@SmallCapKing2 Avatar @SmallCapKing2 SmallCapKing

SmallCapKing posts on X about $eglx, $byrn, stocks, target 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 35.59% stocks 22.03% cryptocurrencies 5.08% technology brands 4.24% social networks 2.54% exchanges 1.69% currencies 0.85%

Social topic influence $eglx 32.2%, $byrn #2, stocks 17.8%, target 11.86%, biz 7.63%, ai 6.78%, strong 5.93%, gaming 5.08%, this is 5.08%, $aiot #2

Top accounts mentioned or mentioned by @samwhitman56095 @jeppemckvack @bullsbayretail @gustaverikss0n @chesir3cat @doktorandinvest @mikeysmithman @abcpokerbi @dfabian21 @hankmoodyjr @schinskytrades @uboat159 @hank_moody_jr @gz_cap @nfl @oldf500cfo @eglx @henry431171040 @nativistconcern @sfarringtonbkc

Top assets mentioned OKZOO (AIOT) ARS Pharmaceuticals, Inc. (SPRY) Federal Agricultural Mortgage Corporation (AGM) Alkami Technology, Inc. (ALKT) Netflix Inc (NFLX) Academy Sports & Outdoors, Inc. (ASO) Corsair Gaming, Inc. (CRSR) Alphabet Inc Class A (GOOGL) Acco Brands Corporation (ACCO) Amazon.com, Inc. (AMZN)

Top Social Posts

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

"Upon first glance the HUGE # catching my eye in the $ENGMF release is Q4's revenue per viewer of 52c. That's the KEY number in future revenue and profit growth and was 26c in Q3 My FY21 estimate had 50c for the whole year. I'm clearly low. More to come. #stocks #smallcaps"
X Link 2021-03-22T20:44Z [----] followers, [--] engagements

"Guess we had a "buy the rumor / sell the news" on $EGLX today. No one should panic. Seen it a million times over the decades. Stick with the long-term fundamentals and sleep well at night. #stocks #smallcaps"
X Link 2021-04-21T13:59Z [----] followers, [--] engagements

"$EGLX continues to trade generally "in sympathy" with other eSports names but if you watch closely they are slowly but surely differentiating themselves. And every company I talk to in the space thinks they're extremely well positioned. New price target soon. #stocks #smallcaps"
X Link 2021-05-10T20:14Z [----] followers, [--] engagements

"Looks like the movie studios are becoming heavy advertisers on $EGLX. Hmmm. Movies just starting to make it back to theatres huge ramp of movies into Q4 and a ton of movies made pre-COVID that should make a very busy FY22 box office. Interesting Upside #stocks #smallcaps"
X Link 2021-06-21T16:54Z [----] followers, [--] engagements

"Scotiabank initiates on $EGLX w/ an Outperform rating and C$9.25 target up about 40%. I think both are too conservative but that's how the Street works. They want to play the "beat & raise" game w/ cont'd increasing price targets as $EGLX performs. #stocks #smallcaps"
X Link 2021-07-29T15:08Z [----] followers, [--] engagements

"My $EGLX expectations for tomorrow are more aggressive than most (all). For the metrics that matter I'm looking for C$36M in revenues (ex any F/X adjustment) and 21.5% in gross margin. 9c loss is irrelevant. Everyone is looking at revenues and gross margin. #stocks #smallcaps"
X Link 2021-08-09T15:49Z [----] followers, [--] engagements

"Don't even think of asking me about $EGLX's continued decline down a lot today. I have no clue what drives other people's decisions. But I believe in the fundamentals - and they're certainly better than last Q - so I don't understand. But I have no fear; just confusion"
X Link 2021-08-23T13:49Z [----] followers, [--] engagements

"Now's a great time to buy $EGLX. Not just because it's down but because the assumptions to justify the market cap are so reasonable now. Let me go through them in the next few tweets. (more)"
X Link 2021-08-23T14:21Z [----] followers, [--] engagements

"$EGLX has highest month of US viewership in July. "At a time when more entertainment options were available in the US and restrictions on activities were lifted in many states more Gen Z and Millennial gamers still chose to spend their time on Enthusiast Gaming platforms.""
X Link 2021-08-30T02:28Z [----] followers, [--] engagements

"Smart move by $EGLX to have July results audited and verified by Nielsen. I suspect this is another tool in the toolbox of the budding sales force to legitimize sales to Gen Z by $EGLX to big potential advertisers"
X Link 2021-08-31T13:30Z [----] followers, [--] engagements

