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

Liger Cub (Byron Street Research) posts on X about investment, idea, $nursv, company 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 39.22% stocks 6.86% technology brands 5.88% cryptocurrencies 4.9% travel destinations 3.92% social networks 3.92% countries 2.94%

Social topic influence investment 18.63%, idea 10.78%, $nursv #3, company 5.88%, business 4.9%, list 4.9%, in the 4.9%, $bwen #2, the most 3.92%, $ampg #15

Top accounts mentioned or mentioned by @joinyellowbrick @microcapclub @fundamentedge @sumzero @majgeoinvesting @mikefritzell @stockjabber @mebfaber @seekingalpha @mastersinvest @altafoxcapital @billackman @iancassel @paulandreola @breakoutpoint @alluvialcapital @altaycapital @citrini7 @clarksquarecap @danielsloeb1

Top assets mentioned FTC Solar, Inc. (FTCI) Morpheus Infrastructure Node (MIND) StreamCoin (STRM) R1 RCM Holdco, Inc. (RCM) GEN Restaurant Group, Inc. (GENK)

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

"Investment Classics Theres no shortage of recommended reading lists out there. This one compiles only those books with near-universal acclaim"
X Link 2025-04-01T12:55Z [----] followers, 65.5K 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

"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

"$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

"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

"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

"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

"$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

"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, 99.4K 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

"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

"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

"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

"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

"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

"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

"Hello FinTwit For years I was a Twitter lurker. However I've come to realize that actively participating is mutually beneficial. LBH FinTwit is about idea generation. Eventually I'll be pitching too. Lately I've also noticed a surge in quality knowledge sharing as"
X Link 2024-01-12T19:57Z [----] followers, 18.5K engagements

"IDEA GENERATION (4/N): TWITTER / X Twitter is primarily a hub for idea generation while also offering avenues for sharing quality content. With that in mind Ive started curating a list of accts consistently providing valuable investment ideas both long and short. Rest assured this list will be regularly updated to maintain quality and minimise noise. Find the curated list here: I'm sharing the acct tags below (alphabetically ordered) so you can follow them (if you havent already) create your own custom list or use them in the TWTR function on your Launchpad to save space during BBG sessions."
X Link 2024-01-19T17:06Z [----] followers, 33.3K engagements

"IDEA GENERATION (5/N): INVESTMENT WRITE-UP PLATFORMS In [----] Joel Greenblatt and John Petry founded Value Investors Club (VIC) as a forum for high-quality idea generation. Prior to VIC gaining recognition investors resorted to noisy platforms like Silicon Investor (SI) where notable users such as Dan Loeb (@DanielSLoeb1) under the alias Mr. Pink and Michael Burry were active. Today VIC has [---] active members (originally capped at 250) with an acceptance rate of only about [--] in [--] applications. Faced with criticisms of being a closed community and concerns about diminishing quality alternative"
X Link 2024-01-22T16:36Z [----] followers, 12.7K engagements

"IDEA GENERATION (9/N): INVESTMENT NEWSLETTERS Investment newsletters have long been reliable sources of investment ideas. For example the 40+ page newsletter What I Learned This Week from 13D Research (@WhatILearnedTW) authored by Kiril Sokoloff has held a long presence on the desks of numerous hedge funds. Similarly the archived content of the now-discontinued Outstanding Investor Digest a favorite of Joel Greenblatt's still holds a reputation for its wealth of investment wisdom. Additionally Greenblatt also recommended The Turnaround Letter (now Cabot Turnaround Letter) and the rebranded"
X Link 2024-02-07T18:33Z [----] followers, 12.1K engagements

"The Intelligent Investor and Security Analysis are widely referenced whereas Ben Graham's The Interpretation of Financial Statements is often overlooked because it had long been out of print. For a modern alternative consider Wolfe Research's 10-K Navigation Guide accessible here: https://aksjefokus.no/wp-content/uploads/2020/05/A-Primer-on-Reading-Annual-Reports.pdf https://aksjefokus.no/wp-content/uploads/2020/05/A-Primer-on-Reading-Annual-Reports.pdf"
X Link 2024-02-08T18:14Z [----] followers, 24.1K engagements

