@SebKrog Avatar @SebKrog Sebastian

Sebastian posts on X about $ivfh, stocks, $leat, money 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 countries currencies stocks technology brands social networks travel destinations cryptocurrencies exchanges events

Social topic influence $ivfh, stocks, $leat, money, ceo, $prka, if you, $acnt #1, market cap, acquisition

Top accounts mentioned or mentioned by @evfcfaddict @davidkatunaric @majgeoinvesting @financeschmidt @ragingbullcap @hariseldomright @investmentideen @kreuzmann13 @valuehunte @blinklebloop @treyhenninger @akwilk @jaminvest @microcapclub @divergent7651 @nevergr33dy @javet23 @clarksquarecap @marketplunger1 @analysethat

Top assets mentioned Kaspi.kz Joint Stock Company (KSPI)

Top Social Posts

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

"@illikvid Thanks for sharing my thread. I didnt know $uswe. Can you Share with me a write up or thread about it"
X Link 2021-09-13T06:20Z 10.4K followers, [--] engagements

"@TreyHenninger And $PCHM just went straight up on the top of my watchlist 😁"
X Link 2022-01-26T22:57Z 10.6K followers, [--] engagements

"Software like margins and a local Moat - Here are five reasons why I think Parks America $PRKA is a great business:"
X Link 2022-02-22T20:08Z [----] followers, [--] engagements

"@LukeWolgram $prka $pchm has also high barriers to entry"
X Link 2022-07-25T03:15Z 10.6K followers, [--] engagements

"Whats your current best idea below 300m MC"
X Link 2022-09-20T19:07Z 10.4K followers, [--] engagements

"Portfolio Update (Q3): -18% YTD Biggest positions: $LEAT $CEV.HM $PRKA New Buys in 2022: $PCHM $HRBR $CEV.HM Added in Q3: $LEAT Biggest winner 2022: $CEV.HM (+31%) Biggest looser 2022: $KSPI (-30%)"
X Link 2022-10-01T19:11Z 10.6K followers, [--] engagements

"Here are [--] stocks below 100m Market Cap I researched in the last week and why passed on them for now (they still might be great investments):"
X Link 2022-11-19T19:50Z 10.4K followers, [--] engagements

"$SCIA The numbers look great. Impressive growth at a reasonable price. However they basically only have two customers and since I cannot really understand the industry and their product that well too hard pile"
X Link 2022-11-19T19:50Z 10.4K followers, [--] engagements

"@alluvialcapital $GSFD sells baits under the "Killer Bee Bait" brand"
X Link 2022-11-29T15:14Z 10.6K followers, [--] engagements

"Fashionette ( $FSNT.F): The platform group bought 30% of shares outstanding at the end of last year replaced the board and now in talks for a cooperation. Potential squeeze-out in the future"
X Link 2023-02-17T19:44Z [----] followers, [----] engagements

"Current portfolio (2% positions): LS Invest - $IFA.HM Centrotec - $CEV.HM Leatt - $LEAT Parks America - $PRKA Kaspi - $KSPI SHW - $SW10.HM PharmChem - $PCHM Harbor Diversified - $HRBR"
X Link 2023-03-10T18:16Z 10.6K followers, 13K engagements

"@JakeNomada @Chase @AmericanExpress Amex has extremely good customer support"
X Link 2023-06-28T20:38Z [----] followers, [--] engagements

"Greetings from Madrid Anyone of my Twitter followers that is here and wants to grab a coffee send me a DM. Otherwise comment your favorite Spanish stocks that I could research in the comments"
X Link 2023-07-27T10:01Z 10.6K followers, 14.2K engagements

"@capital_rainbow Track record you dont need to find them at the very start. If you would have found Buffett in the 90s - you would still have a track record of like [--] years and would still be early enough to do well"
X Link 2023-08-07T17:50Z [----] followers, [--] engagements

"What are some stocks you know where there was or will be a decrease on the supply-side Some name I know are $gvc.to $FP.V and Saga furs"
X Link 2023-08-27T11:37Z [----] followers, [----] engagements

"Saga Furs last auction of [----] is off to a decent start. By my calculations they should do around 11-12m in revenue from this auction which would lead to around 25m in H2 [--] rev or around 45m in net income for [----] = trading at 7x [----] earnings"
X Link 2023-09-05T19:17Z [----] followers, [----] engagements

"Strong first five days. With 90% of mink sold. Even with avg. prices of only [--] they should make more than 13m in revenue from this auction"
X Link 2023-09-09T14:43Z [----] followers, [---] engagements

"I am amazed at how easy it is to get in touch with microcap management and how much information you can get by talking to them"
X Link 2023-09-14T10:58Z [----] followers, 15.3K engagements

"@HariSeldomRight @shravanrayhaan Massive respect 🫡"
X Link 2023-09-14T16:07Z [----] followers, [---] engagements

"@SaeschInv @david_katunaric @finance_schmidt Why is TWR more useful for comparing if you keep the cash in your portfolio shouldn't you also use IRR for comparisons"
X Link 2023-09-14T20:41Z [----] followers, [---] engagements

"@GlobalStockPick @orrdavid They grew EPS 131% from [----] to [----] and paid out [---] HK$ per share in Dividends"
X Link 2023-09-18T15:19Z [----] followers, [---] engagements

"@DakotasTwits @evfcfaddict But do they do with the cash"
X Link 2023-09-19T21:19Z [----] followers, [---] engagements

"Sometimes I think I overcomplicate investing. Maybe I should just buy decent businesses with 15% ROE+ at 7x earnings and wait"
X Link 2023-09-20T19:43Z [----] followers, 13.4K engagements

"What Toy makers do you know that are cheap So far I have: - Jakks Pacific $JAKK - Dream International $1126.HK - Playmates Toy $869.HK"
X Link 2023-09-28T08:38Z 10.4K followers, 12.4K engagements

