@realLigerCub Avatar @realLigerCub Liger Cub (Byron Street Research)

Liger Cub (Byron Street Research) posts on X about $nursv, end of, $nurs, investment 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 25.74% stocks 8.91% cryptocurrencies 4.95% technology brands 3.96% travel destinations 2.97% countries 2.97% social networks 0.99%

Social topic influence $nursv 10.89%, end of 7.92%, $nurs 7.92%, investment 7.92%, the end 5.94%, applications #567, $curi 4.95%, stocks 4.95%, more than 4.95%, $bwen #1

Top accounts mentioned or mentioned by @joinyellowbrick @charlesbhutch @microcapclub @fundamentedge @geoinvesting @boujeebanker @teampraap @leevalueroach @elg @sumzero @mastersinvest @billackman @paulandreola @majgeoinvesting @solarwakeup @elonmusk @stockjabber @atelicinvest @foiasearch @hfreflection

Top assets mentioned FTC Solar, Inc. (FTCI) Morpheus Infrastructure Node (MIND) StreamCoin (STRM) R1 RCM Holdco, Inc. (RCM) Uber Technologies, Inc. (UBER) InMode Ltd. Ordinary Shares (INMD)

Top Social Posts

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

"New write-up My eighth write-up dives into FTC Solar Inc. (NasdaqCM:FTCI) a global provider of solar tracker systems. To address potential concerns about renewable companies due to Trumps reelection Ive pasted below the policy outlook shared by Yann Brandt FTCIs new CEO in his @SolarWakeup newsletter: From [----] to [----] solar grew from about 11GW to 19GW Last year solar was a $60bn market and the main generation source driving the build out for the growing demand for electricity The ITC has been extended while both parties have been in power including during Trumps first term Tariffs and"
X Link 2024-11-19T14:26Z [----] followers, 20.4K engagements

"BLOOMBERG KILLERS In the past you had no choice. Open your BBG terminal grab your HP 12C and hunt. Now Bloomberg has real competition at the high end w/ LSEG Cap IQ and FactSet. And forget the HP 12C. Excel is all you need. But what if the cost is still too high Good news. Plenty of free alternatives now replicate much of what BBG offers if you are willing to put in a little extra effort. Attaching [--] websites that are either free or offer extensive free functionalities. P.S. FinTwit has done its part. @joinyellowbrick stands out as an essential buy-side tool w/ a particularly accessible"
X Link 2025-02-23T16:52Z [----] followers, 250.5K engagements

"Earlier this month $SODI reported record QTD bookings of $13.8M w/o any orders related to HIMARS or SM2/SM6. With a backlog of $29.0M as of Nov. [--] up from $18.6M at the end of Q2 revs have already surpassed last years comp nearly a month before the quarter ends. The Company anticipates it will receive additional bookings during the month of November that will be included in its third quarter bookings total. Last week the U.S. Department of State approved Germanys purchase of [---] SM-6 Block I and [---] SM-2 Block IIIC missiles plus related equipment in a deal valued at $3.5B. For context SM-6s"
X Link 2025-11-18T18:03Z [----] followers, [----] engagements

"Building something new: a microcap model library. Targeting 100+ fully linked ready-to-use models by the end of [----]. Started w/ $BWEN. BWEN is a precision manufacturer of large structures equipment and components for energy and industrial applications. After years of lumpy performance the company is actively diversifying away from the cyclicality of the wind energy market and toward more stable higher-margin power generation end markets even as visibility for strong domestic onshore wind tower activity extends through at least [----]. As part of this shift BWEN sold its industrial fabrication"
X Link 2025-12-07T19:04Z [----] followers, 22.9K engagements

"$MIND - New Watchlist Model Formerly known as Mitcham Industries MIND is a global provider of maritime technology products for exploration survey and defense applications. After divesting its Klein unit in [----] and exiting from its legacy seismic land leasing operations in [----] the company transformed into a pure-play marine technology provider with Seamap as its sole reportable segment. At the same time it materially improved its balance sheet by eliminating its preferred stock overhang and repaying high-cost debt. However despite a consistent multi-year bottom-line improvement ultimately"
X Link 2025-12-17T15:15Z [----] followers, [----] engagements

"Making the most out of Substacks minimal functionality By clicking "Request Model" on the new and growing Model Requests watchlist subs automatically generate the following email draft: "Hello I'm a paid subscriber to Byron Street Research and would like to request a model for .." Pending models: $AMPG $SPCB and $TMG.V Building something new: a microcap model library. Targeting 100+ fully linked ready-to-use models by the end of [----]. Started w/ $BWEN. BWEN is a precision manufacturer of large structures equipment and components for energy and industrial applications. After years of lumpy"
X Link 2025-12-18T18:04Z [----] followers, [----] engagements

"It's rare to find people on Fintwit w real experience and credentials. Two come easily to mind but a third is now on a posting spree. First: @FundamentEdge. After 10+ yrs at some of the most selective hfs he started sharing his now viral long-form threads. Then he went on to build the go-to academy for fundamental buyside analysts. His threads were compiled here: Second: @hfreflection. Inspired by Brett he started sharing some of his know-how. Although anon his threads speak for themselves. Since then he's launched his own hf managing 100s of millions in AUM. His posts can be found here:"
X Link 2025-12-28T16:53Z [----] followers, 99.3K engagements

"$SODI Announces Fiscal [----] Third Quarter Results Earlier this month $SODI reported record QTD bookings of $13.8M w/o any orders related to HIMARS or SM2/SM6. With a backlog of $29.0M as of Nov. [--] up from $18.6M at the end of Q2 revs have already surpassed last years comp nearly a month before the quarter ends. The https://t.co/JddwKcPA7h Earlier this month $SODI reported record QTD bookings of $13.8M w/o any orders related to HIMARS or SM2/SM6. With a backlog of $29.0M as of Nov. [--] up from $18.6M at the end of Q2 revs have already surpassed last years comp nearly a month before the quarter"
X Link 2026-01-13T21:20Z [----] followers, [----] engagements