"Dan Loeb (@DanielSLoeb1) inspired by Bob Chapman of Chapman Capital has gained a reputation for his vitriolic letters to CEOs. In a particularly ruthless letter sent to Irik P. Sevin President & CEO of Star Gas Partners on Feb [--] [----] Loeb wrote: It is time for you to step down from your role as CEO and director so that you can do what you do best: retreat to your waterfront mansion in the Hamptons where you can play tennis and hobnob with your fellow socialites. You can read the full letter here: For those interested the following are some other of his early letters sent to: A. James"
X Link 2024-02-14T14:18Z [----] followers, [----] engagements

"FORENSIC ACCOUNTING Accounting is often referred to as "the language of business." When this language is distorted or manipulated it can render investment conclusions useless. Therefore a robust investment process must allocate sufficient time to detect accounting irregularities and potential fraud. In the realm of forensic accounting the go-to resource is "Financial Shenanigans" by Howard M. Schilit (@HowardSchilit) founder and CEO of Schilit Forensics and previously of CFRA Other reliable publications include "Creative Cash Flow Reporting" by Charles W. Mulford and "Quality of Earnings" aka"
X Link 2024-02-23T16:37Z [----] followers, 23K engagements

"YET ANOTHER (FREE) INVESTMENT NEWSLETTER: Hello again FinTwit As I am currently taking some time off I've had the opportunity to reflect on the idea of launching my own investmentnewsletter. It's been about two months since I began posting and I've witnessed a satisfying growth in my FinTwit audience. Actively engaging on Twitter rather than just lurking has been incredibly rewarding. This has prompted me to consider: if sharing knowledge on Twitter is mutually beneficial why not contribute across the entire spectrum of the investment process That's the rationale behind launching The Tiger's"
X Link 2024-03-10T16:47Z [----] followers, 14.3K engagements

"Idea Thesaurus #1 Weekly Idea Generation Repository - For the week ended Saturday Mar [--] [----] The inaugural issue of the Idea Thesaurus has just been published In this weeks Idea Thesaurus spreadsheet youll find a comprehensive compilation of [---] stock entries. For a detailed breakdown both in text and as a PNG please refer to the tweets below. The xlsx file is accessible through the following link: Feel free to share it with your friends and colleagues. You can find additional information regarding its structure on the TOC worksheet but if you have any questions don't hesitate to reach out."
X Link 2024-03-17T17:11Z [----] followers, 12.2K engagements

"Awesome presentation by Chuck Murphy of Liberty Park at the Value Investor Conference back in 2019"
X Link 2024-04-21T21:10Z [----] followers, [----] engagements

"My new idea will be a mix of a "Babushka Doll" and an "Ugly Duckling." Nice categorization by David Polansky's Immersion Investments"
X Link 2024-05-11T19:07Z [----] followers, 23.7K engagements

"7 Investing Patterns by Gary Mishuris of Silver Ring Value Partners "When a particular reason for a mispricing reoccurs over time it becomes a pattern. Having a variety of investing patterns in my arsenal allows us to increase the chances of finding new attractive investments. It also leads to a more balanced portfolio where different ideas succeed or fail independently of each other." My new idea will be a mix of a "Babushka Doll" and an "Ugly Duckling." Nice categorization by David Polansky's Immersion Investments. https://t.co/CaUvZpk4mA My new idea will be a mix of a "Babushka Doll" and"
X Link 2024-05-19T00:40Z [----] followers, 48.2K engagements

"COMMON IDEA BUCKETS by @FundamentEdge I have found that it is helpful to bucket idea types. Being very clear about the underlying characteristics of a compelling idea can aid greatly in identifying new ideas. While on the topic of idea types/categories/stories I've PNGed (new word) Brett's alpha buckets. When it comes to investment process regardless of the stage chances are he's got you covered. Find his full thread at: https://x.com/FundamentEdge/status/1562165424199835648 [--] Investing Patterns by Gary Mishuris of Silver Ring Value Partners "When a particular reason for a mispricing reoccurs"
X Link 2024-05-20T13:59Z [----] followers, 28.8K 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