"@InvestRoiss I think its way more likely to find mispricings in microcaps and I also think its more likely to know more then the seller in microcaps. However I also think that there still some events where the market is too shortsighted and wrong in larger caps e.g. $KSPI last year or $META"
X Link 2023-10-08T21:41Z [----] followers, [---] engagements

"@Loving_pharma They liquidate because Denmark culled mink production"
X Link 2023-10-15T19:57Z [----] followers, [---] engagements

"Some additions based on some comments: - The biggest competitor liquidated because Denmark temporally banned fur farming. - Finland could also ban fur farming. But even in the worst case scenario the downside is protected because the company trades below liquidation value. New Write-Up 🗣: Saga Furs $SAGCV a net-net with a clear catalyst that should boost EPS in the next [--] years. Read the whole write-up now - LINK is in my Bio. https://t.co/n1BGnSOlqx New Write-Up 🗣: Saga Furs $SAGCV a net-net with a clear catalyst that should boost EPS in the next [--] years. Read the whole write-up now - LINK"
X Link 2023-10-19T11:20Z [----] followers, [----] engagements

"@Investmentideen What am I missing that TSRI is trading at 3x and not like 7x"
X Link 2023-10-22T11:39Z [----] followers, [---] engagements

"@hiddenvalueblog @HariSeldomRight I think the market treats it as a pharmaceutical Company with declining revenue and a huge cash pile which is not used. Currency conversion is probably also not done on first look"
X Link 2023-11-10T23:54Z [----] followers, [---] engagements

"I could mention [--] more interesting microcaps from Canada but instead of having a monologue I am curios to know your favorite Canadian microcaps right now. And is it just me or are there more interesting Canadian microcaps than US microcaps"
X Link 2023-11-18T00:42Z [----] followers, [----] engagements

"There it is Yes its listed in Hong Kong but here me out. Playmates Toys $869.HK is still an attractive opportunity. find out why. Link is in my Bio"
X Link 2023-11-19T18:34Z [----] followers, 15.2K engagements

"@Ingathewinger 1) we are not late in the latest TMNT relaunch it just happens in August so most of it has not hit the income statement. 2) Even without TMNT it would earn probably 80m HKD 3) they will probably pay out most of the earnings in dividends"
X Link 2023-11-20T09:41Z [----] followers, [---] engagements

"@MFJones1618 Youre right I should not listen to a guy who has compounded his money 50% p.a. what he has to about stocks"
X Link 2023-11-24T12:18Z [----] followers, [--] engagements

"@AKWilk Very good to see from $CURN - I hope its not a one off"
X Link 2023-11-29T16:25Z 10.6K followers, [---] engagements

"One year ago I wrote my most viewed article to date. Now one year later it is time to revisit it. Did it work Is the thesis still intact Youll find the link to the blog in my bio"
X Link 2023-12-09T17:03Z [----] followers, 10.1K engagements

"@evfcfaddict Thanks for sharing Andy. Its a one day stock. Still can yield good IRR but hard to hold onto"
X Link 2023-12-09T17:25Z [----] followers, [---] engagements

"@antizykliker yep my IRR calculation was super conservative. If a Squeeze-out happens it was as likely to result in more than just the book value at that time"
X Link 2023-12-09T18:44Z [----] followers, [---] engagements

"@david_katunaric Sure there are a lot with operations in Malaysia HK Singapore or international but priced as cheap as the others with operations in China"
X Link 2023-12-13T17:40Z [----] followers, [---] engagements

"@HortzVan @david_katunaric Pax $0327.HK Dream Intl. $1126.HK Playmates Toys $0869.HK"
X Link 2023-12-13T19:09Z [----] followers, [--] engagements

"@HortzVan @david_katunaric But overall I dont think its worth the pain. I like playmates because of the inside into their demand as a shorter term investment which should yield high IRR"
X Link 2023-12-13T19:26Z [----] followers, [---] engagements

"In [----] I want to improve my Idea Generation process. Here is what it will look like: Idea Sourcing: Going through Press releases on Sedar and Otcmarkets looking for either change (new Management) or growth in earnings releases. Furthermore checking Microcapclub and newest VIC entries. Initial Screen: All ideas will go through my initial framework which boils down to: I want to by cheap asset light businesses run by great management at an inflection point. Cheap is the most important factor meaning the cheaper a business is the less important are the other factors. Qualitative Research: If a"
X Link 2024-01-01T18:20Z [----] followers, [----] engagements

"@ivanparushkin1 @evfcfaddict @alluvialcapital Also they profited from favorable CAD/USD exchange rate"
X Link 2024-01-01T20:32Z [----] followers, [--] engagements

"@olvehe Here are some numbers to demonstrate how cheap it is: NCAV= 43m (1194 per share) Retained earnings = 55.2m (153 per share) Real estate 60m (16 per share) Current share price = 1060"
X Link 2024-01-05T13:17Z [----] followers, [--] engagements

"@iancassel It depends on why the stock doubled if it was mainly by multiple rerating - and the business is not substantially better then its probably better to sell. If however the increase was driven by sustainable EPS growth its probably wise to hold"
X Link 2024-01-10T14:15Z [----] followers, [---] engagements

"Unpopular opinion in the value investor camp: I think you should check the stock prices of stocks you follow multiple times a day"
X Link 2024-01-12T12:19Z [----] followers, [----] engagements

"@MikeFritzell Congrats @MikeFritzell well deserved. Have you experimented with other traffic sources than X"
X Link 2024-01-12T14:02Z [----] followers, [---] engagements

"To those of you who have BamSEC would you say its worth it"
X Link 2024-01-16T14:55Z [----] followers, [----] engagements

"@HariSeldomRight My question was more regarding towards your thinking about sizing it as your biggest position. Do you expect the highest IRR from it or was it more a case of it has the least downside of my stocks"
X Link 2024-01-17T21:34Z [----] followers, [---] engagements

"@HariSeldomRight That would have been my next question. How do you the IRR higher in Seneca than in cipher"
X Link 2024-01-17T21:40Z [----] followers, [---] engagements