"On hold while working on a multi-page piece but good to see the three models I've published so far ranking at the top of my watchlist YTD: $BWEN: $MIND: $AMPG: https://www.byronstreetresearch.com/p/ampg https://www.byronstreetresearch.com/p/mind https://www.byronstreetresearch.com/p/bwen Building something new: a microcap model library. Targeting 100+ fully linked ready-to-use models by the end of [----]. Started w/ $BWEN. BWEN is a precision manufacturer of large structures equipment and components for energy and industrial applications. After years of lumpy https://t.co/HDRijm6bkh"
X Link 2026-01-14T18:51Z [----] followers, [----] engagements

"If you're expecting C$200M+ you might end up right but temper your expectations for next week. $NURS.V $NURS will have their guidance delayed until end of the next week at least they need to close the financing first. $NURS will have their guidance delayed until end of the next week at least they need to close the financing first"
X Link 2026-01-23T11:14Z [----] followers, [----] engagements

"$INMD closes up 5% after announcing its third consecutive 10% buyback program. DOMAs message has certainly been received loud and clear. New Write-Up Its time for a controversial slightly larger-cap pick. $INMD has experienced a series of earnings misses and guidance cuts with the latest occurring just yesterday. Some time ago it was even the target of a short report. However it now seems that no negative https://t.co/dzM7wvQFmO New Write-Up Its time for a controversial slightly larger-cap pick. $INMD has experienced a series of earnings misses and guidance cuts with the latest occurring just"
X Link 2025-02-04T21:15Z [----] followers, [----] engagements

"New Write-Up A few weeks ago I published a surface-level review of $CURI ranking it as Highest Priority while placing it behind a paywall and redacting the name for free subscribers. It was clear from the start that unless a major red flag emerged during the deep dive process this would be the focus of my next write-up. Fast forward to today CURI is already up 30% having increased its dividend by 20%. Yet it remains a classic low risk high uncertainty opportunity offering strong downside protection and unlimited potential for upside surprises. Theres no time to waste so lets dive in."
X Link 2025-02-13T14:11Z [----] followers, [----] engagements

"$CNTM: "Received a non-binding proposal from its three largest institutional investors to acquire the company and take it private at $1.60 per share in cash implying a $46.5mm equity valuation. All three investors have been long-term holders since [----] and recently increased their ownership significantly. Separately another institutional investor acquired 3.5% of the company bringing total institutional ownership to 49.9% up from 18.7% just a month ago." Catalyst Watch #3 is out [--] Actionable Event-Driven Setups + [--] Quick Pitches This offering is a game changer. Think of it as a manageable"
X Link 2025-04-07T20:58Z [----] followers, [----] engagements

"With Catalyst Watch you can quickly see whether this weeks event-driven opportunities were flagged in previous issues. Take $CNTM (a company I know nothing about). It first announced a major buyback then secured a promising contract followed by a compelling buyout offer that was later revised even higher. Now it reduced its debt further. Throughout institutional ownership kept rising. While Ive passed on it each time Im now forced to dig in. Below are all prior flags in chronological order: - March [--] 2025: Secured its first of several expected India projects through a strategic partnership"
X Link 2025-04-22T15:05Z [----] followers, [----] engagements

"All my write-ups assume a basic level understanding of the covered companies and their underlying economics. For $NURS Ive included a FAQ below to address some introductory questions not covered in the main text: [--]. What problem does NURS solve overall At its core NURS is a fully licensed 50-state medical company. Over the past few years it has invested heavily in navigating the complex healthcare legal landscape across all [--] states securing regulatory approvals from nursing medical and pharmacy boards nationwide. Additionally healthcare professionals and businesses must be LegitScript"
X Link 2025-05-23T17:21Z [----] followers, [----] engagements

"After gaining temporary traction a few months ago it seems no one cares about $NURS anymore. So why does this opportunity still exist [--]. Exponential growth from the newly launched VSDHOne platform isnt reflected in the financials yet. [--]. Theres still significant confusion around its net profit share agreements with related parties partly due to its 50-state medical structure and complex business model which keeps most investors from gaining conviction. [--]. The company is majority owned by Victory Square a public VC incubator that according to some investors has a history of overpromising on"
X Link 2025-05-26T15:55Z [----] followers, [----] engagements

"Legacy biz continues growing at 30%+ w/ $NURS securing "new customers for VSDHOne positioning it strongly to hit its year-end goals with the number of orders." Key priorities for the remainder of [----] include: [--]. Focusing on growth across three verticals [--]. Achieving profitability and sustaining positive adj. EBITDA [--]. Expanding offerings across genetic testing anti-aging and mental wellness [--]. Driving onboarding of high-volume franchise and D2C partners [--]. Pursuing strategic tuck-in M&A opportunities and investments As a reminder last years key priorities (1) achieving profitability (2)"
X Link 2025-05-31T11:59Z [----] followers, [----] engagements

"$CURI Reports 53% Year-Over-Year Revenue Increase to $19 Million for Q2 2025"
X Link 2025-08-05T20:16Z [----] followers, [----] engagements

"FREE New Write-Up Earlier today I introduced my new write-up structure with $TZOO removing the paywall for this week only so everyone can read the thesis and interact with the model. As mentioned the goal of stock pitching is to communicate an actionable idea effectively and concisely not to deliver lengthy book reports. Thats why I've adopted a one-pager format that mirrors the structure of sell-side equity research reports. Specifically I initiated coverage of Travelzoo (TZOO) with a Buy rating and a $16.83 target price. In March I passed on it due to minimal visibility around the long-term"
X Link 2025-10-10T17:31Z [----] followers, [----] engagements

"@TeamPraaP Adding the missing 4: ✅ Starts with "Hong Kong" or "City China/CN." ✅ Mentions deadly words like "crypto" "stablecoin" "digital asset(s)" "quantum" etc. ✅ Its the 10th press release for the week. ✅ "Significant" contract award in the millions. Still losing billions"
X Link 2025-10-18T18:32Z [----] followers, [---] engagements

"@BusyEmpires 😂 - It was actually a solid quarter. Earnings review coming soon. $TZOO"
X Link 2025-10-29T05:30Z [----] followers, [--] engagements

