@SebKrog Avatar @SebKrog Sebastian Krog

Sebastian Krog posts on X about ceo, $acnt, if you, business the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 28% countries 8% stocks 4% cryptocurrencies 3% social networks 2% exchanges 1% events 1% technology brands 1%

Social topic influence ceo 9%, $acnt #1, if you 7%, business 5%, company 5%, oil #3894, the most 5%, stocks 5%, money 4%, market cap 4%

Top accounts mentioned or mentioned by @majgeoinvesting @blinklebloop @evfcfaddict @analysethat @mrjones321 @davidkatunaric @arkenstoner @jaminvest @sfarringtonbkc @tracktacleapp @jupitersstring @midlifecap @dantmt @fcompounders @michael2017l @valuehunte @donchetis @bargainbuyer @tarasque009 @marketplunger1

Top assets mentioned Ecopetrol S.A (EC) GRUPO AVAL ACCIONES Y VALORES S.A. (AVAL) PolkaBridge (PBR) Falcon Finance (FF) America Party (AP) WW International, Inc. Common Stock (WW) Cenovus Energy Inc. (CVE) Halliburton Company (HAL)

Top Social Posts

Top posts by engagements in the last [--] hours

"One of the best asymmetric setups I've found: Down 50% from highs (Former VIC Darling) New CEO + Activist Board Seat High-quality business with [--] segments (one is a monopoly) 65% upside from deleveraging alone. Segment sale as potential kicker. Full Thesis 👇"
X Link 2026-02-05T12:33Z 11.1K followers, 18.1K engagements

"I wanted to be right more than I wanted to make money. That's what made my [----] suck. New article on the thin line between being a contrarian and just protecting your ego and why "circle of competence" is often just a polite way of saying "I don't want to learn this""
X Link 2026-02-08T15:10Z 11.1K followers, 24.2K engagements

"$ACNT half of its market cap in net cash. Turnaround let by new management that has increased GM from negative to 30% within [---] years. [----] will likely see some topline growth with operational leverage and zero capex needs since they have a utilization rate of 50% and chem. are non erosive. https://twitter.com/i/web/status/1993074944792490027 https://twitter.com/i/web/status/1993074944792490027"
X Link 2025-11-24T21:51Z 11K followers, [----] engagements

"The recording from yesterdays livestream with @majgeoinvesting is now online. Names covered among others were: $DBO.TO $REOP $BOSC $ACFN $PRPO https://treasure-hunting.co/p/q3-earnings-season-commentary-with https://treasure-hunting.co/p/q3-earnings-season-commentary-with"
X Link 2025-11-26T12:21Z 11K followers, [----] engagements

"I believe $SMTI offers a great opportunity. Consensus: Bad capital allocation stalling growth hated ideal tax-loss candidate. Variant view: Now run for profits & shareholders. Still growing 20%. 100% upside from re-rating alone. Full write-up for free:"
X Link 2025-12-09T12:25Z 11K followers, 23.2K engagements

"How I turned a three-bagger into a 50% loss. Buying is easy when to sell is hard and your ego can be very expensive. Some reflections on a former darling that turned out bad: https://treasure-hunting.co/p/how-i-turned-a-three-bagger-intoutm_source=activity_item https://treasure-hunting.co/p/how-i-turned-a-three-bagger-intoutm_source=activity_item"
X Link 2025-12-21T11:19Z 11K followers, 23.7K engagements

"Has the chemical industry hit the bottom If so it could be a potentially interesting hunting ground for ideas. Does anyone have a favorite pick As you may know mine is $ACNT"
X Link 2026-01-12T10:02Z 11.1K followers, [----] engagements

"Any other O&G company I should look at $EPSN - If you are bullish Oil you might want to look at this one. Shares are down from $8 to $4. The last acquisition made investors cautious. The biggest investor Solas has been selling shares while the CEO has been buying sub-$5. https://t.co/iVo7Z9zG0P $EPSN - If you are bullish Oil you might want to look at this one. Shares are down from $8 to $4. The last acquisition made investors cautious. The biggest investor Solas has been selling shares while the CEO has been buying sub-$5. https://t.co/iVo7Z9zG0P"
X Link 2026-01-22T09:46Z 11.1K followers, [----] engagements