"Not sure what to make of it but X launched a ChatGPT like AI based on the knowledge of Twitter posts"
X Link 2024-01-22T12:56Z [----] followers, [----] engagements

"In [----] when I just started to become interested in Microcaps I listened to a Podcast where @TreyHenninger pitched $SODI - and I passed on it. One of my greatest errors of omission. Only passing on $EPSIL was greater. And please dont ask me what I bought instead. Fintwit highlight of the day: In [----] @TreyHenninger was buying $SODI for 1x [----] earnings Fintwit highlight of the day: In [----] @TreyHenninger was buying $SODI for 1x [----] earnings"
X Link 2024-01-24T18:46Z 10.6K followers, [----] engagements

"@Tintincapital Never heard any of those. Can you elaborate a bit"
X Link 2024-01-25T21:08Z [----] followers, [---] engagements

"@Jam_invest @diegobmilano I saw your posts about $BRM.V - wouldnt they fit also the bill"
X Link 2024-01-26T08:09Z [----] followers, [---] engagements

"Saga Furs Update: Good earnings mixed outlook Good: + Higher EPS than expected + [----] dividend per share (6.2% yield)"
X Link 2024-01-26T12:58Z [----] followers, [----] engagements

"Neutral/ Bad: - They will offer fewer pelts in [----]. - Positive effects of Kopenhagen Fur liquidation will be visible in [----] not in [----]. - Higher Fur prices needed to achieve same results as in 2024"
X Link 2024-01-26T12:58Z [--] followers, [---] engagements

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

"Sure sex is great but have you ever gone A-Z in the OTC and found a company that trades at 3x NTM earnings and has zero write-ups on MCC VIC and X"
X Link 2024-02-04T12:37Z [----] followers, 39.1K engagements

"#2 "Trade like Warren Buffett" is another unknown book with excellent parts. Especially the interview Mohnish Pabrai gave is worth a read"
X Link 2024-02-29T14:50Z [----] followers, [----] engagements

"#3 "How to make the stock market make money for you" is another excellent book and recommended by @ElementaryValue"
X Link 2024-02-29T14:50Z [----] followers, [----] engagements

"What lesser known books did you read and enjoy Feel free to comment below"
X Link 2024-02-29T14:50Z [----] followers, [----] engagements

"Looks like my write up made it to the boss $IVFH"
X Link 2024-03-01T00:17Z [----] followers, [----] engagements

"There are a lot of places to find cheap stocks but the best place with the highest % of cheap overlooked stocks may be OTC stocks trading below $1"
X Link 2024-03-06T22:09Z [----] followers, [----] engagements

"@ThinkFinance999 Youre correct that there are a a lot of cheap stocks. But I dont know how many how them actually deserve a higher valuation"
X Link 2024-03-07T07:41Z [----] followers, [---] engagements

"@DEgilsson @finance_schmidt @dsmoak98 I am tourist here. I am just familiar with tracking sales on Amazon"
X Link 2024-03-14T13:33Z [----] followers, [---] engagements

"My [--] cents on $CPH.TO earnings:"
X Link 2024-03-15T23:12Z [----] followers, [---] engagements

"The legacy business is stable and fairly valued at current valuation. Going forward it seems more certain than ever that they make a big acquisition probably already this year. Management hinted that we are talking about at least $75m"
X Link 2024-03-15T23:12Z [----] followers, [--] engagements

"This brings obviously risk with it. However as long as the acquisition is not a complete disaster there is probably still money to be made in the stock by the release of MOB-15 which will be sold by the same sales team that launched current market leading drug Jobalia"
X Link 2024-03-15T23:12Z [----] followers, [---] engagements

"Currently the sales from TEENAGE MUTANT NINJA TURTLES are still going strong. They can probably milk the cow until H2 this year when they face stronger comps. Disc. still long"
X Link 2024-03-18T09:06Z [----] followers, [----] engagements

"@finance_schmidt @CloneShameless Market thinks as he does. Nobody wants the 7% dividend yield"
X Link 2024-03-19T09:42Z [----] followers, [---] engagements

"Fight in the comments"
X Link 2024-03-19T18:13Z [----] followers, 26.5K engagements

"My [--] cents on todays earnings and commentary from $IVFH"
X Link 2024-03-21T20:04Z 10.7K followers, 12.1K engagements

"Asset heavy businesses are not an issue per se. It becomes an issue if a low ROE company decides to reinvest its capital Into the business"
X Link 2024-03-28T13:29Z [----] followers, [----] engagements

"In [----] I went through a bunch of OTC stocks and put about [---] interesting ones into a spreadsheet. I just revisited the sheet and found $IVFH on there"
X Link 2024-03-29T11:02Z 10.7K followers, 14.4K engagements

"@MSmicrocaps There are so many cases where the earnings call had so much more infos than the actual 10k/q"
X Link 2024-03-29T14:37Z [----] followers, [--] engagements

"Looks like there might be some more gems in this list. I highly recommend everyone going through otcmarkets and putting even semi-interesting stocks into a spreadsheet and revisit them frequently. Companies change. In [----] I went through a bunch of OTC stocks and put about [---] interesting ones into a spreadsheet. I just revisited the sheet and found $IVFH on there In [----] I went through a bunch of OTC stocks and put about [---] interesting ones into a spreadsheet. I just revisited the sheet and found $IVFH on there"
X Link 2024-03-29T17:57Z [----] followers, [----] engagements

"I rarely speak out recommendations but @MSmicrocaps and @GeoInvesting are two great services for idea generation"
X Link 2024-04-02T14:37Z [----] followers, [----] engagements

"I think in order to be able to find something interesting going A-Z you need to know what look for. Thats why I would add one step before that: Reading a lot of past write ups as case studies. Not to find new ideas but to see what the author saw in the company. @scarecrow_mark @LeftField_FHRS If i were new. I would turn off Twitter and substack for six months and go A to Z in OTC stocks & under $300 million for exchange traded stocks. Then I would turn Twitter back on and then when you have time go through Canada Australia UK Singapore Europe--HK is worth it at @scarecrow_mark @LeftField_FHRS"
X Link 2024-04-04T07:30Z [----] followers, [----] engagements