"I just noticed that $GMBL's market cap is only 15% below $EGLX outperforming $EGLX by 15% since $EGLX listed on NASDAQ. All due respect to $GMBL holders but that's nuts They're light years behind $EGLX. Normalizing will occur hopefully thru $EGLX appreciation. #stocks"
X Link 2021-10-14T13:34Z [----] followers, [--] engagements

"$EGLX reports after the close. The Street is at $41.5M revs -$4M EBITDA and -7c EPS. I'm more aggressive looking for $45M in revs but also -4M EBITDA and -9c. The key is to be above street revs and being in the ballpark of our EBITDA estimates"
X Link 2021-11-10T17:39Z [----] followers, [--] engagements

"H.C. Wainwright raises $EGLX price target from C$7 to C$8. Still too low but they have to play the game of continuing to allow room for more raises as the stock goes up"
X Link 2021-11-24T14:26Z [----] followers, [--] engagements

"My friends let me share this chart summing up my thinking that $EGLX is being pummeled by association w/ all the crap egaming companies having no viable models. Here's $AMZN in [----] plunging from $113 to $5.50 before beginning it's huge run. All in sympathy w/ crappy dot-coms"
X Link 2021-12-03T22:25Z [----] followers, [--] engagements

"$EGLX posted prelim Q4 #'s today (Q4's take longer to release given more SEC red tape). Revenues $56.9M direct sales $8.8M and gross margin 24.1% all in-line w/ my $57M $9M and 24.6% and all above Wall St by a decent amount. A good print. #stocks #smallcaps"
X Link 2022-02-08T14:07Z [----] followers, [--] engagements

"Interesting that even in this horrible tape $EGLX is holding onto gains. Volume is twice daily average too. I still don't know what's going on but I like it"
X Link 2022-02-11T19:40Z [----] followers, [--] engagements

"$EGLX was the 3rd biggest % gainer in the NASDAQ this week up 44.8%. There's something we've been waiting for"
X Link 2022-02-12T18:23Z [----] followers, [--] engagements

"All the egaming stocks look to be hot lately so I checked. and $EGLX is dominating the group (top line in the chart below). To me it's a great sign that they're not all trading together. #stocks #smallcaps"
X Link 2022-02-15T19:08Z [----] followers, [--] engagements

"$EGLX reports after the close. My expectations usually hi but on the correct side of the Street. I'm looking for $52.5M & 29.3% gross margin (10c loss PRE-Greywood legal costs). Street at $50.3M & 9c loss. That loss likely to be disappointed due to Greywood. Won't hurt stock"
X Link 2022-08-15T14:00Z [----] followers, [--] engagements

"I won't be around tonight when $EGLX reports earnings so don't read into my lack of commentary. I'll have stuff to say tmo. Good luck to all us shareholders"
X Link 2022-08-15T18:52Z [----] followers, [--] engagements

"Just bought more $EGLX at $1.39. Prior to last week I hadn't bought for months. I expect the stock to move by year-end as people start to appreciate the positive shift to EBITDA profitability. We'll see. Tough to catch the falling knife"
X Link 2022-08-26T16:05Z [----] followers, [--] engagements

"Ah just saw it. $EGLX and NFL joined up to launch NFL Tuesday Night Gaming. Now THAT's a relevant press release for a change #stocks #smallcaps"
X Link 2022-08-31T13:18Z [----] followers, [--] engagements

"Modestly increasing my $EGLX target to US$8.75 v. today's $1.40. I only factored in the FY23 NFL contract opportunities not potential derivative reactions that could further boost $EGLX sales and profits. I still have cash flow (+) in Q4 but much higher than before in FY23"
X Link 2022-08-31T16:51Z [----] followers, [--] engagements

"$EGLX adds Nickelodeon and Universal Pictures as advertisers on NFL Tuesday Night Gaming (for the 3-part Family Gaming Series)"
X Link 2022-10-24T13:31Z [----] followers, [--] engagements

"From B.Riley "Model $EGLX C$57M & C$(3.0M) EBITDA w/ consensus C$55M/C$(2.8M). Rare value near all-time lo 0.5x EV/Revs as breaks into (+) EBITDA & posts 30%+ Y/Y rev growth." I'm Street w/ C$53.5M & C$(4.4M) but I think positive progression more important & value is right"
X Link 2022-11-11T17:35Z [----] followers, [--] engagements

"Upon review I'm still bullish on $EGLX maintaining US$4.50 target (tho it's still tough to value). Already seems Q4 may be like Q3 - Street too hi on revs (which could be sd growth) offset by better margins. FY23 cash profit expectation IS a big deal and differentiator"
X Link 2022-11-15T16:43Z [----] followers, [--] engagements