"Really cant believe Ive spent basically the entire month researching Colombian E&P companies"
X Link 2026-01-27T13:04Z 11.1K followers, [----] engagements

"Same for Colombia. $EC is up 30% YTD. $AVAL as well. Also smaller stuff like Cementos Argos. Its like the market is screaming buy Latin America. One Brazilian stock after another is moving north. Today its $PBR up over 4%. The chart includes dividends. After two dead years being a Petrobras shareholder is fun again. Oil is still cheap. Every time gold rallied oil followed. If oil moves too this becomes a jackpot. https://t.co/Wso2HMd1cf One Brazilian stock after another is moving north. Today its $PBR up over 4%. The chart includes dividends. After two dead years being a Petrobras shareholder"
X Link 2026-01-27T16:51Z 11.1K followers, [----] engagements

"Anyone here has a good pritch/opnion on $FF Might do well in current envirement"
X Link 2026-02-03T17:51Z 11.1K followers, [----] engagements

"@dan_tmt Claude is insane. I've been using Gemini quite a lot since Gemini [--] Pro came out. But having Claude literally feels like having an employee. Although the limits are insanely low and I already increased them twice will probably need to go to the $90 subscription"
X Link 2026-02-11T20:58Z 11K followers, [--] engagements

"@Analysethat Still on the 20$ but as you see I bought more credits multiple times. Also consider moving to the $90 plan. Will decide next week if my usage stays like this week"
X Link 2026-02-13T00:03Z 11K followers, [---] engagements

"@Blinklebloop Also for non code stuff"
X Link 2026-02-13T09:57Z 11K followers, [---] engagements

"Tech is bleeding capital. So where is the money going Oil materials industrials and one oil field in Argentina that's quietly replacing the Permian. $VIST $ACNT $CMT $AP"
X Link 2026-02-15T15:47Z 11.1K followers, [----] engagements

"Meanwhile Chile: "Kast has also proposed eliminating the capital gains tax on low value equity trades to encourage retail investor participation in Chiles capital markets." https://t.co/WrgU6oIUfx https://t.co/WrgU6oIUfx"
X Link 2026-02-16T08:26Z 11.1K followers, [----] engagements

"The best stock pickers are not contrarian neither high conviction they are adaptable"
X Link 2026-02-06T09:28Z 11.1K followers, 18.2K engagements

"Some things just dont change Every frickin' Saturday. https://t.co/UU0gLsqix0 Every frickin' Saturday. https://t.co/UU0gLsqix0"
X Link 2026-02-07T14:37Z 11.1K followers, 10.6K engagements

"Full article here: https://treasure-hunting.co/p/do-you-want-to-be-right-or-do-you https://treasure-hunting.co/p/do-you-want-to-be-right-or-do-you"
X Link 2026-02-08T15:10Z 11.1K followers, [----] engagements

"Check out this weeks earnings highlights 👇🏻 We just published the third issue of our weekly earnings brief. Our mission is simple: we distill the most important small-cap earnings releases into a curated high-signal format delivered straight to your inbox every Monday morning. $SENEA $KINS $NURS.V. https://t.co/KTZomeQJ1y We just published the third issue of our weekly earnings brief. Our mission is simple: we distill the most important small-cap earnings releases into a curated high-signal format delivered straight to your inbox every Monday morning. $SENEA $KINS $NURS.V."
X Link 2026-02-09T13:07Z 11.1K followers, [----] engagements

"Time might has come for this one as well. VENEZUELA TO GRANT MORE OIL DRILLING BLOCKS TO CHEVRON AND REPSOL SOURCES SAY. VENEZUELA TO GRANT MORE OIL DRILLING BLOCKS TO CHEVRON AND REPSOL SOURCES SAY"
X Link 2026-02-13T10:32Z 11.1K followers, [----] engagements