"I like to look for change in a company. Usually change starts by a change in management. I just realized looking for companies that (re)-introduced earnings calls could actually be a good hunting ground for those companies. Examples: $IVFH $FTLF"
X Link 2024-04-11T10:58Z 10.7K followers, [----] engagements

"@Kreuzmann13 If you have excess to all the transcripts you search for first earnings call I think BAMsec can do that maybe @edmund_sec as well"
X Link 2024-04-11T11:38Z [----] followers, [---] engagements

"Update: You can screen for that on @KoyfinCharts I like to look for change in a company. Usually change starts by a change in management. I just realized looking for companies that (re)-introduced earnings calls could actually be a good hunting ground for those companies. Examples: $IVFH $FTLF I like to look for change in a company. Usually change starts by a change in management. I just realized looking for companies that (re)-introduced earnings calls could actually be a good hunting ground for those companies. Examples: $IVFH $FTLF"
X Link 2024-04-11T13:23Z [----] followers, [----] engagements

"First contract is signed (three more to come) $IVFH"
X Link 2024-04-15T12:12Z 10.7K followers, [----] engagements

"@memyselfandi006 Also see latest earnings call"
X Link 2024-04-15T15:45Z [----] followers, [---] engagements

"@joshdannett @MadagascarCap @finance_schmidt No its an outdated info on their website"
X Link 2024-04-16T09:25Z [----] followers, [--] engagements

"You make money by seeing now what the market will see in the future. However it takes time to get to know a business that well usually it occurs only AFTER you already own it. Let me explain it to you using $IVFH as an example"
X Link 2024-04-17T13:53Z 10.7K followers, [----] engagements

"The first look at $IVFH is nasty. A money loosing diluting business that does not even grow revenues"
X Link 2024-04-17T13:53Z 10.7K followers, [---] engagements

"Then you examine the profit potential of their B2B segment. You see that they once had EBITDA margins of 10%. You wonder if they can get there again. You compare them to other food distributors. You calculate potential earnings power and an appropriate multiple"
X Link 2024-04-17T13:53Z [----] followers, [---] engagements

"Then you wonder why they have higher margins than other food distributors. You wonder why US Foods has been working with them for over [--] years. You read the latest earnings call transcript the new contract. and then you realize they are not a food distributor. They are a platform"
X Link 2024-04-17T13:53Z [----] followers, [---] engagements

"Has actually any of the newspaper bets worked out $FP.V is a disaster since they dilemma with the new press $GVC.TO is a dumpster fire I am not too familiar with $NZM.NZ $LEE and $RCS.MI but their charts suggest havent done that well either"
X Link 2024-04-19T06:36Z [----] followers, [----] engagements

"@POMPETUSOFLOVE Its a great heuristic to avoid heavily diluting shitcos. And also to focus on illiquid stocks"
X Link 2024-04-24T15:22Z [----] followers, [--] engagements

"Sunday [--] pm (ET)"
X Link 2024-04-26T17:04Z [----] followers, [----] engagements

"@evfcfaddict @MicroCapClub As a stock picker with a bottom up approach I think every market offers opportunity. But I feel comfortable in North America"
X Link 2024-04-27T13:26Z [----] followers, [---] engagements

"@Franfra51045228 The CEO was asked that question in an earnings call he said they are not recession proof but could offer retail more flexibility in a recession"
X Link 2024-05-02T14:05Z [----] followers, [--] engagements

"Nice to see $IVFH in a fund letter. The Greystone Capital Q1 letter is up on the site. Company discussions include $IVFH and $NNBR two very interesting situations that appear to be mispriced. https://t.co/oQlVJMSqZ0 Readers can sign up to receive future communications on the Letters page of the website. The Greystone Capital Q1 letter is up on the site. Company discussions include $IVFH and $NNBR two very interesting situations that appear to be mispriced. https://t.co/oQlVJMSqZ0 Readers can sign up to receive future communications on the Letters page of the website"
X Link 2024-05-03T12:11Z 10.7K followers, [----] engagements

"@ragingbullcap Yes more people are copying what he does with [---] billion that what he did to get there"
X Link 2024-05-04T20:36Z [----] followers, [----] engagements

"@ragingbullcap 100% either you dont bother and put everything into an index fund or you go full force into microcaps"
X Link 2024-05-04T20:49Z [----] followers, [----] engagements

"@Investmentideen Didnt know you own $IVFH"
X Link 2024-05-08T16:20Z 10.7K followers, [----] engagements

"Good results by Cipher $CPH.TO - legacy drugs are slugging along nicely. Comments suggest that MOB-15 launch went very well and that they will do multiple smaller acquisitions instead of one big one"
X Link 2024-05-09T21:22Z [----] followers, [----] engagements

"@QuantStrategist Wouldnt read to much into that. Look at the previous quarters and in [----] Q1 they did 2.8m in lecensing revenue"
X Link 2024-05-09T21:27Z [----] followers, [---] engagements

"@Divergent7651 Also sounded that if no acquisition then buybacks. As in 2023"
X Link 2024-05-10T13:42Z [----] followers, [---] engagements

"In hindsight I passed on so many opportunities. There is some hindsight bias but I think if you have a very cheap stock with a decent outlook you should probably just buy some"
X Link 2024-05-10T18:49Z [----] followers, [----] engagements

"Just a normal day as a microcap investor. I cycle through these [--] multiple times on a daily basis. https://t.co/BMCDhhi4J2 I cycle through these [--] multiple times on a daily basis. https://t.co/BMCDhhi4J2"
X Link 2024-05-10T21:22Z [----] followers, [----] engagements

"I will provide an update on $IVFH and $SGRP Q1 tomorrow on the blog - and thankfully it will be very fun to write"
X Link 2024-05-15T14:29Z 10.7K followers, [----] engagements

"My [--] cents on the earnings of $IVFH $SGRP #CSFS.L $869.HK Link in bio"
X Link 2024-05-16T16:48Z 10.7K followers, 19.2K engagements