"$EGLX deal with $NFLX fueling pre-market gain of about 10%. So that's the @NFL $NFLX many major companies as advertisers and discussions with [--] other sports networks. Remind me why the stock is at 62c #stocks #smallcaps"
X Link 2022-12-01T13:11Z [----] followers, [--] engagements

"I brought up a new name a few months ago $ALKT and I'm more excited about it after the Q especially w/ the stock decline from a small timing-related issue. This is an incredibly stable biz w/ massive growth and strong backlog. What's not to like Stock should be $30 IMO"
X Link 2025-11-12T17:39Z [----] followers, [---] engagements

"FYI for all the $AQST cheerleaders who took personal shots at me for defending my investment in $SPRY while arguing the negative aspects of $AQST for the betterment of everyone's research why not own up with similarly shallow shots at yourself"
X Link 2026-01-09T14:25Z [----] followers, [----] engagements

"My FY26 revs for $BYRN are about 8% above the Street w/ FY27 10+% above. On EBITDA I'm about 20% above on both. And on EPS I'm at 75c in FY26 and $1.03 in FY27 w/ the [--] sell-siders I'm looking at avg'ing 53c & 72c. If they can justify $30 my #'s would suggest MUCH higher"
X Link 2026-02-08T17:53Z [----] followers, [---] engagements

"@SamWhitman56095 That's the short version. But it helps integrate them so tightly into an organization that it's very difficult to be displaced. And again $AIOT is an AI user in their development (it's in their ticker). With such small market share and such order/pipeline momentum I like it"
X Link 2026-02-12T17:30Z [----] followers, [---] engagements

"1/ Pumped about my newest buy $ASO a massively-undervalued southern US sporting goods retailer at the trough of a significant turnaround as revs grow again margin growth turns positive and EPS not up YOY. (more)"
X Link 2025-12-29T21:16Z [----] followers, [----] engagements

"@bullsbayretail Last wk $TSQ had a meme-like rise on massive "bro volume." Look 50% of their biz is radio - a melting ice cube. Digi adv'ing on the web got slapped last Q in what makes sense to be just the opening salvo. And the website build biz has no moat esp'y vs AI. I can do more detail"
X Link 2026-02-04T04:29Z [----] followers, [--] engagements

"@GustavErikss0n Gotta focus on the long-term and take advantage of these opportunities. A market truism: Over the long-term stocks follow earnings. Period. That's why I've been buying more and more and more $BYRN. without fear I don't know when I'll get the suckers' money but I will"
X Link 2026-02-05T15:38Z [----] followers, [---] engagements

"Whew After the $ULBI hit today I'm breathing a little easier seeing each of my [--] companies that reported after the close trading up even just modestly in the after hours. $BLFS a big one; $AGM a GREAT long-long-term play; $CRSR my "trade" stock (not long-term investment)"
X Link 2025-08-07T20:50Z [----] followers, [----] engagements

"My big position in $AGM is up today likely given no call out for any increases in reserves or bad debt despite all the pressure on farmers from governmental actions this year. $AGM is extremely diversified so this isn't a huge shock. Stock worth $188 IMO"
X Link 2025-11-04T15:08Z [----] followers, [---] engagements

"@oldF500cfo Valuation on this is tough. However even w/ add'l foci like wind power $AGM is the same as ever. And historically this stock trades steadily around 8.9x EPS (see below). I think we could boost that a few pts for wind and the securitizations but cautious now on farm economics"
X Link 2025-11-06T06:01Z [----] followers, [---] engagements

"I don't play in the pre-market much (often not enough liquidity anyway) but for the reasons I spelled out in earlier tweets I took advantage to buy $SPRY at and below $12.40. The stock isn't MUCH higher right now but I'm glad I took advantage before the bigger boys could"
X Link 2026-01-09T14:41Z [----] followers, [---] engagements

"Does anyone know $AVO Thru $CVGW I now have a ton of exposure to a company I don't know. I don't like that. If anyone is willing to share info please do. I know a lot of pros follow me so please pay it back. If you're afraid to post publicly DM me"
X Link 2026-01-15T17:14Z [----] followers, [---] engagements

"Ccan't believe the ass-kicking I've been getting on $BYRN $PAYS and today $ALKT. I know the bear case on $BYRN (and I'm comfy with it) but if anyone wants to pitch the bear case on $PAYS or $ALKT I'd love to hear it and see if I'm missing something. Bought more $PAYS today"
X Link 2026-02-03T17:50Z [----] followers, [---] engagements

"I can't wait for $BYRN to report Q1 Thu AM if nothing else but give us some freakin' news to allow us better assess this massive drop in the stock and whether it's logical or not. I think it's short-term-ism on Q4 REVs (already released) and a huge $-making opp'y on FY26"
X Link 2026-02-04T15:07Z [----] followers, [---] engagements