"https://treasure-hunting.co/p/quick-idea-an-overlooked-low-downside https://treasure-hunting.co/p/quick-idea-an-overlooked-low-downside"
X Link 2026-02-13T10:32Z 11.1K followers, [----] engagements

"@mrjones321 Nice thanks for sharing. Any names you like that operate there"
X Link 2026-02-15T17:04Z 11.1K followers, [---] engagements

"@F_Compounders $ACNT"
X Link 2026-02-04T13:07Z 11.1K followers, [----] engagements

"Nice article highlighting a couple of good turnarounds that I am or was invested in. New Article Some of the biggest returns can come from turnarounds at the time of management change. These times are normally at peak disappointment and despair. https://t.co/iLwoUc86gs New Article Some of the biggest returns can come from turnarounds at the time of management change. These times are normally at peak disappointment and despair. https://t.co/iLwoUc86gs"
X Link 2026-02-11T11:28Z 11.1K followers, [----] engagements

"POV: You're 'just testing' Claude"
X Link 2026-02-12T22:53Z 11.1K followers, [----] engagements

"Full article here (free): https://treasure-hunting.co/p/the-great-rotation-long-live-the https://treasure-hunting.co/p/the-great-rotation-long-live-the"
X Link 2026-02-15T15:48Z 11.1K followers, [----] engagements

"Compounders where you dont expect them: This time $VIST an E&P company in Argentina (Vaca Muerta) with a 30% CAGR since listed in NYSE despite a COVID drawdown of 80%"
X Link 2026-02-09T14:07Z 11.1K followers, [----] engagements

"How did they do it Production increased yearly while decreasing lifting costs to $4.4/boe. Vaca Muerta has solid rocks and they are arguable the best player in the region. Election from Milei in [----] probably helped the company and stock as well"
X Link 2026-02-09T14:07Z 11.1K followers, [----] engagements

"Really good interview with @michael2017l. I always enjoy listening/talking to Micheal because not only is he very smart but also he has just such a unique strategy thats sounds weird at first but makes total sense once he explains it. Also I totally agree with his learning re: predicting incremental buyers vs. fundamentals [--] years out. For me the experience has been the same. Here is our latest Club Conversation with @michael2017l. Thank you for hosting @Valuehunte https://t.co/UmehwJAfUC https://t.co/BPUbzlw8J7 Here is our latest Club Conversation with @michael2017l. Thank you for hosting"
X Link 2026-02-16T17:17Z 11.1K followers, [----] engagements

"@DonChetis @BargainBuyer_ It was a pleasure to meet you guys After that meal I should sign up for $WW ;)"
X Link 2025-11-20T10:12Z 10.8K followers, [---] engagements

"$SNWV did recover from its lows at the beginning of November. Guidance was reiterated and it appears that the first shock from skin subs is behind us. $KLNG had a messy quarter but thesis intact. $IVFH well sounds like a Desaster. Going into Q3 earnings season here are some names of my portfolio where I think there is some decent upside at current prices: Going into Q3 earnings season here are some names of my portfolio where I think there is some decent upside at current prices:"
X Link 2025-11-28T23:53Z 11K followers, [----] engagements

"Every stock pitch should be able to be boiled down to three things: [--]. Consensus view [--]. Your variant view [--]. What event will make your variant view the consensus view"
X Link 2025-11-30T12:29Z 10.9K followers, 37.9K engagements

"And what you do after depends more on psychological factors: https://x.com/SebKrog/status/1996186155780317253s=20 My biggest learning from [----] is pretty simple: ego kills all returns. I recently re-read "The Art of Execution" which in my opinion is one of the best books about investing. The takeaway from the book is perfectly describes why [----] completely sucked for me. It's not about https://x.com/SebKrog/status/1996186155780317253s=20 My biggest learning from [----] is pretty simple: ego kills all returns. I recently re-read "The Art of Execution" which in my opinion is one of the best books"
X Link 2025-12-27T11:01Z 11K followers, [----] engagements