"I think three years is not necessary to wait. You get a lot of leading indicators before to judge whether your thesis is working. - how are the quarterly results - what is the outlook - what does management do in terms of capital allocation Philip Fisher used the 3-year rule: 🟠Buy a company you think is undervalued 🟠Give the market [--] years to catch up to your thesis 🟠If nothing happens / the stock underperforms ➡ SELL What do you think Is anyone applying something similar in their process Philip Fisher used the 3-year rule: 🟠Buy a company you think is undervalued 🟠Give the market [--] years"
X Link 2024-05-20T13:12Z [----] followers, [----] engagements

"@Arkenstone_C Why does it make a difference"
X Link 2024-05-20T14:13Z [----] followers, [---] engagements

"@Arkenstone_C Quarterly earnings are a new set of data - and more often than not they can have a big impact on your estimate of fair value and the likelihood of reaching fair value. I know multiple cases where my estimate of fair value changed substantially because of one press release"
X Link 2024-05-20T18:44Z [----] followers, [--] engagements

"Why should the thesis be wrong in the first place then Ill give you an example. When I invested into $IVFH the case was that can achieve [----] profitability of 10% EBITDA margin on 60m of revenue so fair value would be around 60m EV. In Q1 and now after Q2 is it very likely that they can even achieve 10m in EBITDA by [----] and that the business is higher quality than first anticipated. My estimate of fair value shifted therefore from 60m EV to 120m - all within [--] Qs"
X Link 2024-05-20T18:52Z 10.7K followers, [---] engagements

"Would you consider this LinkedIn Bio from a company's CEO a red flag"
X Link 2024-05-31T12:00Z [----] followers, [----] engagements

"Two misconceptions I thought were true that have cost me some returns in the past: - You have to hold a stock for the long term. - You have to buy great businesses"
X Link 2024-06-05T10:42Z [----] followers, [----] engagements

"Well I think the learning of today was that having smart friends really helps in investing. @finance_schmidt sent me the press release directly after the release so I was able to buy some shares of $RGS pre market. Congrats to all longs"
X Link 2024-06-25T23:22Z [----] followers, [----] engagements

"@SurrealInvestor Thank you And I agree $IVFH is a gem"
X Link 2024-06-28T15:23Z 10.7K followers, [---] engagements

"@Christian_NuW $IVFH on a $$ Basis"
X Link 2024-06-29T15:08Z 10.7K followers, [---] engagements

"@1chrismcg I am in Bogot and maybe go to Pereira in September. Let me know if you will be there"
X Link 2024-07-27T16:16Z [----] followers, [---] engagements

"For the first time since acquiring shares at CAD [----] I bought more $CPH.TO shares today. From the comments I see on X I think people are misunderstanding this acquisition. Let me explain"
X Link 2024-07-29T20:15Z [----] followers, 34.3K engagements

"1/ Sure from tomorrow onwards they add around 11m in EBITDA. So they bought the company for like 8x EBITDA. They will start having some interest payments. Probably around 3m per year (7% on 40m debt)"
X Link 2024-07-29T20:15Z [----] followers, [----] engagements

"2/ But this acquisition was not about increasing earnings from today to tomorrow. This acquisition was about giving them a platform to finally scale their business. How can they grow from here on"
X Link 2024-07-29T20:15Z [----] followers, [----] engagements

"@ragingbullcap From a risk/reward I would argue maybe even more attractive than at [--]. At [--] you had less optionality. It was pre-any acquisition. You had the risk of a bad acquisition. No you have 3-4 very realistic sceneries that can basically each bring another $10m or so to the bottom line"
X Link 2024-07-31T19:59Z [----] followers, [----] engagements

"The biggest advantage to outperform in microcaps: A lot of time and no money"
X Link 2024-08-05T16:10Z [----] followers, [----] engagements

"This is true. However in microcaps sometimes it is absurdly obvious to figure out future earnings because no one pays attention. Recent examples: - Record backlog + history of profitability. - Break out quarters as start of a longer growth cycle. The only question is how long the shelve live is. Is it one good quarter one good year or more Youll never know for sure until the time has passed. How to protect yourself Buy cheap. A great quote on value investing from my friend Matt Sweeney (@LaughingH20Cap): "You need to be suspicious of anything that is optically cheap. If you start with the"
X Link 2024-08-05T19:29Z 10.4K followers, 17K engagements

"@TreyHenninger Nice to see. As a former shareholder and fan of Focused compounding I am routing for them"
X Link 2024-08-14T02:24Z [----] followers, [---] engagements

"Its as safe or dangerous as you make. Take basic precautions and youll be fine most likely. Depends on what you want: Medellin is the easiest and probably prettiest city. Lots of tourism. Lots of party. Bogota gets a bad rep but its a decent city with a lot of museums and smart people. Can be rough around the edges. The coast is meh in my opinion. The nicest places are probably around the coffee region. Especially the Pueblos"
X Link 2024-08-19T03:52Z [----] followers, [----] engagements

"@vanckzhu Yes the people involved. Every time you see a sophisticated investor involved take a closer look"
X Link 2024-08-20T16:06Z [----] followers, [---] engagements

"@evfcfaddict @Biohazard3737 But not in April it was too cold for me 😂"
X Link 2024-09-02T15:52Z [----] followers, [---] engagements

"Now that $SGRP will go private for $2.50 (Deal confirmed) the performance of my [----] write-ups is back in good condition. Disc. I own all the stocks I write about"
X Link 2024-09-03T13:27Z [----] followers, [----] engagements

"@Divergent7651 Make a living from investing and managing money are two completely different things. I would first distinguish what of these two things you want and why"
X Link 2024-09-04T02:58Z [----] followers, [---] engagements

"@Divergent7651 Just to give you some pushback (to think about it if you havent) - do you want to manage others peoples money or do you just want to spent the whole day on investing"
X Link 2024-09-04T03:07Z [----] followers, [---] engagements

