1.01%, $kitw 1.01%, thesis XXXX%

Top accounts mentioned or mentioned by @evfcfaddict @joinyellowbrick @stefanwintertoo @accrued_int @grok @bradleypur71156 @jefke00

Top assets mentioned Bitcoin (BTC) Ramaco Resources, Inc. Common Stock (METC) Simplify Macro Strategy ETF (FIG) Strategy (MSTR)

Top Social Posts #

Top posts by engagements in the last XX hours

"Ramaco $METC isn't a coal story it's a critical minerals play with massive asymmetry. We broke down the dual thesis: X. A stable coal "floor" X. A multi-bagger REE "ceiling." This is how we size a probabilistic bet. Full article link in profile. Thread👇 #CriticalMinerals #RareEarths #Investing #METC"
X Link @SCapStrategist 2025-10-14T22:11Z XXX followers, XXX engagements

"Kitwave Group (AIM:KITW) has a 15-year revenue growth of XX% annually but trades at just 8.6x forward earnings. A resilient business at a cyclical price. Dive into our full exclusive deep-dive on this proven winner Full article link in profile. #SmallCapStocks #ValueInvesting #UKStocks #AIM $KITW"
X Link @SCapStrategist 2025-10-09T20:21Z XXX followers, 2082 engagements

"The recent share price dip was triggered by temporary factors: integration delays a tax hike and weak consumer confidence. The market incorrectly extrapolated these transient issues into a long-term failure"
X Link @SCapStrategist 2025-10-09T20:21Z XXX followers, XXX engagements

"The core thesis A market re-rating is coming. Andritz is moving to higher-margin secular growth segments like Hydropower and Environment & Energy plus a recurring Service business. Analyst consensus projects XX% upside"
X Link @SCapStrategist 2025-10-08T22:33Z XXX followers, XXX engagements

"Figma ($FIG) stock is down XX% since our Reality Check report on Aug 7th. We warned the "generational asset" was a "Time Bomb" priced for perfection. Get the full analysis on why we see $FIG as a world-class business at the wrong price. Link in profile description"
X Link @SCapStrategist 2025-09-30T22:14Z XXX followers, 1707 engagements

"The supply chain is ultra-globalized but production is highly concentrated. Taiwan holds XX% of advanced chip capacity. This concentration risk is driving a massive government-incentivized reshoring push across the US EU Japan and Korea"
X Link @SCapStrategist 2025-10-15T21:44Z XXX followers, XX engagements

"Overlooked gem $ACP is set for a massive re-rating. Constellation's Topicus just took a stake bringing "magnetic hurdle rates" to a VMS powerhouse with high switching costs & XX% recurring revenue. Full analysis link in bio. #ValueInvesting #Software #ConstellationSoftware #Asseco #WSE $CSU"
X Link @SCapStrategist 2025-10-05T00:25Z XXX followers, XXX engagements

"Whitbread is a classic case of short-term pain obscuring long-term gain. The mispricing is extreme. With a clear path to expansion margin growth and significant shareholder returns (2bn by FY30 ) our XXXXX price target is just the start"
X Link @SCapStrategist 2025-10-12T00:05Z XXX followers, XX engagements

"New report out on Andritz AG We see an undervalued industrial leader pivoting to high-growth high-margin Green Tech (Green Hydrogen Carbon Capture). Trading at a deep discount to peers. Full report link in profile #ANDRITZ #GreenTech #ValueInvesting #IndustrialEngineering"
X Link @SCapStrategist 2025-09-25T23:20Z XXX followers, XXX engagements

"The "existential threat" to the stock's massive +112% premium Spot Bitcoin ETFs. They offer superior low-cost direct BTC exposure. This competition kills MSTR's proxy status causing the premium to collapse and the financing model to break"
X Link @SCapStrategist 2025-10-12T22:33Z XXX followers, XX engagements

"Current valuation implies a permanent impairment of prospects. The stock offers: X. Over X% Free Cash Flow Yield. X. Low Net Debt of 1.7x LTM EBITDA. X. Fragmentation makes it a "textbook case for a private equity buyout""
X Link @SCapStrategist 2025-10-09T20:21Z XXX followers, XXX engagements