"Or said differently buying is easy selling is way harder. Especially in Microcaps because they are never flat but either go up 100% or down 50%. https://treasure-hunting.co/p/how-i-turned-a-three-bagger-intoutm_source=activity_item https://treasure-hunting.co/p/how-i-turned-a-three-bagger-intoutm_source=activity_item"
X Link 2025-12-27T11:02Z 11K followers, [----] engagements

"Since [----] I wrote up [--] companies. [--] of those since becoming a paid publication. [--] were winners [--] losers (62.50% win-rate). For paid subs thats [--] winners out of [--] write-ups (69% win-rate). Biggest winner: $DBO.TO with +300% $KLNG +153% and $BLM.V +140%. Biggest losers: $IVFH -41.7% $FIN.L -37% https://twitter.com/i/web/status/2005604572782342401 https://twitter.com/i/web/status/2005604572782342401"
X Link 2025-12-29T11:39Z 11K followers, 16.6K engagements

"@Tarasque009 Exactly. I pumped $KLNG so hard for [---] years that the company went from $4M in revenue per quarter to $6M+ per quarter. Accidentally they also won the biggest contract in their history. All due to me "pumping" the name. Same for $DBO.TO record last quarter"
X Link 2025-12-29T13:23Z 11K followers, [----] engagements

"I couldn't resist joining the Venezuela trade. While big caps like Chevron $CVE or Halliburton $HAL are well-known beneficiaries I think I've found an unknown small cap that might benefit even more"
X Link 2026-01-05T12:09Z 11K followers, [----] engagements

"I think letting your winners run is somewhat dangerous advice for microcaps. Simply because you actually never know when it is a winner. Stock can be up even 5-fold and it may have been a winner for two quarters but it doesn't mean it will be the winner one year from now"
X Link 2026-01-07T16:50Z 11K followers, [----] engagements

"Its easy to die of boredom holding $CPH.TO but the math beyond [----] is getting hard to ignore. Clear path to $31M+ EBITDA (w/o growth) Trading at 8.7x EV/EBITDA re-rate potential to 12-14x I broke this down in the Discord back in December"
X Link 2026-01-13T13:51Z 11K followers, [----] engagements

"While the market continues to march to new highs there are still plenty of names near lows. Here are some worth a look:"
X Link 2026-01-19T23:26Z 11K followers, [---] engagements

"$LFVN - MLM company for health products. One year ago shares traded at $25 now at $6. $FTLF CEO owns 6% and has a board seat. Shares trade down due to stagnation in sellers and fear of GLP-1. Was recently pitched at @marketplunger1 podcast Value Hive"
X Link 2026-01-19T23:26Z 11K followers, [---] engagements

"New deep-dive: Spin-off the market isnt pricing in. Base case: the market is valuing one segment at [--]. I think the upcoming spin is the catalyst to close the gap (SOTP: 90180% in my conservative case). Link in reply"
X Link 2026-01-20T12:33Z 11K followers, [----] engagements

"@walststocker Any view on the ceo"
X Link 2026-01-22T14:50Z 11K followers, [--] engagements

"As a rule of thumb I've learned not to bet that a slowing growth rate will speed up again in a (former) growth company"
X Link 2026-01-23T13:24Z 11K followers, [----] engagements

"@majgeoinvesting Read more here: https://smallcapearningsmonitor.substack.com/p/introducing-the-small-cap-earnings https://smallcapearningsmonitor.substack.com/p/introducing-the-small-cap-earnings"
X Link 2026-01-23T14:11Z 11K followers, [----] engagements

"@Arkenstone_R I thought that was your comment. But now I get it. Yes true but I think a lot of microcaps need the growth to a) become more profitable and b) attract higher multiple. So not sure it would fit for microcaps that well. In buffets case I think he also bought it pretty cheap"
X Link 2026-01-23T15:50Z 11K followers, [--] engagements