"From a theoretical standpoint investing in companies in declining industries (whether its a temporary downturn or permanently) makes sense if supply decreases stronger than demand. But does anyone have an actual success example of this"
X Link 2024-09-04T21:28Z [----] followers, [----] engagements

"Because looking at stocks like $FP.V $SPX.TO $Y.TO - it seems like they did not do that well"
X Link 2024-09-04T21:28Z [----] followers, [----] engagements

"5 Microcaps in [--] Minutes stays free I present [--] companies focused on higher margin products and sales channels as well as two road kills trading below liquidation value. And a company that just secured a contract 5x the size of its market cap. Link in Bio"
X Link 2024-09-11T14:41Z [----] followers, [----] engagements

"Small update on Saga Furs $SAGCV - Despite selling less fur this year than last year auction sales have been similar. Therefore I expect similar numbers compared to last year. They also announced to save $4m in cost in [----]. With the liquidation of Kopenhagen Fur and profitable price level for producers [----] is set to become a great year"
X Link 2024-09-11T17:26Z [----] followers, [----] engagements

"@QuantStrategist I think that was denied on the moberg call"
X Link 2024-09-13T15:20Z [----] followers, [---] engagements

"How can $OPTT claim they have a huge pipeline and potential deals when their backlog barely improved and their numbers look worse then the previous Q all while increasing S/O by more than 50%"
X Link 2024-09-16T21:33Z [----] followers, [----] engagements

"Optionality + a great management team is a very good combo"
X Link 2024-09-17T22:48Z [----] followers, [--] engagements

"@trustfundgen Havent read it but rate him highly as an investor what's the pitch @ragingbullcap"
X Link 2024-09-20T15:25Z [----] followers, [----] engagements

"@ReturnsJourney Whats the pitch"
X Link 2024-09-20T15:27Z [----] followers, [----] engagements

"@Badonde_ Thanks for sharing what do you think $proc.l can earn in the next years if the plan works"
X Link 2024-09-20T15:40Z [----] followers, [--] engagements

"@A92value $SUP the new $RGS"
X Link 2024-09-20T16:25Z [----] followers, [----] engagements

"@ragingbullcap @DeepFriedF15875 @trustfundgen @JDerevyanny @aaronvalue @ToffCap It is a chicken egg problem. I have not done any work on cannabis. Obviously you associate regulatory risk with it. So it is just whether it would be worth to start doing the work on the industry"
X Link 2024-09-20T16:29Z [----] followers, [---] engagements

"@DMetropolitan @NCSI_SA No horse in the race here but that has been main critique of Cipher as well. I think if you have confidence in the management that they will use it (wisely) then it can be a plus"
X Link 2024-09-24T22:44Z [----] followers, [---] engagements

"Most of them are uninvestable BUT the best ideas usually also look uninvestable at first glance. They are usually not obviously cheap. (4/8)"
X Link 2024-09-27T14:43Z [----] followers, [----] engagements

"Second: There are barely any IPOs in the microcaps space companies stay private until they get a bigger valuation than the 100m. (5/8)"
X Link 2024-09-27T14:43Z [----] followers, [----] engagements

"To build confidence you need time you need to follow the management for a while see if they do what they say. And most importantly you dont have to be a shareholder from day one. (7/8)"
X Link 2024-09-27T14:43Z [----] followers, [----] engagements

"If the story is really that good then the stock will be more attractive in three months time than today if that is not the case then the story was never that good. (8/8)"
X Link 2024-09-27T14:43Z [----] followers, [----] engagements

"What i was referring to: imagine if you are new to investing. You just read your first books on the topic and then decide to go A-Z in my experience it will be tough for you to distinguish between the good and bad investments. Why Because especially the best ideas look messy on the first glance. If you instead start to learn with actual case studies (MCC VIC) you get a better understanding on what to look for in potential future high ROCE companies"
X Link 2024-09-28T18:27Z [----] followers, [---] engagements

"I havent shared a pitch on X in a long time so I wanted to present you an interesting situation: Restructuring of $CULP represents an opportunity + [--] well known value funds are the biggest shareholders Mattress manufacturer and Upholster distributor from the US. The company is a classical big cap in a microcap. The company has been basically profitable its entire history until 2022/23. In its glory days the company did around $30 million in EBIT. Now the market cap is around $75 million. What happened First from [----] Chinese cheap imports from mattresses caused the US manufactures to suffer."
X Link 2024-09-30T13:20Z [----] followers, [----] engagements

"@Wolfdog_Capital [--]. Despite the anti dumping law mattresses are still imported just now from China but from other countries. There are especially sold on Amazon which does not care where there are from. [--]. CULP produces the mattress in the US/ Haiti"
X Link 2024-09-30T13:35Z [----] followers, [---] engagements

"+88.5% YTD. A turbulent quarter in an outstanding year. I think I may have found the reason for this great short term performance (other than luck). More on that in my reflections about this quarter. Link in Bio"
X Link 2024-09-30T20:07Z [----] followers, 45.1K engagements

"@finance_schmidt Impressive track record I hope you keep sharing your secrets with me 😃"
X Link 2024-09-30T20:12Z [----] followers, [----] engagements

"@finance_schmidt Same to you"
X Link 2024-09-30T20:12Z [----] followers, [----] engagements

"@nevergr33dy @finance_schmidt In Paulo Coelho book the alchemist it says that if you enter a new journey in your life if it supposed to be your path in life you will be accompanied by beginners luck. Maybe that is my beginners luck in my journey as full time investor/writer"
X Link 2024-09-30T20:20Z [----] followers, [---] engagements

"Another learning or perhaps change in my approach is that I become extremely slow to buy positions in companies. The last positions I bought came after I followed the companies closely for months. I dont care if the stock price increases in that time (that would be even a good signal). But a) it takes time to build conviction and b) I usually want to wait until certain operational milestones are achieved"
X Link 2024-10-03T18:18Z [----] followers, 31.9K engagements

"@SimplerInvestor Agreed"
X Link 2024-10-03T22:07Z [----] followers, [---] engagements