"When Ackman mentioned that Icahn "offered [--] million dollars to his favorite charity over a dinner that they had at Icahn's favorite Italian restaurant" he was referring to Il Tinello at 56th Street Midtown Manhattan. Icahn is such a regular customer there that they have named a special dish on the menu Pasta Alla "Icahn" after him. Ackman on the other hand prefers Marea at Central Park South"
X Link 2024-07-07T17:04Z [----] followers, [----] engagements

"Ok @MikeFritzell. You win. Top investment conferences: ICR Conf SALT Conf CSIMA Conf LD Micro Conf Grant's Fall Conf Ben Graham Conf DealBook Summit Invest for Kids Conf Gaining the Edge Conf Sohn Investment Conf Marcum MicroCap Conf Project Punch Card Conf The Activist Investor Conf Forbes Iconoclast Summit Sohn Hearts & Minds Conf Robin Hood Investors Conf Santangel's Investor Forum Planet MicroCap Showcase Value Invest New York Conf London Value Investor Conf Greenwich Economic Forum CNBC Delivering Alpha Conf GIBI Investment Symposium Kase Learning Shorting Conf Morningstar Investment"
X Link 2024-11-09T17:59Z [----] followers, 27.3K engagements

"Two things make me lose interest in a write-up right away: [--]. Being unreasonably lengthy [--]. Cluttered with unnecessary lines and shapes drawn on top of simple price/volume charts"
X Link 2024-12-14T22:16Z [----] followers, [----] engagements

"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://drive.google.com/ucexport=download&id=15cP-zKPcFulZue3X5TScDYmkm23gXa2R Below is a link to a document called the Gannon Compilation where I centralized Geoff's writings from [----] to the present in one easy-to-navigate file. [----] pages and [-------] words going back almost [--] years. 👇👇 https://t.co/7PcvyO38if https://drive.google.com/ucexport=download&id=15cP-zKPcFulZue3X5TScDYmkm23gXa2R Below is a link to a document called"
X Link 2024-12-21T11:52Z [----] followers, 59.2K engagements

"Read it once. Then read it again. TL;DR: I. Key Fundamental Criteria - Profitable - Rapidly Growing - Attractive Valuation - No Debt / Financing Requirement II. Business Model Criteria - Durable Competitive Advantage - High Returns on Capital / Low Capital Requirements - High Gross Margins - Scalable Business Model - Non-cyclical Recurring Revenues III. Technical Criteria - Small-cap - Low Float / Clean Share Structure - High Insider Ownership - Low/No Institutional Ownership - Secular Industry Tailwinds"
X Link 2024-12-27T19:24Z [----] followers, [----] engagements

"Thought this might help Updated company lineup adding more every day. https://t.co/4ax6w1s4Ii Updated company lineup adding more every day. https://t.co/4ax6w1s4Ii"
X Link 2025-01-13T20:46Z [----] followers, 10.7K engagements

"Had a wild idea: 1) Relocate to Bali with a few other S*tack writers 2) Rent a villa for peanuts 3) Share a BBG terminal. Forget it. Ill drop [--] free data & research sites tomorrow. No need to move to a tropical island"
X Link 2025-02-22T22:44Z [----] followers, [----] engagements

"Relying on an informational edge in investing is a sign of weakness. Even an anon account like mine got a cease and desist from a multibillion-dollar institution that figured out whos behind it. These folks are so afraid of losing their "proprietary" edge that they hide behind powerful NDAs. Now compare that to Buffett and the likes. They operate in plain sight relying purely on their analytical superiority. No one can take that away. Not even AI. All you need is a laptop a WiFi connection and an initial investing sum"
X Link 2025-03-30T10:56Z [----] followers, 28K engagements