"I shared this earlier in the week but its the perfect setup if you want Oil exposure with downside protection. If Oil rips: This remain-co becomes a high-beta play with massive upside. If Oil stays flat: The thesis still works purely on closing the SOTP valuation gap by the spin-off. Its a way to play the macro theme without being completely at the mercy of the spot price. Full thesis breakdown: https://twitter.com/i/web/status/2015368596911002060 https://twitter.com/i/web/status/2015368596911002060"
X Link 2026-01-25T10:18Z 11K followers, [----] engagements

"@wonderingbread1 Well $HMTC was a good call"
X Link 2022-12-20T22:24Z 11K followers, [---] engagements

"On @evfcfaddict space I already talked about $FSNT (Fashionette) as a potential interesting idea. In my opinion this merger is a textbook Special Situation. We have two companies (Good Co Bad Co) that merge with a new Management that wants to turn the BadCo into a GoodCo 🧵"
X Link 2023-10-22T14:23Z 11K followers, [----] engagements

"What stock do you think you could buy today at a P/E of [--] based on [----] earnings My bets would be: Saga Furs $SAGCV Cipher $CPH.TO"
X Link 2024-01-25T17:52Z 11K followers, 14.6K engagements

"@IggyOnInvesting What does $kist"
X Link 2024-01-26T10:10Z 11K followers, [---] engagements

"@evfcfaddict http://www.otcmarkets.com http://www.otcmarkets.com"
X Link 2024-02-25T15:51Z 11K followers, [---] engagements

"@evfcfaddict Joke aside @Jam_invest has interesting picks. Saw $AATC last year on his acc"
X Link 2024-02-25T15:53Z 11K followers, [---] engagements

"@Jam_invest @evfcfaddict $aatc was also a good Call"
X Link 2024-02-25T17:48Z 11K followers, [---] engagements

"I wanted to write an update post on my investment strategy but it is so simple that it fits into a tweet: Overlooked microcap with unexciting earnings (or negative earnings) that is hitting or will shortly hit an inflection point in earnings (new product upswing in market) coupled with operating leverage and a cheap valuation. Usually I fish below $50 million MC in US and Canada. Thats it. I bought this set up 10x in the last [--] months"
X Link 2024-10-15T17:01Z 11K followers, [----] engagements

"I am currently three case studies into the new Buffett book. Its interesting to see that what has worked for him still works exactly the same today. While all of the three stocks were bargains usually trading below book value or even cash only the third stock turned out to be a great investment for Buffett. Why Because the capital allocation strategy of the company changed. They started to buy back shares and issued a dividend further the earnings bounced back from a loss to positive again. Interestingly just before they changed their strategy Buffett met with management. All of this is still"
X Link 2025-01-27T20:10Z 11K followers, [----] engagements

"The combination of a great management a great business AND a cheap valuation is so rare. Usually one of the three is missing if not you should load the boat"
X Link 2025-04-30T22:02Z 11K followers, 13.6K engagements

"Some thoughts on turnarounds Most microcaps that qualify as turnarounds share a common pattern: a new CEO arrives with a fresh strategyoften divesting an underperforming divisionto steer the company in a new direction. [--]. The Unscreenable Phase Turnarounds typically begin in a place where traditional stock screens overlook them. At this stage managements first move is almost always costcutting: Selling or shutting down moneylosing units Restructuring operating expenses Lifting gross margins through efficiency gains Think of it like hiring a financial coach for your personal budget: you cancel"
X Link 2025-07-15T15:44Z 11K followers, 27.8K engagements

"At the end of last year I bought two Canadian microcaps. One had great short-term potential but I wasnt particularly excited about the opportunity. The other business however felt more appealing to methough I couldnt quite explain why. I sized both positions at roughly 5% of the portfolio at cost. Now almost a year later the business that initially seemed less appealing has become my third-largest position at 11%. Not only did the share price more than double but I also added to the position along the way. The other stock on the other hand has gone nowhereits share price is flat and the"
X Link 2025-07-17T08:54Z 11K followers, 22.6K engagements