"$BYRN up 12% premarket [--] min after release as I see NOTHING in the release (besides sales already disclosed that disappointed). IN FACT $BYRN is increasing production further to meet demand including higher-than-expected re-orders from new retailer carriers That's bullish"
X Link 2026-02-05T13:14Z [----] followers, [----] engagements

"@jeppemckvack [--] minutes ago. See the tweet I just put out. I see nothing wrong and a few things right in $BYRN's Q4 release"
X Link 2026-02-05T13:15Z [----] followers, [---] engagements

"I just bought MORE share of $BYRN in the premarket over $14. These results suggest to me that my previous $30 target (to be adjusted as it is after every Q) is still legitimate. Can someone count how many times in the last [--] months I've bought more LOL"
X Link 2026-02-05T13:18Z [----] followers, [---] engagements

"@AbcpokerBI No guidance from $BYRN. I forgot that they never do. So nothing bad about that"
X Link 2026-02-05T13:41Z [----] followers, [---] engagements

"@jeppemckvack The short case is tough. Their best argument is that $BYRN's direct-to-consumer sales declined but as mgmt said the company used their website to send people to B&M retailers so people could "shoot" the launchers which leads to higher conversion. (more)"
X Link 2026-02-05T13:44Z [----] followers, [---] engagements

"@jeppemckvack $BYRN knows that sending direct users to B&M isn't a great long-term strategy even w/ higher conversion (hurts margin) but made sense in the short-term. Only other bear argument is lower margins but that's a lot of 1x issues. Nothing that won't be solved here in FY26"
X Link 2026-02-05T13:45Z [----] followers, [---] engagements

"So far $BYRN call is very upbeat and shows the path to cont'd strong growth in FY26"
X Link 2026-02-05T14:21Z [----] followers, [---] engagements

"Forgot to mention that $BYRN bought back $1.1M of stock in Q4"
X Link 2026-02-05T14:33Z [----] followers, [---] engagements

"Shocked at $BYRN price action today. sigh. May be buying even more now that all the news is out and I'm not seeing anything significantly negative but the tremendous positives being reaffirmed"
X Link 2026-02-05T14:42Z [----] followers, [----] engagements

"Who's hearing any significant negatives on $BYRN this morning Please share. I'm scratching my head and have almost no hair left on top"
X Link 2026-02-05T14:48Z [----] followers, [----] engagements

"Yup just bought more $BYRN AGAIN The call is only giving me continued very bullish vibes. (P.S. for those asking me questions I'll answer when I'm off this call. I also have my own call later.)"
X Link 2026-02-05T14:55Z [----] followers, [----] engagements

"@DoktorandInvest @jeppemckvack 1) Most $BYRN dealers added late FY25; adding 33% more this year; 2) 4-5% price increases across the board; 3) new products incl'ing a $30 more expensive improved CL; 4) broader exposure beyond right-wing. Many reasons for margin improvement. No sign of waning popularity"
X Link 2026-02-05T15:32Z [----] followers, [---] engagements

"@Dfabian21 Bryan is a terrific guy and started something very special w/ $BYRN. That said as a [--] decade small cap portfolio manager I would say that every small company hits a point where the founder needs to leave and mgmt "upgraded." A good seasoned CEO can take $BYRN to another level"
X Link 2026-02-05T15:34Z [----] followers, [---] engagements

"@Dfabian21 Maybe there's fear of $BYRN CEO and COO leaving same yr. Well Bryan leaving is not new news (though this was his first public comment). He even said on the call that half his calls asked about this. 2nd as I just tweeted elsewhere a mgmt "upgrade" can be a very positive thing"
X Link 2026-02-05T15:36Z [----] followers, [---] engagements

"@bullsbayretail @GustavErikss0n $BYRN doesn't do guidance. And I'll respectfully disagree with you. I like when co's don't give guidance - gives an advantage to those who do the tough work. But let's face it sell side "analysts" just give what the co wants them to say anyway. I want them judged on actuals"
X Link 2026-02-05T16:39Z [----] followers, [---] engagements

"Good to see $BYRN re-rebounding and up even just 4% though it should be much much higher IMO"
X Link 2026-02-05T16:59Z [----] followers, [----] engagements

"Revisiting my assumptions and model I'm lowering my $BYRN target from $30 to $25 (still up 100%). I'm conservatively not giving them credit for new initiatives thus moderating my rev growth and margin growth assumptions. Still 59% EBITDA growth expected. $1 EPS in FY27"
X Link 2026-02-05T17:54Z [----] followers, [----] engagements