"Updated report on $TZOO incl. special commentary from @boujee_banker. Add rating price target roughly unchanged at $16.75. TZOO reported Q3 results on Tuesday reflecting the near-term volatility typical of companies in the early stages of a subscription model transition. The stock was hammered in what appears to be an overreaction to a largely anticipated scenario with mostly positive long-term implications. Specifically Q3 was expected to mark a bottoming quarter characterized by elevated marketing spend and distressed inventory purchases. Indeed direct member acquisition costs rose from"
X Link 2025-10-30T16:06Z [----] followers, [----] engagements

"$CEMX.TO Q3 results coming next week. What to expect - (1/2: Revenues) CEMX expects a record year. Exceeding the previous peak by just 1% under typical seasonality trends would imply $20.5M in Q3 revenues. But let's break it down. CEMX initially guided for $40M+ in FY23 revenues its previous peak incl. $30M from large contracts. They ultimately reported $53.3M but lets assume $10M for the companys seasonally strongest quarter roughly flat yoy. Then add contributions from the major U.S. Midwest tunnel grouting project (June start) and the $22M North Carolina project (July start). Assuming a"
X Link 2025-10-31T17:35Z [----] followers, [----] engagements

"$CEMX.TO reports today AMC. What to expect - (2/2: Margins) H2 will be heavily weighted toward larger competitive projects which typically carry lower gross margins. As a result management expects "to see margins drop a little bit." Assuming a 5% gross margin compression vs. H1 this would bring gross margins to the midpoint of what appears to be a longer-term 25-30% range. That said scale economies on a significantly larger revenue base should help offset this allowing the fixed-cost hurdle to be surpassed more quickly and EBITDA margins to expand. In other words even though "project margin"
X Link 2025-11-05T18:48Z [----] followers, [----] engagements

"$CEMX.TO - Russell Stanley at Beacon raises PT from C$0.55 to C$0.65 on strong Q3. "As of writing the stock is down 10% on over 2x normal volume on a risk-off Thursday presenting investors with a compelling buying opportunity." Russell is still the only analyst covering the stock and is really doing a fantastic job. For context Q3 revenues came in at C$15.3M with a large contract modification that allowed a customer to purchase its own cement having a negative $4.1M impact. On a pro forma basis revenues were C$19.4M vs. Beacon's C$17.3M and Byron Street's C$20.5M ests. Importantly the"
X Link 2025-11-07T10:25Z [----] followers, [----] engagements

"$CURI reports Q3 today AMC. AI licensing is more sustainable than the market currently gives credit for. Dont forget RSUs imply H2 revs of $37.5M+ vs. cons. of $34.4M. New Write-Up A few weeks ago I published a surface-level review of $CURI ranking it as Highest Priority while placing it behind a paywall and redacting the name for free subscribers. It was clear from the start that unless a major red flag emerged during the deep dive https://t.co/cFr7ddTZcG New Write-Up A few weeks ago I published a surface-level review of $CURI ranking it as Highest Priority while placing it behind a paywall"
X Link 2025-11-12T11:10Z [----] followers, [----] engagements

"Sold early but solid quarter for $FTCI New write-up My eighth write-up dives into FTC Solar Inc. (NasdaqCM:FTCI) a global provider of solar tracker systems. To address potential concerns about renewable companies due to Trumps reelection Ive pasted below the policy outlook shared by Yann Brandt FTCIs new CEO https://t.co/98zIsCouP3 New write-up My eighth write-up dives into FTC Solar Inc. (NasdaqCM:FTCI) a global provider of solar tracker systems. To address potential concerns about renewable companies due to Trumps reelection Ive pasted below the policy outlook shared by Yann Brandt FTCIs"
X Link 2025-11-12T14:32Z [----] followers, [----] engagements

"$IDN up 40%+ and $CURI up 25%+ on strong earnings. IDN was first covered back in Dec while CURI was written around the same time by the great @DMetropolitan in Feb. Both entirely undiscovered at the time"
X Link 2025-11-13T15:05Z [----] followers, [----] engagements

"@FrehrInvest & https://www.byronstreetresearch.com/p/nurs-update-1 https://www.byronstreetresearch.com/p/nurs https://www.byronstreetresearch.com/p/nurs-update-1 https://www.byronstreetresearch.com/p/nurs"
X Link 2025-11-15T21:20Z [----] followers, [--] engagements

"What's the maximum position size you're willing to take 5-10% 10-15% 20%+ 15-20% 5-10% 10-15% 20%+ 15-20%"
X Link 2025-11-20T15:34Z [----] followers, [----] engagements

"$TZOO is now caught in four layers of technical or irrational selling pressure: (1) tax-loss harvesting (2) upcoming Russell deletion (3) insider selling and (4) a post-earnings selloff. [--]. The stock is down 67% YTD. Back in March I passed on the company due to minimal visibility around the long-term adoption of its premium subscription model coupled with persistent insider selling. Since then not only has visibility improved but the stock has also been beaten down just ahead of top-line acceleration and significant operating leverage. [--]. After being added to the Russell last year the"
X Link 2025-11-21T14:51Z [----] followers, [----] engagements

"@CloneShameless I dont see anything negative tbh - so far they've executed their plan w mathematical precision. P.S. The chart assumes 225k orders in Oct"
X Link 2025-12-18T12:30Z [----] followers, [---] engagements

"@GeoInvesting @leevalueroach @charlesbhutch @elg @charlesbhutch is a legend - tried to convince me and ofc. I missed the opp"
X Link 2026-01-08T19:30Z [----] followers, [---] engagements

"@joinyellowbrick @GeoInvesting @leevalueroach @charlesbhutch @elg he only speaks to lawyers sorry"
X Link 2026-01-08T19:42Z [----] followers, [---] engagements

"POSITION SIZING @CameronHight notes that investors spend significant time in their research process but they rely on heuristics for effortless position sizing and portfolio construction"
X Link 2024-01-03T20:06Z [----] followers, 43.6K engagements