"New free article I asked myself what is a comely held belief in investing that is actually not a cause for performance. That and what sugar has to with it youll read in this post. Link in bio"
X Link 2024-10-06T16:03Z [----] followers, 44.7K engagements

"@SauropodCapital Yes https://www.offshore-mag.com/subsea/article/55132865/rystad-energy-subsea-spending-on-upward-track-for-next-four-years https://www.offshore-mag.com/subsea/article/55132865/rystad-energy-subsea-spending-on-upward-track-for-next-four-years"
X Link 2024-10-07T19:06Z [----] followers, [----] engagements

"My response to people saying US stocks are too expensive. If you arent finding great investment opportunities you arent looking hard enough. If you arent finding great investment opportunities you arent looking hard enough"
X Link 2024-10-10T18:00Z [----] followers, [----] engagements

"@KyleAdamsStocks Congrats very good case"
X Link 2024-10-11T21:53Z [----] followers, [---] engagements

"@evfcfaddict Thats the equivalent of buying cheap European stocks"
X Link 2024-10-16T18:35Z [----] followers, [----] engagements

"This microcap represents a great opportunity for every one who is willing to look out for 2-3 years in the future. And. the downside is protected as the company has 60% of its market cap in cash. Link in Bio"
X Link 2024-10-20T16:02Z 10.7K followers, 16.3K engagements

"We got the rise of the internet smartphone social media and A.I but no matter what changes in the world this article remains as true as it was in [----]. http://csinvesting.org/wp-content/uploads/2014/10/The-Superinvestors-of-Graham-and-Doddsville-by-Warren-Buffett.pdf http://csinvesting.org/wp-content/uploads/2014/10/The-Superinvestors-of-Graham-and-Doddsville-by-Warren-Buffett.pdf"
X Link 2024-10-21T21:30Z [----] followers, [----] engagements

"It is actually insane how many tiny companies there are. I ran a broad screen on TIKR: Exchanges: OTC + TSXV below 60m Market cap below 120m S/O excluded some industries above 5m revenue: [---] results Same screen but ONLY companies between 1-5m in revenue: [---] results"
X Link 2024-10-25T15:51Z 10.7K followers, [----] engagements

"Merger approved. Spar will get taken private for $2.50"
X Link 2024-10-25T18:52Z 10.7K followers, [----] engagements

"@david_katunaric @MaaizKhan I disagree on this take"
X Link 2024-10-31T17:40Z 10.4K followers, [----] engagements

"10 Baggers come in all shapes and forms but (probably) all have one thing in common. EPS growth + multiple expansion. Here $E.TO - a service company for the O&G industry. And a [--] Bagger since November 2019"
X Link 2024-11-05T20:41Z [----] followers, [----] engagements

"$CPH.TO achieved the same but in a different way. No revenue growth. Share buybacks + The recent Acquisition. The end result however was the same EPS growth + multiple expansion"
X Link 2024-11-05T20:45Z [----] followers, [----] engagements

"@ragingbullcap Optically weak numbers until Q1 [----] could provide good buying opportunities"
X Link 2024-11-08T14:44Z [----] followers, [----] engagements

"Some business turnarounds are very obvious to spot (e.g. sell of one segment) others are more subtle. But improving small parts of an organization can also lead to big results. After all a lot of small businesses are poorly management so the hurdle to improve is not too high"
X Link 2024-11-08T17:02Z [----] followers, [----] engagements

"The biggest advantage of buying good companies run by good management teams is a psychological. It is just much more fun to be part of a winning team"
X Link 2024-11-11T17:23Z [----] followers, [----] engagements

"There are very few Microcaps that can grow sustainably without diluting shareholders so those that can will naturally attract other investors"
X Link 2024-11-15T15:15Z [----] followers, [----] engagements

"I took a look at the best performing companies ever profiled on @MicroCapClub - and there is a clear pattern that ALL of them followed:"
X Link 2024-11-15T17:43Z [----] followers, 67.6K engagements

"1/6 - The best performing company ever is $XPEL. Profiled in June [----] at $0.36. Share price now: around $45. Peak in [----] at $88 per share. How did $XPEL do that The main ingredient has been revenue growth. Especially from 2012-2018 revenues grew at an AVERAGE of 50% p.a. Shares outstanding barely increased. 25.7M S/O in [----] compared to 27.63M in [----]. One interesting "outlier": Operating margins do not increase until [----]. Despite a 50% revenue CAGR over that period. When it was profiled it had a P/E of [--] now the P/E is 25"
X Link 2024-11-15T17:43Z [----] followers, [----] engagements

"2/6 - The second-best performer was Willdan Group $WLDN. The company was profiled in August [----] at $1.21 current share price: $41. Peak share price: $48. We see different ingredients than XPEL but with a similar great end result. Especially in the first run from 2012-2019 revenues went from $93 million to $443 million. They went from [$---] million in EBIT in [----] to $13.88 million (peak) in [----]. The company also experienced great multiple expansion going from a P/E below [--] to over 40"
X Link 2024-11-15T17:43Z [----] followers, [----] engagements

"3/6 - The third is Napsco Security $NSSC. It was profiled in [----] at $2.15 and now trades at $36. It peaked at $54. Compared to the other two they had the lowest revenue growth. From [----] to [----] revenue never grew more than 12% p.a. - but gross margin grew from 28% to 42% in that period (now 50%+) leading to impressive EBIT growth from $2.91 to $13.19 million in that period. EBIT is now $55 million When the company was profiled at a P/E of [--] it is now at 25+"
X Link 2024-11-15T17:43Z [----] followers, [----] engagements

"4/6 - So in conclusion EPS growth is what matters and drives multiple expansion. It can be achieved by revenue growth (XPEL) or by margin expansion (NSSC). Usually both will play a role but one seems to be the dominant factor. I have a bonus company that checks all these boxes"
X Link 2024-11-15T17:43Z [----] followers, [----] engagements