"Looks like those who like $BYRN are feeling freer to buy today now that the confusion of yesterday's midday drop is behind us. Sounds to me like there's been a massive seller the last few weeks. Probably used yesterday's #'s to puke the rest of his position"
X Link 2026-02-06T14:44Z [----] followers, [---] engagements

"@chesir3cat Bryan's been open in private about his desire to step down as CEO of $BYRN. He wants to relax and travel with his wife. BUT he agrees as I've suggested to him that this is a great opportunity for $BYRN to get a new accomplished CEO to take it to the next level"
X Link 2026-02-07T18:04Z [----] followers, [---] engagements

"@chesir3cat As an aside re: $BYRN's COO resignation official in about [--] more days (a good sign when a guy stays on for a bit) is simply due to the fact that he got an amazing offer from another co that allows he and his wife to spend 1/2 the year in Europe which they wanted. It happens"
X Link 2026-02-07T18:05Z [----] followers, [---] engagements

"Sell-side ests for $BYRN's FY26 & FY27 are out w/ my #'s well above all of theirs. I may be a little aggressive w/ growth rates stabilizing but my bottom-up work suggests chain stores will drive that. I'm also not factoring upside "options" I don't believe will work. (more)"
X Link 2026-02-08T17:50Z [----] followers, [----] engagements

"Having first found $AIOT a month ago and now seeing my first Q'ly results since I remain very bullish. Biz has rounded the bottom and is accelerating 80% of revs recurring nailed a massive new contract and growing margins. 25% EPS grower at 15x No short-term AI risk IMO"
X Link 2026-02-09T21:13Z [----] followers, [----] engagements

"Bought more $AIOT today on this 9% dip. Thank you to the sellers"
X Link 2026-02-10T17:24Z [----] followers, [----] engagements

"@hank_moody_jr I have 35c for $AIOT's FY27 (Mar YE) but recognize that I'm still relatively new to the name so I haven't really beaten down those #'s like I have for my other names yet"
X Link 2026-02-11T21:01Z [----] followers, [--] engagements

"@SamWhitman56095 The turbulence is in the stock market not $AIOT's biz. Biz is cranking. Not just current biz but orders pipeline etc. Prior acq's have made them a top [--] player in a very fragmented industry. Their opportunity set is enormous and they just landed a massive deal that proves it"
X Link 2026-02-11T21:03Z [----] followers, [---] engagements

"@GustavErikss0n @Mikeysmithman @chesir3cat I don't. At the right price I of course wouldn't mind it. But $BYRN would need well over a 100% premium particularly given that many shareholders bought $25. But I don't think they're thinking sale. They know there's only one buyer right now. Not good for their leverage"
X Link 2026-02-12T17:25Z [----] followers, [---] engagements

"@SamWhitman56095 Ah now I understand. Well the services $AIOT provides and the data they integrate and share - which all sounds replicable by AI - comes from proprietary equipment they provide the customer. AI can't do that. Plus $AIOT is actually using AI now to add the value they're adding"
X Link 2026-02-12T17:28Z [----] followers, [--] engagements

"Anyone want to participate in a stock pitch-and-pick contest for [----] If there are enough 'yes' votes I'll post details. (I'm thinking contestents send a [--] paragraph pitch. Prizes for best pitch and eventually best pick No idea yet. Yes let's do it Nah no interest Yes let's do it Nah no interest"
X Link 2025-12-30T18:29Z [----] followers, [----] engagements

"This is why we have the discussions on $SPRY and $AQST. I admit I pulled back on my $SPRY position for fear of $AQST getting approved which I thought was over 50% but not near 100%. But those who assumed 100% weren't listening to the valid arguments. $AQST down 48% premarket"
X Link 2026-01-09T13:43Z [----] followers, [---] engagements

"@hank_moody_jr Yeah. if anyone else wants to share their own analysis I wouldn't mind more thoughts on $AIOT as I lose my a$$ in this software sell-off. $AIOT seems to be not only a survivor but a thriver. But I'd love to hear other opinions particularly those who think I'd dead wrong"
X Link 2026-02-12T17:27Z [----] followers, [--] engagements

"Really curious to see $CRSR's report tonight. (I'm on the sidelines.) On the one hand they should be make a SH*T-TON of $ on the "carry cost" of DRAM. On the other hand with GPU & DRAM costs soaring no one can afford to build a new computer with their products. Hmmm"
X Link 2026-02-12T18:10Z [----] followers, [----] engagements

"Not only did my thesis come true that $CRSR's gaming sales would be hurt by higher GPU and memory pricing but computer & electronics CPI came in this morning +3.1% MOM (not YOY) Watch those electronics stocks even as big as $AAPL. Memory prices making these unaffordable"
X Link 2026-02-13T14:08Z [----] followers, [---] engagements