"TRIED-AND-TRUE PODCASTS FOR FUNDAMENTAL ANALYSTS Capital Allocators (@tseides) Invest Like the Best (@InvestLikeBest @patrick_oshag @joincolossus) Masters in Business (@Ritholtz) Value Investing with Legends (@mjmauboussin @CenterDodd @Columbia_Biz)"
X Link 2024-01-08T18:18Z [----] followers, 15.6K engagements

"IDEA GENERATION (1/N): JOEL GREENBLATT'S MAGIC FORMULA In the summer I backtested it for the 2010-2020 period and discovered its enduring efficacy particularly in 3-year cycles. For the long-term investor examining why these high ROIC companies trade at relatively low multiples is worthwhile. You never know if one of these names finds a place in your portfolio. The current 30-name list is attached but you can effortlessly generate it at: https://www.magicformulainvesting.com https://www.magicformulainvesting.com"
X Link 2024-01-15T15:08Z [----] followers, 34.3K engagements

"John Griffin ex right-hand man to Julian Robertson and founder of the now-closed Blue Ridge Capital taught several classes at UVa and Columbia: The Analysts Edge The Investors Edge Seminar in Advanced Investment Research and Securities Analysis and Idea Generation. Unfortunately the syllabi for these courses are not readily available. However @MebFaber who attended one of Griffin's classes has shared his "Hedge Fund Analyst Checklist" on his website: Additionally Griffin's recommended reading list can be found here: https://www.valuewalk.com/john-griffin-reading-list-books/"
X Link 2024-01-29T21:49Z [----] followers, 280.4K engagements

"IDEA GENERATION (8/N): INVESTOR LETTERS In addition to regulatory filings like 13Fs some money managers opt to share their investor lettersalso known by a whole lot of different names: shareholder letters hedge fund letters letters to investors letters to shareholders letters to (limited) partners or letters to unitholders. On the contrary there are instances of fund managers taking legal action against those that disclose these letters as highlighted in this II (@iimag) article: Within these letters managers often include stock pitches or provide updates on portfolio holdings. This"
X Link 2024-02-04T18:21Z [----] followers, 57.9K engagements

"IDEA GENERATION (12/N): SPINOFFS Spinoffs including partial spinoffs and those accomplished through rights offerings offer unique investment opportunities. These transactions typically occur when a corporation separates a subsidiary or division into a new independent entity (SpinCo). Shares (or rights to buy shares) of SpinCo are then distributed among existing shareholders of the parent company (ParentCo or RemainCo) on a pro rata basis. According to Joel Greenblatt stocks of both SpinCos and ParentCos tend to significantly and consistently outperform market avgs. However the efficiency of"
X Link 2024-02-27T16:31Z [----] followers, 34.5K engagements

"HF HEADHUNTERS Headhunters are the "gatekeepers" of the hedge fund industry. Unlike in IBD recruitment on the buy-side is often limited w/ a few exceptions (read MMs). For instance the typical size of a SM team ranges from [--] to [--] investment professionals w/ some operatingeven as one person shops. Consequently most hedge funds outsource their recruitment activities to headhunters. Hedge Fund Alert has compiled a list of recruiters serving hedge fund managers accessible here: Brett Caughran (@FundamentEdge) has shared another list crowdsourcedon FinTwit available here: merged the Investment"
X Link 2024-03-25T14:23Z [----] followers, 142K engagements

"Never argue with someone as furious as David Swensen in those emails. Rachel learned that the hard way. Sent from my BlackBerry - the most secure mobile device"
X Link 2024-03-30T12:43Z [----] followers, 24.1K engagements

"Steve Mandel killed it again in [----] - published in Jan but brought to my attention by Ken Griffin's investor letter"
X Link 2024-04-04T12:34Z [----] followers, 96.2K engagements

"I'm wondering how many of the top performing ones are David Swensen's alums"
X Link 2024-04-09T13:02Z [----] followers, 44K engagements

"With the split generally being 50% for equity and event-driven strategies how many of these are value-oriented"
X Link 2024-05-25T21:31Z [----] followers, [----] engagements

"Just finished Ted Seides's Capital Allocators. Loaded with valuable info - will laminate his Initial Manager Meeting section. Any recommendations for similar books"
X Link 2024-05-29T16:07Z [----] followers, 40.7K engagements

"PAR Technology Corp. (NYSE:PAR) A month ago I published my first write-up on $MBUU a company in a downtrend since March [----]. Just two trading days later it hit its 4y low and may (or may not) be starting its recovery with a first +20% return. Now amid the enterprise software sell-off my new write-up is on $PAR. While there is no shortage of debate on PAR another bullish voice would not hurt. Find below a copy of write-up and model along with a summary of my pitch: PAR Technology Corp. Write-Up: PAR Technology Corp. Model:"
X Link 2024-06-06T14:13Z [----] followers, 36.7K engagements

"A list of smaller underfollowed stocks that Craig-Hallum believes have the potential to become much larger"
X Link 2024-06-14T13:59Z [----] followers, 120.5K engagements

"GEN Restaurant Group Inc. ($GENK) Spending the summer in Greece makes it challenging to stay productive. Still markets keep moving so it's time for a new write-up. While the companys current illiquidity prevents most institutional investors from sizing up this should not persist as the founders can exchange their Class B units (86.1% economic interest) for Class A common stock in an anti-dilutive manner.As always this isn't a short-term earnings trade but rather a long-term investment thesis. https://twitter.com/i/web/status/1818272349088608539"
X Link 2024-07-30T13:08Z [----] followers, 31.1K engagements

"Day in the Life of Point72 Academy Point72 Academy was one of the few structured training programs in fundamental buy-side equity research until @FundamentEdge decided to disrupt the buy-side training industry. The following is a typical schedule from their August newsletter slightly condensed. A classic day I'd say. 5.30am. I read my emails check the headlines and then I work out. I like to start my day with some energy 7.30am. The first thing I do when I arrive at the office is to go through the headlines and digest all the news relevant to my coverage area. If its earnings season well also"
X Link 2024-08-30T17:28Z [----] followers, 68.2K engagements