"5/6 - Immense revenue growth and margins seem to be expanding as well. This company is probably a 10-bagger right"
X Link 2024-11-15T17:43Z [----] followers, [----] engagements

"@GEeckhout It was a Covid beneficiary. But that does not explain the insolvency. The signal to get out was probably when the CEO built a karting track on the roof of their newly built HQ"
X Link 2024-11-15T20:43Z [----] followers, [----] engagements

"We talked about a lot of stocks today. One of them was $MOJO which @majgeoinvesting pitched. The full video is available on my Blog (for free). Link in Bio"
X Link 2024-11-21T21:40Z [----] followers, [----] engagements

"@updating_priors I think thats one the biggest misconceptions. Great returns come from turning over a lot of rocks a lot of initial research and a lot of maintenance research. There is no such thing as doing nothing"
X Link 2024-11-25T20:32Z [----] followers, [---] engagements

"@AAGresearch Love that Spanglish from interactive brokers"
X Link 2024-11-27T20:52Z [----] followers, [---] engagements

"I see a lot of $ZOMD.V on my timeline. I have no strong opinion on the business itself and I am neither long nor short. But how can you trust management"
X Link 2024-11-29T16:38Z [----] followers, 15K engagements

"#1🚩 They have a pop-up on their website for their recent earnings"
X Link 2024-11-29T16:38Z [----] followers, [----] engagements

"#2 🚩 They talk in their press release about how their stock is undervalued"
X Link 2024-11-29T16:38Z [----] followers, [----] engagements

"#3 🚩They hold a "fake" earnings call where they cherry-pick questions in advance. No comments on the impact of one-time items mentioned in the press release from the EURO"
X Link 2024-11-29T16:38Z [----] followers, [----] engagements

"I have no horse in the race and wish all the longs the best but this setup reminds me of $ALAR"
X Link 2024-11-29T16:38Z [----] followers, [----] engagements

"@Christian_NuW Whats the pitch"
X Link 2024-12-03T17:12Z [----] followers, [--] engagements

"A while ago I wrote about insider ownership and why it does NOT matter as much as investor think it does. https://treasure-hunting.co/p/the-sweet-illusion-of-insider-ownership https://treasure-hunting.co/p/the-sweet-illusion-of-insider-ownership"
X Link 2024-12-06T18:51Z [----] followers, [----] engagements

"In this current bull market we should remind ourselves that most business will only strive for a handful of quarters. That does not mean we cant make money in buying and selling those stocks but we should be aware of the potential downfall. I wrote something about this"
X Link 2024-12-08T15:15Z [----] followers, [----] engagements

"@HideyoOosawa You shouldnt have any issues buying [---] shares. I would encourage to use a limit order"
X Link 2024-12-09T03:45Z [----] followers, [--] engagements

"@JustValue48 @FocusedCompound Much better than with the previous management but not that attractive from an IRR perspective imo"
X Link 2024-12-10T18:05Z [----] followers, [---] engagements

"@ragingbullcap @TrentBlair19 I agree with you who ever buys $CPH.TO should ascribe 0$ value to MOB-15. If you they still launch it great"
X Link 2024-12-10T21:41Z [----] followers, [----] engagements

"In a presentation @iancassel said that there are [--] key traits an investor needs to master. - Identifying - Valuation - Buying - Holding - Selling - Survival When I started out as a microcap investor 99% of my time was spent identifying valuing and eventually buying stocks. This is naturally the focus of an investor in the first few years because you start with zero stocks in your portfolio and the first stocks you pick most likely won't be big winners you won't be able to practice the other three skills on them and you will have high portfolio turnover. Now after I have my first winners I"
X Link 2024-12-11T15:25Z [----] followers, 13.7K engagements

"I remember hearing Munger at Omaha [----] say something to the effect of: "I'm surprised how many people think they can be successful in a career they don't like." Do whatever you can to find that career job mission business problem thing where your eyes light up - even when it's hard even when it's difficult while everyone else's eyes glaze over. Where you can speed up when others slow down and can separate yourself and be the best. Do whatever you can to find that career job mission business problem thing where your eyes light up - even when it's hard even when it's difficult while everyone"
X Link 2024-12-14T14:57Z [----] followers, [----] engagements

"@hidden_returns @finance_schmidt Service Provider fr Offshore oil mini basket wre super gelaufen 2024"
X Link 2024-12-18T18:31Z [----] followers, [---] engagements

"Honored to be a speaker beside these great investors. Mark your calendars. Merry Christmas to everyone 1/3 Save the date Woodstock of small- and microcap investing V presented by @MicroCapClub February [--] 2:15 PM ET / 20:15 CET Co-hosted by microcap legend and founder of MicroCapClub @iancassel Speakers: - fund manager part of top25 microcap investors list mcc member 1/3 Save the date Woodstock of small- and microcap investing V presented by @MicroCapClub February [--] 2:15 PM ET / 20:15 CET Co-hosted by microcap legend and founder of MicroCapClub @iancassel Speakers: - fund manager part of"
X Link 2024-12-24T18:57Z [----] followers, [----] engagements

"@nevergr33dy Well done"
X Link 2024-12-31T09:54Z 10.7K followers, [---] engagements

"@RTelford_invest @iancassel How do you like the book @RTelford_invest"
X Link 2025-01-03T22:48Z [----] followers, [---] engagements

"@AAGresearch Long Mexico"
X Link 2025-01-05T16:44Z [----] followers, [---] engagements

"Name me one Microcap that can grow profitable by 50% without dilution here is one. Link in Bio"
X Link 2025-01-07T12:35Z 10.4K followers, 47.1K engagements

"@nevergr33dy Any favorites"
X Link 2025-02-07T07:56Z [----] followers, [---] engagements

"@joshlacey33 It depends on the upside. If you assume 100% and the stock doesnt move for two years and in the third year it doubles than yes (25%IRR). But if the upside is significantly less or the stock goes down before it goes up it will most likely not result in a great IRR"
X Link 2025-02-10T17:52Z [----] followers, [---] engagements

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