"@SamWhitman56095 Honestly that's not really concentration IMO (I consider concentration as a single customer over say 20% or a top 3-5 over 50% in total. But that's me. And now $AIOT has the new $100M customer coming in over the next [--] years. Thanks for the (cont'd) discussion"
X Link 2026-02-13T14:51Z [----] followers, [--] engagements

"Interesting article in Newsweek by @EGLX CEO. Put your political opinions aside - this is about making $ in the mkt. Your biases can only hurt you. The bottom line is $EGLX is becoming a key accepted medium for reaching younger demos. #stocks #smallcaps https://www.newsweek.com/different-battle-underway-future-politics-business-opinion-1581404 https://www.newsweek.com/different-battle-underway-future-politics-business-opinion-1581404"
X Link 2021-05-01T14:45Z [----] followers, [--] engagements

"As many of you have read I believe in continuous analysis - buying and selling are not point decisions but with continuous analysis in between. Given that process I'm bumping my $EGLX price target back up $1 to $21.35. Again the range can be huge but that's my best"
X Link 2021-05-20T16:52Z [----] followers, [--] engagements

"I've been asked many times about $EGLX's seeming concentration riks w/ a 62% customer specified in its financials. I've confirmed my belief that it is $GOOG since $GOOG serves up $EGLX's programmatic ads (+YouTube) so not a concentration risk. #stocks #smallcaps"
X Link 2021-05-24T12:41Z [----] followers, [--] engagements

"H.C. Wainwright initiates coverage of $EGLX with a $10 price target. Stock indicating up 5% for the open at the moment"
X Link 2021-06-23T11:59Z [----] followers, [--] engagements

"Commented on $EGLX - Enthusiast Gaming Isn't As Exciting As It Seems. https://seekingalpha.com/article/4458418-enthusiast-gaming-stock-is-not-as-exciting-as-it-seemssource=twitter&sht=r0incu&shu=lk2je#comment-90276391 https://seekingalpha.com/article/4458418-enthusiast-gaming-stock-is-not-as-exciting-as-it-seemssource=twitter&sht=r0incu&shu=lk2je#comment-90276391"
X Link 2021-10-05T18:00Z [----] followers, [--] engagements

"$EGLX direct sales of $6.8M - that's what we wanted to see. Continued strong improvement"
X Link 2021-11-10T21:21Z [----] followers, [--] engagements

"Finishing my work on $EXPR. are you ready for this. I have a $15 price target on this $2.93 stock. It's been a while since I found a stock that's made me this excited after my initial research. The last was $KIRK. That worked out damn well #stocks #smallcaps"
X Link 2021-12-17T15:08Z [----] followers, [--] engagements

"One of the MOST IMPORTANT items of #stockmarket wisdom I can share that most pros don't even recognize. The best #stocks are NOT necessarily the best companies; the best #stocks are the companies IMPROVING the most. That's why my biggest winners are always turnarounds"
X Link 2022-01-21T18:15Z [----] followers, [--] engagements

"Not only did $EGLX beat the sell-side strongly on revs & GM this Q but I'm still above them on EBITDA (-$1.8M v -$3M) & EPS (-7c v -8c). I'm above on all metrics each Q next yr. And I expect EBITDA + in 4Q22 and all FY23 (they don't on either). EPS late [--]. Target upped to US$11"
X Link 2022-02-08T19:34Z [----] followers, [--] engagements

"For those interested (though personally I only care when $EGLX turns this into $). "Luminosity Gaming registers 34% growth in Twitch hours watched in [--] months. Luminosity Gamings Twitch hours watched are now 50% greater than the nearest esports competitor." #stocks #smallcaps"
X Link 2022-02-15T13:47Z [----] followers, [--] engagements

"Any word on $EGLX's 10% pop today [--] days in a row of gains. Nice way to break a "slow bleed streak.""
X Link 2022-03-18T16:12Z [----] followers, [--] engagements

"After much due diligence and while there's still some "show me" I continue to feel good about $EGLX. I did bring my target down from C$11 - C$9.75 (US $8 which I'll use from now on) but importantly I think EBITDA+ still likely late FY22. (more)"
X Link 2022-03-29T17:00Z [----] followers, [--] engagements

"Just added to my $EGLX position for the first time in months. Fundamentals are great masked unfortunately by the Greywood-caused increased operating expenses. Regardless ad mkt not a problem and EBITDA profits still on track for Q4 & FY23. Stock should at least triple"
X Link 2022-08-16T16:51Z [----] followers, [--] engagements