""The winners need to be naturally motivated to jump out of bed before [--] a.m. be at their desks by 7:30 in preparation for their morning meetings and willing to work evenings and weekends to develop an edge." From Best Practices for Equity Research Analysts. A must"
X Link 2024-09-27T19:04Z [----] followers, 89.3K engagements

"James Valentine's frameworks allow for accelerated learning of the best practices from the top analysts EPIC for identifying and monitoring a stocks critical factors Exceeds Materiality Threshold Probably Going to Occur Im Good at Forecasting Consensus is Poor at Forecasting Source: ASPIRE for generating proprietary sources of insight Assumptions for critical factors Source(s) of insight Prepare to approach and interview Introduce and interview Response with follow-up Evaluate benefit Source: ICE for questioning strategies that lead to insightful answers Identify Parameters Calm Their"
X Link 2024-09-27T20:42Z [----] followers, 29.6K engagements

"Attaching the first two pages of my $PLAY write-up for context. Originally posted here: https://x.com/realLigerCub/status/1833492900484678051 Starting to see $PLAY pop up a bunch: CEO bought $500k - h/t @CEOStockWatcher Pitches from RGA @northeasternsvf @realLigerCub (find on Yellowbrick) Patient Capital (@SamanthaMcLemor) sees 35% annual returns - h/t @stockthoughts81 https://t.co/9mZtyIwyjx https://x.com/realLigerCub/status/1833492900484678051 Starting to see $PLAY pop up a bunch: CEO bought $500k - h/t @CEOStockWatcher Pitches from RGA @northeasternsvf @realLigerCub (find on Yellowbrick)"
X Link 2024-10-11T16:35Z [----] followers, 65.7K engagements

"Finally read The Outsiders. For a quick overview watch this brilliant short film by the Singleton Foundation. --- A Mind of Their Own: Eight unconventional CEOs and their radically rational blueprint for success Based on the acclaimed book "The Outsiders" by William Thorndike Jr. this short powerful film introduces you to eight remarkable individualistic CEOs whose results were extraordinary. You may not know all their names but you'll recognize their companies: Teledyne General Cinema Ralston Purina The Washington Post Company Berkshire Hathaway General Dynamics Capital Cities Broadcasting"
X Link 2024-10-13T10:52Z [----] followers, 25.8K engagements

"Ricky Sandler of Eminence Capital reportedly pitched $PLAY as his best idea yday at Robin Hood conf Attaching the first two pages of my $PLAY write-up for context. Originally posted here: https://t.co/6OZ66yHKBT https://t.co/l5GAfMas1O Attaching the first two pages of my $PLAY write-up for context. Originally posted here: https://t.co/6OZ66yHKBT https://t.co/l5GAfMas1O"
X Link 2024-10-24T13:35Z [----] followers, 55.8K engagements

"Found some extra work for you @joinyellowbrick @SumZero has made Varsity Competition pitches open access. Some super smart youngsters in there"
X Link 2024-10-26T23:13Z [----] followers, [----] engagements

"The Activist Investor Process Model - Journal of Applied Corporate Finance:Volume 27Issue 3"
X Link 2024-10-27T17:52Z [----] followers, 19.7K engagements

"Decorative idea: @BillAckman has his core investment principles engraved on a stone tablet on his desk"
X Link 2024-10-27T20:16Z [----] followers, 354.6K engagements

"For those wondering here you go: Decorative idea: @BillAckman has his core investment principles engraved on a stone tablet on his desk. https://t.co/3ozVjZBZot Decorative idea: @BillAckman has his core investment principles engraved on a stone tablet on his desk. https://t.co/3ozVjZBZot"
X Link 2024-10-28T14:56Z [----] followers, 291.3K engagements

"Last week $RCM was acquired for $8.9bn (3x+ sales). In comparison $STRM trades at just 1x sales or 1.5x ARR despite promising recent developments. How could things play out from here Near-term pressure: Potential tax-loss selling may weigh on the stock. Guidance raise: Q3 results in Dec will officially confirm profitability guidance raise to Q1 or H1 '25. New wins: By Jan expect several RevID and/or eValuator deal announcements. Quality Module momentum: Expect 2-3+ deals ($100K each) as the new Quality Module gains traction. Liquidity improvement: A possible non-dilutive capital raise could"
X Link 2024-11-24T16:35Z [----] followers, 11.5K engagements

"$PLAY - Ricky Sandler on Capital Allocators Ted Seides: How do you think about using data science for your own process that's a little bit different from what the market knows Ricky Sandler: That's where owning the data and then being able to slice it dice it and look at it in different ways gives you maybe an analytical conclusion that isn't how is the current quarter progressing. I'll give you a good example: Dave & Buster's is a company that we own and we have a thesis around new management putting in place menu changes for the food and beverage remodeling all the stores and so they have"
X Link 2024-11-26T01:59Z [----] followers, 10.8K engagements

"New Write-Up $IDN is a $50mm company securing contracts with some of the worlds largest corporations all while being surrounded by a moat wider than the Grand Canyon. With 90%+ margins and a clear path for reaccelerated growth its hard to see how this stock wont exceed expectations. But let me first introduce you to the idea. Data breaches are surging. The recent United Healthcare breach exposed data on roughly a third of all Americans. For $20 this stolen data is available on the dark web and for just $40 more you can get a visually undetectable by law enforcement fake ID. But who cares"
X Link 2024-12-03T14:25Z [----] followers, 99.4K engagements

"What are some great investor letters owner's manuals partner's handbooks or webinars that outline a fund's investment process concretely Three from me: - Silver Ring Owner's Manual: - Fundsmith: - Immersion Investments [----] Annual Meeting: Passcode: 4U3V&&r0 https://us02web.zoom.us/rec/share/zaZqz6PppFc2Fpi4aDtRSBNMbtXBpIAInvaafB4HjcAuLDAar6LYB0cWlN_wzdA4.nNRLKzbhcpJf9CNW https://www.fundsmith.co.uk/media/mv3abv1h/fef-owners-manual-2023.pdf https://silverringvaluepartners.com/ip-overview-1/"
X Link 2024-12-13T23:59Z [----] followers, [----] engagements