"The funny thing about investing is that the best investments are usually the ones that occupy you mentally the least. Its always the bad ones that take most of your mental capacity"
X Link 2025-08-08T14:00Z 11K followers, 36K engagements

"@taobanker What always kept me on the sidelines with that one is that it basically just exist to serve ProFrac"
X Link 2025-08-19T21:24Z 11K followers, [---] engagements

"@Tintincapital It looked interesting for [--] seconds. "Rectitude Holdings Announces $32.6 Million Standby Equity Purchase Agreement to Launch a Bitcoin Treasury Strategy""
X Link 2025-09-18T12:00Z 11K followers, [---] engagements

"I love how you still learn something new after 5th call with a CEO about a business that you have owned for years"
X Link 2025-09-19T17:22Z 11K followers, 23.2K engagements

"The $ACNT story in one graph. (There was a restatement in Q2 so the jump appears bigger but the trajectory remains the same). Last year in December I wrote up Ascent Industries $ACNT. I have now decided to remove the paywall. The write-up is free now. More importantly: Even though the catalyst has materialized the stock is only up 6% since then. https://t.co/sP6rq7XLnT Last year in December I wrote up Ascent Industries $ACNT. I have now decided to remove the paywall. The write-up is free now. More importantly: Even though the catalyst has materialized the stock is only up 6% since then."
X Link 2025-11-04T22:48Z 11K followers, [----] engagements

"Its absolutely incredible what guys like @iancassel @PaulAndreola @majgeoinvesting and @BobbyKKraft have done for the microcap space. Within minutes of researching a company you can access years information: Company presentations threads on the MCC or interviews with the CEO"
X Link 2025-11-10T19:06Z 11K followers, 24.8K engagements

"$ACNT I think you can beat the S&P500 over the next [--] years by simply buying ANY basket of US chemical companies The most bombed out sector on earth Some still have significant FCF especially after dividend cuts I think you can beat the S&P500 over the next [--] years by simply buying ANY basket of US chemical companies The most bombed out sector on earth Some still have significant FCF especially after dividend cuts"
X Link 2025-11-24T21:48Z 11K followers, [----] engagements

"@CapitalShipyard Commissions to the [----] reps"
X Link 2025-12-10T12:37Z 11K followers, [---] engagements

"When I pitched $ACNT to paid subs a year ago the market didn't care. The stock was boring to holduntil November when it ripped from $12 to $16+ in a month. Typical Microcap where you hold a stock for [--] months nothing happens and you make all your money in month 12"
X Link 2025-12-18T15:14Z 11K followers, [----] engagements

"Introducing: The Weekly Treasure Hunt Every week I filter the market for interesting set-ups or unjustified sell-offs. Issue #01 is live: [--] Beaten-Down Names (trading near lows) [--] Earnings Standouts My Top Watchlist Pick (trading at 5x EV/EBIT) $ACFN $DRT.TO $LFVN $EPSN https://twitter.com/i/web/status/2010670524330910110 https://twitter.com/i/web/status/2010670524330910110"
X Link 2026-01-12T11:09Z 11K followers, [----] engagements

"@natstewart5 Makes sense never thought about it that way"
X Link 2026-01-20T15:48Z 11K followers, [---] engagements

"While the overall markets is close to its highs here are three stocks near their lows with potential to recover"
X Link 2026-01-21T10:48Z 11K followers, [----] engagements

"$LFVN MLM supplement company trading at less than 6x earnings. Dayton Judd (CEO of FitLife) is on the board and owns close to 6% of the company. Shares trade down due to stagnation in sellers and fear of GLP-1 drugs"
X Link 2026-01-21T10:48Z 11K followers, [----] engagements