"Catalyst Watch #2 is FREE Given the enthusiastic response to Catalyst Watch #1 Ive removed the paywall just for this week so everyone can experience the value firsthand and see the latest enhancements. Full PDF: Youll now find quick pitches on some of the most compelling previously flagged setups. Additionally all new weekly setups and pitches will now be available in both PDF and HTML formats. Give it a try and let me know what you think. https://drive.google.com/ucexport=download&id=1p1X_beCTM9aiNe9VcX_70gr6HCusYJfz Catalyst Watch: Introducing a New Event-Driven Idea Generator Recently I"
X Link 2025-03-31T13:28Z [----] followers, 13.7K engagements

"Ultimate Position Sizing Guide - Part [--] is out from @Alpha_Theory the OGs of position sizing. Two more parts are coming. Must read"
X Link 2025-04-02T10:26Z [----] followers, 48.1K engagements

"In anticipation of Part [--] I pulled together all [---] of their blog posts case studies and whitepapers into one file: For a few other must-read resources on position sizing check out one of my earliest tweets: https://x.com/realLigerCub/status/1742638695906173116 https://drive.google.com/ucexport=download&id=1Pa4Im6ft270tzeeth8rDjf5qapDzHTx4 Ultimate Position Sizing Guide - Part [--] is out from @Alpha_Theory the OGs of position sizing. Two more parts are coming. Must read https://t.co/KpD5QobAJc https://x.com/realLigerCub/status/1742638695906173116"
X Link 2025-04-16T13:23Z [----] followers, 14.7K engagements

"Odd discovery: Every week I manually review 2-3k+ press releases 8-Ks etc. 90% get quickly disqualified as immaterial. From the 200-300 remaining [--] each week stand out. For the past [--] weeks this process yielded exactly [--] w/o having a target number in mind. Maybe doing it subconsciously. Either way this week's most actionable corporate events + [--] quick pitches are now live 👇"
X Link 2025-04-28T14:48Z [----] followers, 11.3K engagements

"Reposting: INVESTMENT CHECKLISTS Checklists have long been used by practitioners across a range of industries. In The Checklist Manifesto general surgeon Atul Gawande highlights how aviation has drastically reduced air crashes and fatalities by sticking to them consistently. Despite being highly trained skilled and smart even the best professionals face common avoidable failures. The knowledge is there but no matter how specialized or well-trained we are steps are still missed and mistakes continue to happen. From pilots to surgeons and from structural engineers to investors ensuring that we"
X Link 2025-05-01T10:53Z [----] followers, [----] engagements

"Ranked #44 on S***tack Rising in Finance. Were winning guys. The Juice is in the rearview. The "Compounding" guy is next"
X Link 2025-05-25T15:37Z [----] followers, [----] engagements

"@StockJabber Reminds me of Paul Sonkin author of Pitch the Perfect Investment who bought just one share of several hundred companies to create his so-called "grab bag" forcing himself to monitor them regularly"
X Link 2025-06-15T18:17Z [----] followers, [----] 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

"What @majgeoinvesting and his team have built here might be the site I visit most every damn day. Actually it surely is. Its currently free and a must-bookmark for anyone actively sourcing ideas. Back in the saddle after meeting great Cos. & investors at @PlanetMicroCap/@MicroCapClub Toronto conference. Feeling fired up to dig in this weekend. Heres a $UG case study showing how to use Press Release research to build a stock watchlist. Special shoutout to @realLigerCub https://t.co/L7QCbpvk9Q Back in the saddle after meeting great Cos. & investors at @PlanetMicroCap/@MicroCapClub Toronto"
X Link 2025-10-25T23:29Z [----] followers, [----] engagements

"How to think about paid newsletters when allocating your research budget🧵 Newsletters have been trending on Fintwit lately (blame @MikeFritzell) so Im joining the conv to throw in my 2c a year after launching Byron Street Research. As @joinyellowbrick noted having "a weekly "top-of-the-funnel" note that is sent for free (like @pernasresearch Stock Sonars @ToffCap Monday Monitor @realLigerCub Catalyst Watch)" helps maximize ***stack profits. None of these is free anymore though so lets jump straight into paid newsletters"
X Link 2025-06-11T16:23Z [----] followers, 19.5K 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

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

"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

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