"Just took advantage of the post-release price action to add more $EGLX today. Nothing has changed since US$1.73 on release day - and biz is even better since prior to that time. What nothing has changed I salivate at the discount thanks to Mr. Market. I'll take more at $1.40"
X Link 2022-08-22T13:40Z [----] followers, [--] engagements

"Money meet mouth. I just added to my $EGLX position by another 15%"
X Link 2022-08-31T15:11Z [----] followers, [--] engagements

"$EGLX getting out there and attending [--] upcoming investor conferences - one with UBS and the other with Benchmark Securities. Nice to see it up again today"
X Link 2022-11-28T22:07Z [----] followers, [--] engagements

"Not to jinx things nor to ignore the fact that we're still down a ton but it's great to see $EGLX up 15% today after the 16% gain yesterday. A little insider buying a couple of conferences a press release on the $NFLX agreement and cont'd execution do wonders"
X Link 2022-12-02T19:49Z [----] followers, [--] engagements

"Net-net of those last [--] updates I loaded the boat on $PAYS drop - I previously liked to $6.85 sold (thankfully) but now think is worth $10 (such exciting biz mo'). Surprised by $SGC biz optimism so re-established a bigger position there. No change in my $TSQ or $CYRX holding"
X Link 2025-08-07T13:53Z [----] followers, [----] engagements

"Steady-eddy $AGM my declared best long-long-term investment having a strong day post-earnings. This steady stock shouldn't really surprise and jump 5% but still upside to $212. My game here: buy w/o hesitation every time there's 15% upside. Sell at target. Wash. Rinse. Repeat"
X Link 2025-08-08T14:42Z [----] followers, [---] engagements

"Even if people get confused by the unfortunate confusing accounting forced on $MPAA and use GAAP #'s instead of adjusted like every other company they should still get to a price target around $20 up 30%. Not quite my 100% but not too shabby"
X Link 2025-08-12T15:20Z [----] followers, [---] engagements

"Was eyeing buying even more $MPAA who should benefit from any downturn and people "stretching" the life of their cars before buying new ones. I see this particularly w/ young people where unemployment is almost 8%. The turn for $MPAA is happening. I'm psyched about it"
X Link 2025-09-02T13:42Z [----] followers, [---] engagements

"Took recent strength (and a 20+% gain in my most recent purchase) to pare back on my $ACCO a bit. Following that recent purchase and years of ownership/analysis I'm starting to wonder if this isn't a value trap. I'm not there yet though so still own a good deal of the stock"
X Link 2025-09-18T19:18Z [----] followers, [---] engagements

"Among stocks I've spoken about over the years I believe $ULBI is going to blow their Sep Q results (still big upside but no certainty to time frame) and I'm nervous on $MPAA (backed by Michelin saying biz is tough) though First Brands bankruptcy can only help longer-term"
X Link 2025-10-15T17:05Z [----] followers, [----] engagements

"I continue to own $CSV but now only a small position. New mgmt's transformation has driven a great last bunch of Q's. However having booked excellent profits I'm more sensitive to the cyclicality of mgmt's new model (due to pre-need sales). That and 25% upside = small pos'n"
X Link 2025-11-10T16:39Z [----] followers, [----] engagements

"I don't expect major surprises in $CSV's Q4 (heck it's death care) but upside possible from strong flu season start & weak 4Q24 comp. I think FY26 has upside (mostly debt paydown) such that my EPS is $3.67 v Street's $3.45 so maybe guide is positive. 30% upside to $55 IMO"
X Link 2025-12-29T15:46Z [----] followers, [---] engagements

"Not comfy owning $MPAA going into Dec Q (Q3) print. I'm worried about a miss from aggressive cost leverage in Street #'s and possibly continued weak $AAP orders. Street may also be quite aggressive on Q4 and next year. And if I'm wrong I don't see the stock surging"
X Link 2025-12-29T17:57Z [----] followers, [---] engagements

"I haven't been motivated to call many new companies the last few months so when I say I'm psyched about $ASO. not only did I love what I learned and not only did I do all the work but I was motivated to call in the first place by a very knowledgeable & notable shareholder.😉"
X Link 2025-12-29T21:22Z [----] followers, [----] engagements

"@Henry431171040 @nativistconcern Interesting assumption that $AQST is guaranteed to follow what happened to $SPRY. I implore you as a fellow investor who doesn't want anyone to lose money to look for the bear thesis in the data to make a more informed decision. And understand the release relative to others"
X Link 2026-01-12T13:26Z [----] followers, [---] engagements