"I am excited to announce the launch of the SmallCapEarningsMonitor. A project from @majgeoinvesting and me. What is it Your fast track to micro-cap and small-cap earnings insights. Get the key quarterly highlights for US and Canadian companies (under $2B Market Cap) without sifting through hundreds of press releases. This is the first monitor built exclusively around earnings. Read more in the first reply. 👇"
X Link 2026-01-23T14:11Z 11K followers, [----] engagements

"@Arkenstone_R Good counter example why did growth re-accelerate there"
X Link 2026-01-23T15:41Z 11K followers, [---] engagements

"Hunting for value in the last lagging commodity. While gold and silver rip oil sits at $65. Is the sector uninvestable or a coiled spring My notes on three cheap names: https://treasurehunting.substack.com/p/is-the-oil-sector-a-buy-now-weekly https://treasurehunting.substack.com/p/is-the-oil-sector-a-buy-now-weekly"
X Link 2026-01-25T19:53Z 11K followers, [----] engagements

"It doesnt matter if markets are green or red; one push notification I always get is new 52-week low for $TZOO. Has anyone here any strong opinion I understand that Travelzoo shifted its business model from getting paid via advertising to a paid membership model at $40/year. They now have to spend money upfront to acquire these paid subscribers and those acquisition costs get expensed immediately while the revenue is recognized over the course of the yeareven though they receive the full $40 upfront. So the GAAP numbers look worse because the expense hits today. Is there anything more to it"
X Link 2026-01-27T14:37Z 11K followers, [----] engagements

"@dt432123 I havent looked that deep into it but first impression is either its the most obvious mispricing and will pop once the profits are shown in GAAP numbers or I am missing something"
X Link 2026-01-27T14:49Z 11K followers, [---] engagements

"@SFarringtonBKC I have a feeling it would just outperform the small caps lol"
X Link 2026-01-27T17:33Z 11K followers, [---] engagements

"👀 Hunting for value in the last lagging commodity. While gold and silver rip oil sits at $65. Is the sector uninvestable or a coiled spring My notes on three cheap names: https://t.co/yWEnzwBRcO Hunting for value in the last lagging commodity. While gold and silver rip oil sits at $65. Is the sector uninvestable or a coiled spring My notes on three cheap names: https://t.co/yWEnzwBRcO"
X Link 2026-01-29T14:14Z 11K followers, [----] engagements

"Check out our first issue of the "weekly earnings brief" 👇🏻👇🏻👇🏻 This Monday we published the first issue of our weekly earnings brief. Our mission is simple: we distill the most important small-cap earnings releases into a curated high-signal format delivered straight to your inbox every Monday morning. $IDXG $LYTS $SMTI $FSI + more https://t.co/2G1f7mNq8Q This Monday we published the first issue of our weekly earnings brief. Our mission is simple: we distill the most important small-cap earnings releases into a curated high-signal format delivered straight to your inbox every Monday"
X Link 2026-01-29T16:13Z 11K followers, [----] engagements

"@djlowe Possible but I still think oil is cheap if you take into account weaker dollar inflation gold prices etc. even if no political risk materializes"
X Link 2026-01-29T22:20Z 11K followers, [--] engagements

"@MaaizKhan The time is so long between Q3 and Q4 report that usually the stock just keeps the momentum caused by the q3 report unless other news comes out. I think Q3 was a step down compared to Q2"
X Link 2026-01-30T21:10Z 11K followers, [---] engagements

"If youre European (or non-US) nows a great time to subscribe to your favorite Substacks. Prices are set in dollars so as long as the dollar is still weak you basically getting a 10+% discount. Some recommendations below: 👇"
X Link 2026-01-31T10:12Z 11K followers, [----] engagements

"For microcaps: @Kreuzmann13 @david_katunaric For Asia: @MikeFritzell For LATAM: @irbezek Special sits/ value investing (small caps/ mid caps): @ClarkSquareCap"
X Link 2026-01-31T10:12Z 11K followers, [----] engagements

"@david_katunaric @Tracktacle_app"
X Link 2026-02-03T09:57Z 11K followers, [----] engagements