"A new gem for the "Investing Resources Index": A 353-row Excel sheet with the complete blog & tutorials archive of @mastersinvest. Download it here: https://drive.google.com/ucexport=download&id=15dKK8jVNFBfUimIYpgpMKXs5uYNniJ-6 That's a true goldmine Transformed the 2725-page Word doc into a 644-row Excel sheet and added it to my "Investing Resources Index." Sharing it here just in case: https://t.co/BQncAbye5y https://t.co/350EWPeDTp https://drive.google.com/ucexport=download&id=15dKK8jVNFBfUimIYpgpMKXs5uYNniJ-6 That's a true goldmine Transformed the 2725-page Word doc into a 644-row Excel"
X Link 2024-12-23T14:40Z [----] followers, 10.3K engagements

"Ive created a 707-row Excel sheet w/ links to all microcap articles from: MicroCapClub (@MicroCapClub @iancassel) SmallCap Discoveries (@smallcapdisc @PaulAndreola) GeoInvesting (@GeoInvesting @majgeoinvesting) Espace MicroCaps and Stocks & Stones (@Stocks_Stones) Most of us come from a large cap background but microcaps are a completely different game. These blogs help bridge that gap. This file compiles nearly all their articles into a single file (w/ a few noted exceptions) and can be downloaded here: P.S. Ill soon add a section in my newsletter w/ all these indexes Ive created. Any other"
X Link 2024-12-30T14:04Z [----] followers, 33.5K engagements

"THE BEST WAY TO PRESENT UNAUDITED PERFORMANCE (+ a performance evaluation spreadsheet) Is there anything more misleading than PA returns posted online People somehow manage to buy at market troughs and sell at historic peaks. Well all see this now in the typical year-in-review posts. Im not saying there arent genuine accounts out there; there are certainly talented (or lucky) folks on FinTwit. But X's algorithms tend to favor the scam artists. So how do we present performance credibly The key is to take sizing out of the equation and assume equal weights for all write-ups with or without"
X Link 2025-01-02T14:09Z [----] followers, 24.1K engagements

"40 Ways to Find an Idea IPOs SPACs Spinoffs Net-Nets Podcasts 13F Filings Litigations Asset Sales Stock Splits Liquidations Conferences 13D/G Filings Communities Tender Offers Magic Formula Restructurings Stock Manuals Rights Offering Investor Letters Listing Changes Stock Buybacks Reorganizations Executive Moves Bankruptcy Exits Lockup Expirations Write-Up Platforms New 52-Week Lows Newsletters & Blogs Insider Transactions Secondary Offerings Proxy Contest Filings Quantitative Screens Strategic Alternatives Index Reconstitutions Congressional Trading Mergers & Acquisitions Cooperation"
X Link 2025-01-18T15:26Z [----] followers, 28.4K engagements

"Short-Selling Framework: What to Look For"
X Link 2025-02-14T18:47Z [----] followers, 34.9K engagements

"BLOOMBERG KILLERS - PART III ChatGPT took the world by storm in late [----] with the finance industry trying to keep up with rapid AI developments. For example Bloomberg introduced BloombergGPTjust months later while major competitors like LSEG CapIQ and FactSet are now integrating AI-powered features into their platforms. In this list I'm sharing [--] AI tools designed for (or used in) equity research. While other platforms like Koyfin Quartr and EdmundSEC have also introduced AI-powered use cases I've excluded them here to avoid duplication. Special thanks to @jdmoran co-founder of YipitData"
X Link 2025-03-02T16:25Z [----] followers, 65.3K engagements

"ACTIVIST SHORT SELLERS For those interested in generating short ideas attached is a list of 40+ activist short sellers who are still active in one way or another. For a one-stop-shop resource tracking their activity check out Breakout Point (@BreakoutPoint)"
X Link 2025-03-05T13:41Z [----] followers, 17.1K engagements

"Reminder: Back in [----] a kind soul shared [---] industry primers (now outdated) available here: Includes the following: Demographics and Asset Prices - Credit Suisse (2012) Global Energy Industry Primer - Credit Suisse (2012) Global Financial Advisory M&A Rankings - Bloomberg (Q1 2012) Aerospace Industry Overview and Update - Stout Risius Ross (2011) Banking [---] - Large Cap Bank Primer - Deutsche Bank (2011) Canadian Food Retail Sector - OSEC (2011) Caterpillar Oil & Gas Primer - Morgan Stanley (2011) China Cement Industry Primer - BOC International (2011) China Luxury Primer (Dipped In Gold) -"
X Link 2025-03-09T12:41Z [----] followers, 66.3K engagements

"New Write-Up: $QRHC If after reading all four pages youre still not convinced to at least initiate your research process I hope youre hiring because Ill immediately terminate my attempt to scale The Tigers Prey and initiate my own job search process"
X Link 2025-03-14T14:27Z [----] followers, 22.8K engagements

"Catalyst Watch: Introducing a New Event-Driven Idea Generator Recently I discontinued Idea Thesaurus an event-driven stock screen aggregator. While many subscribers relied on it I no longer felt my time was best spent maintaining this file. In its place Im introducing Catalyst Watch published weekly on Mondays BMO. It may take longer to build but every minute spent will be well worth it. Rather than compiling a laundry list of events Catalyst Watch hand-picks the most actionable setups in U.S.-listed stocks each week presenting them in a structured table with concise event overviews. Each"
X Link 2025-03-24T14:39Z [----] followers, 15.8K engagements

"Hedge Fund Headhunters"
X Link 2025-03-30T17:29Z [----] followers, 251.1K engagements

"$IDN: Really impressed by how well NotebookLM turned a write-up into a podcast. Just asked it to give a high-level overview and skip the exhibits - 9.5/10. New Write-Up $IDN is a $50mm company securing contracts with some of the worlds largest corporations all while being surrounded by a moat wider than the Grand Canyon. With 90%+ margins and a clear path for reaccelerated growth its hard to see how this stock wont exceed https://t.co/lQSnayFKGB New Write-Up $IDN is a $50mm company securing contracts with some of the worlds largest corporations all while being surrounded by a moat wider than"
X Link 2025-04-19T17:25Z [----] followers, [----] engagements