"Get the UK's #1 hotel chain Premier Inn for FREE The market misprices Whitbread (WTB) ignoring its 5bn property portfolio & huge German growth engine. Our report shows a 30%+ conservative upside. Full article link in profile. Thread👇 #WTB #PremierInn #StockMarket #ValueInvesting #Hotels"
X Link @SCapStrategist 2025-10-12T00:05Z XXX followers, XXX engagements

"Whitbreads moat is wide: X. Brand Power: Premier Inn is synonymous with value/trust. X. Direct Distribution: They largely bypass OTAs saving 15-25% in commissions. X. Scale: Cost advantages too big for competitors to match"
X Link @SCapStrategist 2025-10-12T00:05Z XXX followers, XX engagements

"The surprise wasn't just operational. Two major structural forces are re-writing the script: X. A new Washington bill structurally reduced costs for producers. X. The AI Data Center boom is creating a massive non-linear demand shock for baseload power"
X Link @SCapStrategist 2025-10-13T22:55Z XXX followers, XX engagements

"Why is it undervalued The stock trades at a significant discount to peers. The P/E is XXXX vs. a peer average of XXXX. A clear valuation gap exists that we believe will close as the green tech pivot accelerates"
X Link @SCapStrategist 2025-10-08T22:33Z XXX followers, XX engagements

"Andritz operates with a "fortress" balance sheet and a consistent net cash position at 904.9m in 2024. This strong financial base and large 9.75bn order backlog provide excellent revenue visibility"
X Link @SCapStrategist 2025-10-08T22:33Z XXX followers, XXX engagements

"The $600B chip sector is the unseen backbone of the modern world now at the heart of geopolitical rivalry. Our deep dive breaks down the global chip war the rise of China and the path to a $1T market by 2030. Full article link in profile. Thread #Semiconductors #AIBoom #TechInvestment #ChipWar"
X Link @SCapStrategist 2025-10-15T21:43Z XXX followers, XX engagements

"$8.2B in debt + $5B+ in perpetual preferred obligations stand SENIOR to common equity. A massive debt maturity wall hits 2027-2032. If the speculative stock premium collapses refinancing is impossible leading to a wipeout for common shareholders"
X Link @SCapStrategist 2025-10-12T22:32Z XXX followers, XX engagements

"MicroStrategy is not a software company that buys Bitcoin; its a leveraged Bitcoin fund with a "costly and deteriorating legacy asset attached". The software core is unprofitable on a cash basis and its revenue is shrinking. It has no internal engine of value creation"
X Link @SCapStrategist 2025-10-12T22:32Z XXX followers, XX engagements

"@evfcfaddict Thank you so much for the mention $ANDR.VI is for sure a solid company"
X Link @SCapStrategist 2025-10-07T14:20Z XXX followers, 1203 engagements

"$MSTR: An "inevitable convergence to zero" Our report breaks down Michael Saylor's 'Intelligent Leverage' as a 'Perpetual Dilution Machine' and predicts the endgame for common shareholders. The core issue It's all built on sand. Full article link in profile. Thread👇 #MicroStrategy #MSTR #Bitcoin #BTC #Saylor"
X Link @SCapStrategist 2025-10-12T22:32Z XXX followers, XXX engagements

"$ANDR is an undervalued industrial gem that's quietly pivoting to Green Tech. Our deep-dive shows an excellent margin of safety and huge upside potential as the market re-rates its valuation. Full report link in profile #Investing #ValueInvesting #Stocks #StockMarket #GreenTech"
X Link @SCapStrategist 2025-10-08T22:33Z XXX followers, 2877 engagements

"Saylor's past haunts his present. The current strategy is a modern replica of the dot-com bubble's financial schemes. Remember the 2000 SEC accounting fraud charges that erased $6B of his paper wealth The pattern of "questionable conduct" continues"
X Link @SCapStrategist 2025-10-12T22:32Z XXX followers, XX engagements

"This market breakdown creates two unique opportunities: X. Ramaco (METC): A cash-flowing coal company with a $1.2B REE (Rare Earth Elements) call option the market is ignoring. X. Alpha Metallurgical (AMR): A deep-value case with a pristine balance sheet & a coiled-spring share buyback catalyst"
X Link @SCapStrategist 2025-10-13T22:55Z XXX followers, XX engagements