"I've had a fear of $ACCO having a BIG miss on FY26 v Street expectations since they reported the last Q on 10/31. Q4 Street ests seem fine but with the stock up 15% since the end of the Q and fear of a bad guide (or just cont'd bad results) I pared back dramatically today"
X Link 2026-01-23T16:56Z [----] followers, [---] engagements

"Added $BYRN yet again (@ $14.40). What am I missing My belief is concern about the rev decel thru FY25 (including Q4 prelim #'s). I don't disagree. HOWEVER I see all the catalysts for an expected FY26 reaccel. Only issue is I'm guessing conservative guide will stay around 20%"
X Link 2026-01-29T15:10Z [----] followers, [----] engagements

"Earlier this Q $DHE and now Sartorius reported strong results particularly in their bioprocessing business which Craig-Hallum suggests (rightly IMO) that we should have every reason to expect a strong $BLFS Q when they report. $BLFS is a top [--] position for me"
X Link 2026-02-03T14:48Z [----] followers, [---] engagements

"I expect $KTCC to report another weak Q this afternoon - worse than last Q. No Street coverage but I expect $95M revs and (21c). I expect the usual commentary of better Q's ahead but they clearly have to prove themselves - and get back to profits. Dollar decline a big headwind"
X Link 2026-02-03T17:02Z [----] followers, [---] engagements

"$ALKT is getting killed with all the other software providers today who are apparently all going out of biz due to AI. tomorrow. $ALKT has all the qualities of a survivor/thriver: sticky customer base corp/tech relations custs need using AI themselves etc. I remain bullish"
X Link 2026-02-03T20:48Z [----] followers, [---] engagements

"$PAYS also getting killed today (and last few weeks) from AI fears against payment providers. Well $PAYS isn't a "payment provider." $PAYS' services for healthcare cos they're rapidly adding are a massive cost save and needed by hc co's. Growth itself proves AI isn't taking biz"
X Link 2026-02-03T20:51Z [----] followers, [---] engagements

"The AI fear crushing software stocks is the reason I bailed from $TSQ after owning it for a long time. Consumer AI already stealing traffic from their sites (fewer $GOOG click-thrus) leaving their growth from creating simple websites for small biz's. SO easy for a biz to DIY"
X Link 2026-02-03T20:58Z [----] followers, [---] engagements

"$KTCC narrowly beat my rev est but surprised my w/ a B/E adj EPS #. That got my eyebrows up. Unfortunately and not to my surprise they once again said they can't give guidance due to macro uncertainty and timing issues. Indicating down a smidge in after hours trading"
X Link 2026-02-03T21:12Z [----] followers, [---] engagements

"@chesir3cat agreed"
X Link 2026-02-04T17:29Z [----] followers, [---] engagements

"Forgive me a little victory dance considering my crap results the last many months from not playing AI stocks but between $AVNW (#1 pos'n) yesterday and $BYRN (#4 pos'n - solely due to yesterday's drop) today I am breathing a sigh of relief and happy to buck the overall mkt"
X Link 2026-02-05T13:19Z [----] followers, [---] engagements

"@jeppemckvack Oh and $BYRN shorts can point to continued deceleration but money is made when that 2nd derivative turns which I expect it will in FY26. And since money is made looking out the front windshield v the rear-view mirror I think remaining shorts are suckers"
X Link 2026-02-05T13:47Z [----] followers, [---] engagements

"$BYRN increasing prices 4-5% this year first time I can remember across-the-board price increases by them. Can't do this without strong demand giving confidence that these prices will be paid"
X Link 2026-02-05T14:36Z [----] followers, [---] engagements

"@DoktorandInvest There was no guide for Q1. Only said what any remotely smart investor knows about $BYRN. Q1 revs below the holiday-boosted Q4. No rocket science there. Bryan leaving is not new news to most and not necessarily a negative as we can upgrade to more professional mgmt"
X Link 2026-02-05T15:37Z [----] followers, [---] engagements

"@Mikeysmithman @chesir3cat LOL. Wouldn't that be nice. Only potential buyer would be $AXON according to $BYRN. And when you have only one potential buyer you don't get a great deal. Maybe they can expand the list of buyers in the future but the best way to maximize the price is to put up the EPS"
X Link 2026-02-11T21:05Z [----] followers, [---] engagements

"@schinskytrades Woo $CRSR +27% after hour. I only read the release - didn't listen to the call - but I thought the outlook was concerning for the very thesis I laid out. That said it seems costs may offset leading to big EBITDA growth. Might also be short covering now that the new is out"
X Link 2026-02-12T23:36Z [----] followers, [---] engagements

"@SamWhitman56095 Can you expand in a little more detail"
X Link 2026-02-13T14:51Z [----] followers, [--] engagements

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