"New Write-Up (Finally) $NURS is a 50-state mobile healthcare and telemedicine company with a clinical network of over [----] nurses more than [---] independent doctors and a suite of federally regulated pharmacies. Initially launched as an Uber for nurses enabling licensed healthcare professionals to provide compliant services outside of traditional location-based settings the company has since evolved into a Shopify for healthcare allowing anyone including non-traditional brick and mortar entities to bypass regulatory hurdles nationwide. With its base business alone projected to sustain its"
X Link 2025-05-23T13:26Z [----] followers, 64.4K engagements

"FWIW when it comes to NURS there are no SA write-ups and only limited X mentions. The kings in this game are @almightyscho @DKryptonite1 and @charlesbhutch. If the thesis plays out they get the credit. If not Ill take the blame. Youll find the full write-up in the usual place. Until next time"
X Link 2025-05-23T13:26Z [----] followers, 13.4K engagements

"Boom 💥 MDaudit to acquire all outstanding shares of $STRM for $5.34 per share in cash a premium of 138% to Streamlines closing price on May [--] [----]. At a slight loss but this painful journey comes to a somewhat happy end. Last week $RCM was acquired for $8.9bn (3x+ sales). In comparison $STRM trades at just 1x sales or 1.5x ARR despite promising recent developments. How could things play out from here Near-term pressure: Potential tax-loss selling may weigh on the stock. Guidance Last week $RCM was acquired for $8.9bn (3x+ sales). In comparison $STRM trades at just 1x sales or 1.5x ARR"
X Link 2025-05-29T12:24Z [----] followers, [----] engagements

"A Sample of VSDHOne Clients If $NURS achieves even a fraction of its 1.3mm order goal say 250k orders it would still translate to 200%+ growth in 2H25 (10x Q4 run-rate EPS). Weve been able to identify [---] licensees out of the [---] that are reportedly already sold. Many of these clients operate nationwide servicing all [--] states. Below are three examples of promising new entrants into the telehealth space all of which are currently running active ad campaigns across major social media platforms: Valor Wellness Valor Wellness is a newly launched brand but its founders have provided medical"
X Link 2025-06-25T13:46Z [----] followers, 15K engagements

"Catalyst Watch is now fully comprehensive tracking all press releases 8-K filings earnings reports and call transcripts across North America. Its already 70+ pages. Two must-bookmark resources that make my life much easier: For tracking press releases: (@majgeoinvesting @TeamPraaP) For tracking 8-K filings: (@vganeshshankar @stockinsightsai) https://www.stockinsights.ai/ https://microcapresearch.com/ https://www.stockinsights.ai/ https://microcapresearch.com/"
X Link 2025-07-07T13:41Z [----] followers, [----] engagements

"Yday $NURS.V agreed to acquire an initial 5% stake in Perfect Scripts in exchange for 2.25mm shares. As part of the agreement they will partner to launch a 503B pharmacy and Hydreight will receive the lowest pricing on all products sold or made available by Perfect Scripts. Tbh I was initially worried about a potential toxic raise for this anticipated deal but they were never going to over-dilute VST. In short VSTs stake is both a blessing and a curse. For context Im pasting below the relevant excerpt from my write-up: Regarding margins the companys goal has consistently been to apply a"
X Link 2025-07-15T16:09Z [----] followers, 10.4K engagements

"$NURS.V is now at ATHs and almost double from when first pitched in May. Back then I wrote: "Im not just projecting this to be my new multibagger. Im absolutely sure it will be." From the moment I hit publish I regretted being so definite. Confidence is important but so is humility. Just a few cents away from forgiving myself. New Write-Up (Finally) $NURS is a 50-state mobile healthcare and telemedicine company with a clinical network of over [----] nurses more than [---] independent doctors and a suite of federally regulated pharmacies. Initially launched as an Uber for nurses enabling licensed"
X Link 2025-08-07T15:48Z [----] followers, [----] engagements

"There are multiple ways to generate ideas. For sub-$100M microcaps however that are inherently less discovered by institutions you dont have investor letters or 13Fs. And if youre targeting less crowded opportunities write-ups wont help much either. Thats why press releases combined with call transcripts remain my primary idea gen source. To complete the picture Ive added a database of insider purchases over $25K in revenue-generating microcaps with all trades going back to March aligning with the same coverage period used for press releases. Like the press release database this page is"
X Link 2025-10-07T14:21Z [----] followers, 26.5K engagements

"@vlusinvest Exceptions are everywhere. "Biomedical" usually screams pre-rev yet Ive written about $LFCR. https://www.byronstreetresearch.com/p/lfcr https://www.byronstreetresearch.com/p/lfcr"
X Link 2025-10-11T13:14Z [----] followers, [---] engagements

"Updated Report on $NURS.V Just published an earnings preview on NURS raising my price target to C$9.50. We are now approaching a critical point awaiting Q3 results. We expect to see initial VSDHOne traction but [----] targets and AOV commentary will be equally if not more important. NURS continues to present a particularly asymmetric profile even after more than doubling since first covered in May. The thesis is playing out largely as expected with the company executing according to plan. Recent strategic decisions however have altered the companys short-term algorithm and visibility into its"
X Link 2025-10-16T15:32Z [----] followers, 25.7K engagements

"On July [--] I sent out a perf review exiting several positions incl. $IDN @ $5.25 (+108.3%) $LFCR @ $7.53 (+58.9%) and all the larger ones like $PAR right at the peak (+61.9%). The $FTCI exit however was mistimed among other mistakes. Exited @ $5.49 (+36.2%) before it went on to become the fourth multibagger since May (the others being $IDN $CURI & $NURS.V). As of today $FTCI is up +110.9% since first covered. Pasting the excerpt below: "FTCI is another stock I wouldnt have covered due to its exposure to macro dynamics. At the time I believed solar was a bipartisan issue as repeatedly"
X Link 2025-10-17T17:11Z [----] followers, [----] engagements