"@david_katunaric @Tracktacle_app oh sorry youre right"
X Link 2026-02-03T10:02Z 11K followers, [---] engagements

"Say a stock trades at 9x EV/FCF. EV cause of debt is meaningfully higher than market cap. By paying down the debt you lower the debt component of the EV. So applying the same multiple some years later on a company with lower debt and the EV will (almost) equal the market cap. So EV stayed the same but market cap is (in that case) 65% higher. https://twitter.com/i/web/status/2019444795366641913 https://twitter.com/i/web/status/2019444795366641913"
X Link 2026-02-05T16:15Z 11K followers, [----] engagements

"@jupiters_string Sure but why keep it on the balance sheet If you pay down debt you also have lower interest payments and derisked the stock (which could mean it deserves a higher multiple)"
X Link 2026-02-05T16:21Z 11K followers, [---] engagements

"@jupiters_string @searching4value Thats why EV to stay the same while deleveraging the market cap rises. And thats my conservative thesis for this name"
X Link 2026-02-07T10:36Z 11K followers, [--] engagements

"Endor was the second microcap stock I bought in my life. It was back in [----]. My "thesis" was that I like their products and that SimRacing will continue to grow after COVID. Nice reminder that microcaps can go to [--] - and that you really need to know your game"
X Link 2024-05-09T11:28Z 11.1K followers, 13K engagements

"You wont find any stocks going A-Z if you do the two mistakes I did"
X Link 2024-09-27T14:43Z 11.1K followers, 36K engagements

"$BRAG.TO - Down from CA$28 to CA$3ish. The company trades at less than 4x EV/EBITDA. Stock has been punished for regulatory changes in the Netherlands which used to be their cash cow"
X Link 2026-01-21T10:48Z 11.1K followers, [----] engagements

"Every frickin' Saturday"
X Link 2024-02-03T10:05Z 11.1K followers, [----] engagements

"New write up: Spar Group $SGRP sold its joint venture partnerships and now trades at less than 3.5x EV/EBITDA or less than 7x EV/FCF. To sum it up: - Cheap Valuation - Buyback program authorized (10% of all shares) - Gross Margins improvements Link in my Bio"
X Link 2024-04-28T16:07Z 11.1K followers, 21.9K engagements

"This was perhaps the most practical advice from Buffett for any ambitious stock picker. If you love the game and have only a couple millions or less 50% per year are still possible. For that you need to look at a lot of weird little stocks and you will still find anomalies"
X Link 2024-05-04T19:34Z 11.1K followers, 318.2K engagements

"5/ The second asset they acquired was the US sales team. This gives them more possibilities. First they can bring their Legacy drugs in house. This would end the relationship with SUN which has been a risk as SUN brought out an own drug as competitor to Absorbica"
X Link 2024-07-29T20:15Z 11.1K followers, [----] engagements

"My biggest learning from [----] is pretty simple: ego kills all returns. I recently re-read "The Art of Execution" which in my opinion is one of the best books about investing. The takeaway from the book is perfectly describes why [----] completely sucked for me. It's not about what stocks you pick necessarily; it's what you do after you bought them hence the title "The Art of Execution." To put it differently your slugging average is more important than your batting average. Apparently George Soros was right only three out of ten times yet he had one of the best track records. Why Because when"
X Link 2025-12-03T11:54Z 11.1K followers, 21.2K engagements

"$EPSN - If you are bullish Oil you might want to look at this one. Shares are down from $8 to $4. The last acquisition made investors cautious. The biggest investor Solas has been selling shares while the CEO has been buying sub-$5. https://twitter.com/i/web/status/2013926763164844519 https://twitter.com/i/web/status/2013926763164844519"
X Link 2026-01-21T10:48Z 11.1K followers, [----] engagements

"RT @majgeoinvesting: Just as a reminder. this Monday morning @EPSMonitor will be publishing the next batch of earnings reports from last"
X Link 2026-02-07T16:27Z 11.1K followers, [--] engagements

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