"Initiating coverage of CEMATRIX Corporation Buy rating $0.82 target price. CEMX is a company that doesnt screen well on LTM fundamentals and most investors dismiss it as excessively lumpy. Zooming out however the flywheel effect of product validation from prior project successes becomes apparent despite a capital-intensive business model transition that resulted in a multi-year relatively range-bound performance. Now the setup is different. The company has a new CEO its balance sheet has improved and shares were reduced for the first time in its history. The seasonally low [----] is setting the"
X Link 2025-10-24T14:52Z [----] followers, 13.7K engagements

"Great to see $NURS.V as a more current discovery cycle example than $XPEL. For context @PaulAndreola profiled XPEL on @MicroCapClub [--] years ago now a 97-bagger the platforms all-time top performer. A mysterious Liger Cub profiled NURS in May @ C$1.61. Were close - just 32x more needed. Second pic from @iancassels Art and Investing presentation. https://twitter.com/i/web/status/1984282499355156653 https://twitter.com/i/web/status/1984282499355156653"
X Link 2025-10-31T15:33Z [----] followers, 10.7K engagements

"$NURS.V - Get ready for tomorrows @MicroCapClub Business Breakdowns with Hydreight Technologies hosted by @AKWilk and co-hosted by @charlesbhutch who replaces my anon self as an early investor and by far the most qualified for the convo"
X Link 2025-11-04T11:00Z [----] followers, 11.3K engagements

"RT @MicroCapClub: In [----] our members continue to crush it. 🙏 This is just the best performing companies profiled in [----]. Still on a nice"
X Link 2025-12-11T12:44Z [----] followers, [--] engagements

"RT @joinyellowbrick: Top [--] YB Elite Investor Pitches for 2025: $RKLB +316% by Clearbridge Small Cap Growth $LASR +284% @antarcticapital $Z"
X Link 2025-12-30T18:01Z [----] followers, [--] engagements

"RT @joinyellowbrick: Added [--] new stock write-ups to the site (pt 2): @realLigerCub (Catalyst Monitor) - $SILC $SPCB $MOJO $AMPG $TBTC"
X Link 2026-01-15T19:04Z [----] followers, [--] engagements

"RT @AlmostMongolian: $nurs.v announces $10 million PP. and Shafin posted an explanation on Discord: I'm seeing people already criticising"
X Link 2026-01-16T14:02Z [----] followers, [--] engagements

"$NURS.V $NURS.V I expect Q3 revenues of $C10m - $C13m ($5m - $C7.5m from VSDHOne assuming $C25-$C30 per order). Some September orders wont reach customers in time for Q3. Expecting order size to reach $C40 per order by end of the year and to $C60-$C80 in [----] along 5m+ orders in [----]. $NURS.V I expect Q3 revenues of $C10m - $C13m ($5m - $C7.5m from VSDHOne assuming $C25-$C30 per order). Some September orders wont reach customers in time for Q3. Expecting order size to reach $C40 per order by end of the year and to $C60-$C80 in [----] along 5m+ orders in 2026"
X Link 2025-11-26T22:27Z [----] followers, 16.7K engagements

"RT @onecentinvest: Pretty rare to find a microcap company that lives up to the hype. $NURS.V is a very popular stock but these earnings al"
X Link 2025-11-27T01:14Z [----] followers, [--] engagements

"Do you have a model handy for all your holdings Yes No Yes No"
X Link 2025-11-30T18:44Z [----] followers, [----] engagements

"Will be available on my blog or individually at the link below but itll get more useful as more companies are added: https://models.byronstreetresearch.com/ https://models.byronstreetresearch.com/"
X Link 2025-12-07T19:42Z [----] followers, [----] engagements

"Catalyst Watch just hit its 40th issue and Ive removed the paywall for Christmas. Below are this week's most actionable microcap press releases in North America: [--]. Progressive Planet Solutions Inc. - $ASHX.F Diversified Metals & Mining $0.24 $34.0M Earnings Results: Provided Q2 [----] highlights (FYE Apr) with revenue impacted by a previously disclosed temporary shutdown of three of four production lines to prepare for November production of new SKUs and to install a new robotic palletizer delivered this summer. The planned shutdown shifted some production and sales from October [----] into"
X Link 2025-12-22T15:23Z [----] followers, [----] engagements

"Uploaded the following investment classics into NotebookLM. Have I just created a real superinvestor or will the value guys end up fighting the growth ones [---] Baggers - Christopher W. Mayer A History of the Theory of Investments - Mark Rubinstein A Random Walk Down Wall Street - Burton G. Malkiel Against the Gods Peter L. Bernstein Beating the Street - Peter Lynch Best Practices for Equity Research Analysts - James Valentine Capital Ideas - Peter L. Bernstein Capital Ideas Evolving - Peter L. Bernstein Common Stocks and Uncommon Profits - Philip A. Fisher Competition Demystified - Bruce"
X Link 2025-12-23T13:52Z [----] followers, 36.3K engagements

"$AMPG - New Watchlist Model AMPG is a designer and manufacturer of advanced radio-frequency and microwave signal-processing components and systems for satcom 5G telecom defense and quantum computing applications. After years of modest revenues heavy R&D spend and consistent dilution the company has consolidated around two core product lines 5G ORAN radios and signal amplifiers entering a rapid growth phase as the only U.S.-based vertically integrated supplier of low-noise amplifier technology and 5G infrastructure components. Early commercialization traction and validated market demand have"
X Link 2025-12-24T15:04Z [----] followers, [----] engagements

"With $NURS.V back to May-level pessimism I've been thinking about how the market might react if it learned with evidence that the company is onboarding or has already onboarded: A licensee with 200K+ members ranked #1 in several high-profile industry rankings Another with 100K+ users featured across major national media outlets Several additional licensees with thousands of members including non-GLP-1 platforms What if each one of them has numerous excellent TrustPilot reviews What if the company's entire tech stack were explained in plain language"
X Link 2025-12-26T14:39Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing