Dark | Light
# ![@majgeoinvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3298350420.png) @majgeoinvesting Maj Soueidan

Maj Soueidan posts on X about stocks, in the, market, money the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3298350420/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3298350420/c:line/m:interactions.svg)

- [--] Week [------] +298%
- [--] Month [------] +129%
- [--] Months [-------] +10%
- [--] Year [-------] +12%

### Mentions: [--] [#](/creator/twitter::3298350420/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3298350420/c:line/m:posts_active.svg)

- [--] Week [--] -35%
- [--] Month [--] -7.70%
- [--] Months [---] +27%
- [--] Year [---] +65%

### Followers: [------] [#](/creator/twitter::3298350420/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3298350420/c:line/m:followers.svg)

- [--] Week [------] +0.65%
- [--] Month [------] +0.81%
- [--] Months [------] +3.90%
- [--] Year [------] +13%

### CreatorRank: [-------] [#](/creator/twitter::3298350420/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3298350420/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  67.89% [cryptocurrencies](/list/cryptocurrencies)  6.42% [stocks](/list/stocks)  6.42% [countries](/list/countries)  2.75% [technology brands](/list/technology-brands)  1.83% [products](/list/products)  0.92% [social networks](/list/social-networks)  0.92% [exchanges](/list/exchanges)  0.92%

**Social topic influence**
[stocks](/topic/stocks) 24.77%, [in the](/topic/in-the) 18.35%, [market](/topic/market) 13.76%, [money](/topic/money) 10.09%, [ceo](/topic/ceo) 7.34%, [data](/topic/data) 7.34%, [business](/topic/business) 5.5%, [cos](/topic/cos) 5.5%, [$tgen](/topic/$tgen) 4.59%, [list](/topic/list) 4.59%

**Top accounts mentioned or mentioned by**
[@geoinvesting](/creator/undefined) [@msmicrocaps](/creator/undefined) [@quantkurtis](/creator/undefined) [@gfihimmelreich](/creator/undefined) [@deepsailcapital](/creator/undefined) [@mike10947310](/creator/undefined) [@microcaphound](/creator/undefined) [@jansvenda](/creator/undefined) [@jposhaughnessy](/creator/undefined) [@william_r2rclub](/creator/undefined) [@quantmorales](/creator/undefined) [@yuvaltaylor](/creator/undefined) [@p123finance](/creator/undefined) [@sebkrog](/creator/undefined) [@elg](/creator/undefined) [@beardookies](/creator/undefined) [@yaritart](/creator/undefined) [@altafoxcapital](/creator/undefined) [@infoarbmonitor](/creator/undefined) [@aurelionrsch](/creator/undefined)

**Top assets mentioned**
[Data Lake (LAKE)](/topic/$lake) [RaveDAO (RAVE)](/topic/$rave) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [AdvanSix Inc. (ASIX)](/topic/$asix) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$KLNG is a beautiful buy the dip set-up. It appears there was literally nobody on the earnings call at least not one single question. If you sold on the headline number or slight mis-execution theres a good chance youll regret it a year from now. @InfoArbMonitor $KLNG got dinged last week. It reported nice Q3 sales growth but also a GAAP loss and slight adjusted profit vs. 4c last year. However its all about the future. The earnings call addressed operating leverage increased bidding activity & profitability. https://t.co/BqAT6I11yK https://t.co/0Amcmt2lq5 $KLNG got dinged last week. It"  
[X Link](https://x.com/majgeoinvesting/status/1989687210291896632)  2025-11-15T13:29Z 17.7K followers, 15.9K engagements


"Keeping the Quant Research Skull Session series going tomorrow Im posting a throwback convo from @GeoInvesting with @Quant_Kurtis & @GfI_Himmelreich at Next: @Quant_Morales Investor Insight Skull Sessions also live in the GeoInvesting research archive https://www.skullsessions.video I just posted my recent convo with Quant investor @yuvaltaylor on Skull Sessions- a new substack our team started. Yuval's journey is inspirational ๐Ÿ‘‰author to 40% [--] yr CAGR to fund manager. Thanks to @Quant_Kurtis for setting this up. @P123Finance https://t.co/1ZyoeezBSO https://t.co/EWiWxoVl3v"  
[X Link](https://x.com/majgeoinvesting/status/2020849646847857046)  2026-02-09T13:17Z 17.7K followers, [----] engagements


"My conversation with Kurtis Hemmerling and Andreas Himmelreich is published. This clip discusses the challenges and opportunities related to investing in illiquid microcaps using quant strategies. @Quant_Kurtis @GfI_Himmelreich Full Interview๐Ÿ‘‰ https://www.skullsessions.video/p/skull-session-05-learning-from-two Keeping the Quant Research Skull Session series going tomorrow Im posting a throwback convo from @GeoInvesting with @Quant_Kurtis & @GfI_Himmelreich at https://t.co/b8afzxQ3nz Next: @Quant_Morales Investor Insight Skull Sessions also live in the GeoInvesting research archive"  
[X Link](https://x.com/majgeoinvesting/status/2021707430971715999)  2026-02-11T22:06Z 17.7K followers, [----] engagements


"Microcaps give you multibagger chances but holding them is hard. $CRAWA is a perfect example. The peak return is the return during the stocks tenure in the model portfolio. We closed out $CRAWA from the model portfolio at $41. Its now $75. (The other stocks are still open). Heres ALL the stocks in our focus high conviction model portfolio. No cherry picking. Shows us [--] things: [--]. Microcaps do give you MultiBagger chances. [--]. Referencing current vs. peak returns shows why investing is hard. $PSIX $TGEN $ACFN $CRAWA $RMB.V $KLNG $PXHI $CPH.TO https://t.co/1j2o8bb06g Heres ALL the stocks in our"  
[X Link](https://x.com/majgeoinvesting/status/1972238133329805498)  2025-09-28T09:53Z 17.6K followers, [----] engagements


"Heres [--] stocks on todays new low list. Any opinion on which ones have the best chance of moving back up $RCEL wound care medical device $LAKE personal protection equipment $SGRP brand merchandising solutions $AATC intersection traffic control equipment/software monitoring"  
[X Link](https://x.com/majgeoinvesting/status/2001081012747440380)  2025-12-17T00:04Z 17.7K followers, [----] engagements


"I thought boring $SGRP looked pretty interesting because of its cash balance but that cash balance is falling quickly. Also a low multiple biz. $RCEL Could be a monster if new CEO can get the new portfolio of devices scaling and funding partner remains friendly. Best in class product. Business failure/insolvency seems like a real risk. Reimbursement issues seem to be behind them but marketing strategy is tricky. Dilution is a risk. https://twitter.com/i/web/status/2001304658149523578 https://twitter.com/i/web/status/2001304658149523578"  
[X Link](https://x.com/majgeoinvesting/status/2001304658149523578)  2025-12-17T14:53Z 17.6K followers, [----] engagements


"If youre in the market for a yacht it looks $WLFC could be entertaining offers. ๐ŸŽ‰"  
[X Link](https://x.com/majgeoinvesting/status/2012126122398601488)  2026-01-16T11:33Z 17.6K followers, [----] engagements


"I just posted my recent convo with Quant investor @yuvaltaylor on Skull Sessions- a new substack our team started. Yuval's journey is inspirational ๐Ÿ‘‰author to 40% [--] yr CAGR to fund manager. Thanks to @Quant_Kurtis for setting this up. @P123Finance https://www.skullsessions.video/p/betting-on-the-underdogs-a-conversation https://www.skullsessions.video/p/betting-on-the-underdogs-a-conversation"  
[X Link](https://x.com/majgeoinvesting/status/2015805507538169912)  2026-01-26T15:14Z 17.7K followers, [----] engagements


"If all goes according to plan $FSI should inflect in the first quarter. The wildcard is if the significant contract win from [----] thats supposed to dramatically fuel growth in its a new food division will be offset by uncertainty in the legacy business. However theyve recently done some things to try to mitigate the historical lumpiness and weaker margins in the legacy business. Id like to make it an uncomfortably large position if I can get comfortable that this will occur. https://twitter.com/i/web/status/2017012815605952805 https://twitter.com/i/web/status/2017012815605952805"  
[X Link](https://x.com/majgeoinvesting/status/2017012815605952805)  2026-01-29T23:11Z 17.6K followers, [----] engagements


"@SebKrog I unfortunately dont own $LYTS but wish I did. Will likely be a long-term compounder more than its already accomplished. Analyst estimates are too low. And its pretty certain theyll make an acquisition in [--] which should be accretive to EPS. Hoping for a pullback"  
[X Link](https://x.com/majgeoinvesting/status/2017626620048048169)  2026-01-31T15:50Z 17.6K followers, [---] engagements


"No opinion on $MATW but I cant understand why some companies report asset sale gains as operating income rather than other income when the sale is clearly not part of the normal course of business. To be fair they include a non-GAAP table. but still. https://app.microcapresearch.com/news-feed/765403news=MATTHEWS-INTERNATIONAL-REPORTS-RESULTS-FOR-FISCAL-2026-FIRST-QUARTER https://app.microcapresearch.com/news-feed/765403news=MATTHEWS-INTERNATIONAL-REPORTS-RESULTS-FOR-FISCAL-2026-FIRST-QUARTER"  
[X Link](https://x.com/majgeoinvesting/status/2018852612611743917)  2026-02-04T01:02Z 17.6K followers, [----] engagements


"OMG at least on the surface there are a good deal of companies in the software realm getting crushed that probably dont deserve to be crushed because of AI software advancements. As a matter of fact in some cases the bull case may be strengthened. Of course not sure how that plays out a few years from now (or days ๐Ÿ˜‚). But from a cursory glance and a lens of not being a software expert it does appear that once you understand some generalities about the space you can paint a picture that some companies will not be negatively affected at all. Furthermore in those cases where there could be a"  
[X Link](https://x.com/majgeoinvesting/status/2019395840075284976)  2026-02-05T13:01Z 17.6K followers, [----] engagements


"Top [--] words/phrases mentioned in press releases and earnings calls from companies losing money or with a history of failed execution trying to spin a wait for it narrative by talking in riddles and smoke & mirrors. Laser focused Pivot Disruption Strategic shift"  
[X Link](https://x.com/majgeoinvesting/status/2019785562916286872)  2026-02-06T14:49Z 17.7K followers, [----] engagements


"Itll be interesting to see if certain industrial infrastructure and pick-and-shovel companies that solve AI growth and efficiency bottlenecks begin to trade at sustainably higher valuations closer to tech multiples than traditional cyclicals. At least for a period of time"  
[X Link](https://x.com/majgeoinvesting/status/2020684775699177890)  2026-02-09T02:22Z 17.7K followers, [----] engagements


"@SebKrog Fun fact I bet you didnt know that @StockJabber (short activism research) is actually bullish on $RAVE. Heres a nice presentation from the CEO talking about how he helped orchestrate a turnaround at $DPZ https://youtu.be/rWfg_6ObnDwsi=pVb00QB_bVoIIgW2 https://youtu.be/rWfg_6ObnDwsi=pVb00QB_bVoIIgW2"  
[X Link](https://x.com/majgeoinvesting/status/2020859671939010622)  2026-02-09T13:57Z 17.7K followers, [----] engagements


"Im looking for a few good stocks to write about. Would love to hear your ideas. Please make sure they meet these basic criteria: Profitable or will be within [--] months Under 50M shares outstanding Value growth or turnaroundopen to all Reasonable valuation"  
[X Link](https://x.com/majgeoinvesting/status/1990061098867794059)  2025-11-16T14:15Z 17.7K followers, 11.3K engagements


"@beardookies Thanks for the idea. $ASIX management seems to think [----] might return to growth: We anticipate tailwinds in [----] from 45Q carbon capture tax credits. We are committed to delivering long-term value to our shareholders. Estimates confirm๐Ÿ‘‡ https://app.microcapresearch.com/news-feed/733699news=AdvanSix-Announces-Third-Quarter-2025-Financial-Results https://app.microcapresearch.com/news-feed/733699news=AdvanSix-Announces-Third-Quarter-2025-Financial-Results"  
[X Link](https://x.com/majgeoinvesting/status/1994579123487084728)  2025-11-29T01:28Z 17.7K followers, [---] engagements


"@Quant_Kurtis @GfI_Himmelreich Anytime Kurtis. Thanks for coming on and for introducing us to Andreas"  
[X Link](https://x.com/majgeoinvesting/status/2021724489038655540)  2026-02-11T23:14Z 17.7K followers, [--] engagements


"Any stock on this new low list look interesting $GLGI $TAPM $SGRP $CCEL $MHGU $IVFH $CPHC"  
[X Link](https://x.com/majgeoinvesting/status/1997783411604193548)  2025-12-07T21:40Z 17.7K followers, [----] engagements


"My biggest issue with $TZOO is corporate governance related to a shady deal (maybe 2023/24) where the Co. bought the CEOs losing pet metaverse pet project to basically cash out. If I recall the biz was not really even metaverse. Seemed to have been some failed on-line shopping site. The CEO was paid in $TZOO shares which he quickly dumped. The Co. justified the transaction by saying it could utilize pet project NOLs. But it looks like auditors may have advised Co. to issue an amended 8k to soften the language about the ability to use the NOLs. So I guess that could impact valuation if theyre"  
[X Link](https://x.com/majgeoinvesting/status/2016184240938090974)  2026-01-27T16:19Z 17.7K followers, [----] engagements


"Not sure if others are having similar iPhone issues since the latest software update but this is the first time Ive been genuinely dissatisfied since switching to an iPhone in [----]. Its costing me a ton of productivity. Peter Lynch would be like passing on $AAPL ๐Ÿ˜… @elg"  
[X Link](https://x.com/majgeoinvesting/status/2021227810988122419)  2026-02-10T14:20Z 17.7K followers, [----] engagements


"3rd week without water in San Juan Puerto Rico. No tangible communication on resolution from @AcueductosPR - Customer support avenues work sporadically. Reminds me of waiting for a Co. to withdraw a shelf filed [--] yrs. ago with an intent to be used for imminent acquisitions"  
[X Link](https://x.com/majgeoinvesting/status/2022047709574857014)  2026-02-12T20:38Z 17.7K followers, [---] engagements


"Stay tuned. Im launching a new product soon. Itll be meaningless for some and game changing for others depending on what type of research you like to do when youre turning over rocks. In cooperation with @GeoInvesting @MSmicrocaps @MicroCapHound @JanSvenda @yar_it_art"  
[X Link](https://x.com/majgeoinvesting/status/1871627405972148378)  2024-12-24T18:42Z 17.6K followers, 20.1K engagements


"$TIKK should change symbol to TIKTOCK for overpromising & underdelivering for a decade+. It's in a good industry (radar/air traffic control/aircraft medication compliance). But zero execution. I think $BUKS has a similar focus in their aerospace division (stock has done well)"  
[X Link](https://x.com/majgeoinvesting/status/1928160030060171367)  2025-05-29T18:42Z 17.7K followers, [----] engagements


"@ResearRagnarok $MKTW - Capital allocation strategy makes this very interesting"  
[X Link](https://x.com/majgeoinvesting/status/1948387305875538152)  2025-07-24T14:18Z 17.6K followers, [---] engagements


"$CSPI actually you know what might actually help increase awareness with investors If you fucking call them back after like [--] times especially when informed that theres a business development opportunity that could materially help your company. disclosure no position"  
[X Link](https://x.com/majgeoinvesting/status/1955976261278318975)  2025-08-14T12:54Z 17.6K followers, [----] engagements


"If I was a shareholder who bought $CRAWA after their Q3 earnings Id be fuming at todays proposed take under by $SPXC. You tell me $CRAWA Mgmt. didnt have an offer on the table or serious discussions when they reported break-out earnings [--] days ago https://app.microcapresearch.com/news-feed/730736news=Crawford-United-Corporation-Announces-Third-Quarter-2025-Results https://app.microcapresearch.com/news-feed/730736news=Crawford-United-Corporation-Announces-Third-Quarter-2025-Results"  
[X Link](https://x.com/majgeoinvesting/status/1998163862793900230)  2025-12-08T22:52Z 17.6K followers, [----] engagements


"CEO of $ASYS gives a glimpse of how the Co. could play in the data center space. Ive spoken to him a few times. Hes sharp and since taking over has done an amazing job of generating cash paying off all debt and reducing impacts of cyclicality inherent in parts of the biz"  
[X Link](https://x.com/majgeoinvesting/status/1999657697772507525)  2025-12-13T01:48Z 17.7K followers, [----] engagements


"Pressure is increasingly mounting on AI data centers to help fund the infrastructure expansion needed to accommodate the power demands they place on the system. This means theyre going to pursue a variety of mechanisms to become more power-efficient. $TGEN - Peak power solution $RFIL - Smart Fan Any other potential beneficiaries https://twitter.com/i/web/status/2014183784082821367 https://twitter.com/i/web/status/2014183784082821367"  
[X Link](https://x.com/majgeoinvesting/status/2014183784082821367)  2026-01-22T03:50Z 17.6K followers, [----] engagements


"@Mike10947310 Two come to mind: $ACFN - More backup generators = increased need for their remote monitoring solutions. Base biz is already good. $MLR - Manufacturer of towing equipment & vehicles. Maybe this accelerates their recovery due to weak industry conditions. Dont love the industry"  
[X Link](https://x.com/majgeoinvesting/status/2015755583647855036)  2026-01-26T11:55Z 17.6K followers, [----] engagements


"Crypto investors waiting impatiently for Donald Trumps next crypto tweet to save them vs. value investors watching paint dry"  
[X Link](https://x.com/majgeoinvesting/status/2017990263403069768)  2026-02-01T15:55Z 17.6K followers, [----] engagements


"#microcap $FSCR impressive financial run (caveat is high leverage D/E: 4.4).Taxed TTM P/E stripping out gains: 4.2"  
[X Link](https://x.com/majgeoinvesting/status/735900596306350080)  2016-05-26T18:29Z 17.6K followers, [--] engagements


"As a full-time investor for [--] yrs I composed a top [--] "things to do list" for those considering a similar path. http://geoinvesting.com/want-full-time-investor-follow-ten-tips/ http://geoinvesting.com/want-full-time-investor-follow-ten-tips/"  
[X Link](https://x.com/anyuser/status/744987772692365313)  2016-06-20T20:18Z 17.6K followers, [---] engagements


"Looking for multibaggers Concise look at [--] moats that help companies gain competitive advantages. @GTraganidas http://www.thepracticalway.com/2015/10/16/business-moats/ http://www.thepracticalway.com/2015/10/16/business-moats/"  
[X Link](https://x.com/majgeoinvesting/status/779498960453009409)  2016-09-24T01:53Z 17.6K followers, [--] engagements


"Be careful not to instantly dismiss #stocks that are losing money if Co is shifting to or operates a recurring rev model. You can often buy them at very low price or EV to sales multiples.The P/E crowd will eventually join you once the biz scales to reach profit inflection points"  
[X Link](https://x.com/anyuser/status/1023583135487942656)  2018-07-29T14:56Z 17.7K followers, [--] engagements


"3 books to consider if you're aspiring to become a full-time or serious part-time investor: -One Up On Wall Street Peter Lynch -Good To Great Jim Collins -Zero To One Peter Thiel You will build a strong foundation to simplify the research process to identify great mgmt & cos"  
[X Link](https://x.com/anyuser/status/1040322327035236354)  2018-09-13T19:32Z 17.7K followers, [--] engagements


"Investors who claim they cant find undervalued stocks in the midst of lengthy bull markets simply arent looking hard enough. In my opinion significant opportunities always exist in the inefficient and often ignored microcap universe. ๐Ÿ‘€๐Ÿค‘"  
[X Link](https://x.com/anyuser/status/1043973427105812481)  2018-09-23T21:20Z 17.7K followers, [--] engagements


"It's ridiculous that Merrill Lynch is prohibiting transactions in stocks under $5. Price is irrelevant & this rule will do nothing to stop frauds who keep the reverse split carousel moving. Meanwhile quality microcaps under $5 will just keep getting cheaper. Thanks Wall Street"  
[X Link](https://x.com/anyuser/status/1046820276825145345)  2018-10-01T17:52Z 17.7K followers, [--] engagements


"The next time a woman I'm dating tells me I have a commitment problem I'm going to show her some of the #stocks in my portfolio that I've been hopelessly waiting on for years. ๐Ÿ˜ #truelove"  
[X Link](https://x.com/anyuser/status/1052215066542657536)  2018-10-16T15:09Z 17.7K followers, [---] engagements


"The Peter Thiel way: "Dominate a small niche and scale up from there" A big misperception is to achieve a multi-bagger you need to invest in a microcap that is addressing a big market. In reality you just need to find one that over several years can consistently grow revenues and earnings while not diluting you. A big misperception is to achieve a multi-bagger you need to invest in a microcap that is addressing a big market. In reality you just need to find one that over several years can consistently grow revenues and earnings while not diluting you"  
[X Link](https://x.com/anyuser/status/1119736801768480769)  2019-04-20T22:57Z 17.7K followers, [--] engagements


"To make room for a more timely stock I just finished dumping one of my bigger portfolio holdings that underperformed for [--] yrs. Regardless of the outcome of selling this dog it's liberating to move on. This is one of the toughest decisions you'll be faced with when investing"  
[X Link](https://x.com/anyuser/status/1138471636750000128)  2019-06-11T15:42Z 17.7K followers, [---] engagements


"My strategy isn't very complex. Buy shares of unpopular cos when they look like road kill and sell them when they've been polished up a bit. Mgmt of my portfolio is as important to me as stock picking. If I can do both well I know I'll be successful. Michael Burry (Big Short)"  
[X Link](https://x.com/anyuser/status/1172568390894010368)  2019-09-13T17:51Z 17.7K followers, [--] engagements


"Why @jposhaughnessy likes #microcap stocks speaking at the @MicroCapClub Leadership Summit this morning. "Other investors don't have opinions on them." "Half of my microcap portfolio has no analyst coverage" "No competition" "Scarcity is a wonderful thing" #opportunity"  
[X Link](https://x.com/anyuser/status/1177223922003169280)  2019-09-26T14:10Z 17.7K followers, [--] engagements


"It's a shame that microcap investors are often labeled as 2nd class with subpar skills who primarily invest in low-quality stocks. There are plenty with superior research processes that are 1st class. Here's [--] of them: @LoneStockTrader @SGEggert @AltaFoxCapital @iancassel"  
[X Link](https://x.com/anyuser/status/1199439182713589760)  2019-11-26T21:26Z 17.7K followers, [--] engagements


"Congrats to those microcap investors hanging on to illiquid tier one companies that have been getting no love since [----]. Mr. market can't chase pump & dumps and bloated big caps forever. Has been an Incredible [--] week run. Let's cross our fingers. Have a great weekend ๐Ÿคž"  
[X Link](https://x.com/anyuser/status/1203077253552316417)  2019-12-06T22:22Z 17.7K followers, [--] engagements


"The half glass full Coronavirus viewpoint: -Countries will improve one by one -Fed & govt stim -We realize that life goes on -Vaccine research progresses -Access to test kits -High profile people recover -Understanding the stats -Michael Burry is long small-caps & stock picking"  
[X Link](https://x.com/anyuser/status/1238577700840837125)  2020-03-13T21:28Z 17.7K followers, [--] engagements


"It's painful as hell watching your portfolio get decimated by 20% 30% or more when the stock market is crashing but the following $BAC study has never rung more true than in today's fast paced markets: Looking at data going back to [----] Bank of America found that if ๐Ÿ‘‡"  
[X Link](https://x.com/anyuser/status/1238924084664307712)  2020-03-14T20:24Z 17.7K followers, [--] engagements


"Classic conversation that took place at a coffee shop I'm camping out at today: Guy 1: Did you buy that stock I told you about Guy 2: Which one Guy 1: $GNUS $NFLX for kids. Up over 100% & I'll keep buying. Guy 2: What's the Valcuation (not a typo) Guy 1: Not sure. Who cares"  
[X Link](https://x.com/anyuser/status/1267904945933688833)  2020-06-02T19:44Z 17.7K followers, [--] engagements


"The best way to start getting into investing is to just start investing. At some point you need to kick off your training wheels and gain experience through success and failure. Don't just be a paper champion. ๐Ÿ˜ฌ"  
[X Link](https://x.com/anyuser/status/1273031514419232769)  2020-06-16T23:15Z 17.7K followers, [---] engagements


"If you're a day/swing trader there's nothing wrong with sprinkling long-term bets around a short-term core. Same is true if you're a longer-term investor. Take some short-term at bats if the right opportunity arises. There's no [--] way to make money in the stock market. #balance"  
[X Link](https://x.com/anyuser/status/1282326124043919362)  2020-07-12T14:49Z 17.7K followers, [--] engagements


"Want to beat the market With some research you can build a high conviction small/microcap portfolio. Stop giving all your money to bloated funds that refuse to invest in smaller stocks because it gets in the way of growing assets & collecting fees by being average at best.๐Ÿคฎ"  
[X Link](https://x.com/anyuser/status/1284222584415031298)  2020-07-17T20:24Z 17.7K followers, [--] engagements


"If you can't handle up to 50% pullbacks in your stocks then look somewhere other than #microcaps. There's a price to pay for the potential out-sized returns. Actually you should ask yourself this question when investing at ANY marketcap - what's YOUR risk tolerance #TruthHurts"  
[X Link](https://x.com/anyuser/status/1291058462345121792)  2020-08-05T17:08Z 17.7K followers, [--] engagements


"It's amazing how my heart flutters when I see a form [--] filing in a stock I own showing that management and/or directors are buying shares in the open market. Helps explain why I'm [--] and still single. I have a serious problem. Have a great holiday weekend"  
[X Link](https://x.com/anyuser/status/1301988566881439744)  2020-09-04T21:00Z 17.7K followers, [--] engagements


"Just because I don't know what's under the hood of a [----] Mustang doesn't mean I can't drive one. Of course I can. Same goes with investing. You might not become an "expert" investor but you're free to invest & to strive to be better at it than you are today. F*** the experts"  
[X Link](https://x.com/anyuser/status/1307072101019463683)  2020-09-18T21:40Z 17.7K followers, [--] engagements


"There is no "one" right way to invest in the stock market. However investors who have stood the test of time seem to have one thing in common. They win the battle against emotions that tempt us into making suboptimal investment decisions based on greed and fear"  
[X Link](https://x.com/anyuser/status/1315035224468840450)  2020-10-10T21:03Z 17.7K followers, [---] engagements


"Multi-baggers don't have to start out as high revenue growth scenarios. Don't underestimate the power of investing in the very early stages of improving multi-year gross and operating margin cycles. And then when higher revenue growth arrives it just gets better"  
[X Link](https://x.com/anyuser/status/1341741513936691200)  2020-12-23T13:44Z 17.7K followers, [--] engagements


"Peter Lynch on Why Microcaps: "Another way that a lot of fund managers hemmed themselves in was worrying about liquidity. They avoided all the wonderful small companies a good collection of these could do wonders even for a big portfolio because the stocks were thinly traded""  
[X Link](https://x.com/anyuser/status/1390264563640188932)  2021-05-06T11:17Z 17.7K followers, [--] engagements


"Once in a while when using automated screeners to look for stock ideas take the less obvious path & screen for companies that look bad on paper. Then identify candidates that are on the brink of a turnaround. Also use this approach when scanning press releases. #AvoidTheCrowd"  
[X Link](https://x.com/anyuser/status/1396229365843861504)  2021-05-22T22:19Z 17.7K followers, [--] engagements


"Druckenmiller on $DOGE love it: "Manifestation of the craziest monetary policy in history. Its just this wave of money in the Greater Fool Theory. Having said that I wouldnt short it because I dont like putting campfires out with my face. So I pretend DOGE doesnt exist.""  
[X Link](https://x.com/anyuser/status/1399012587010936832)  2021-05-30T14:39Z 17.7K followers, [----] engagements


"4 traits that are absolutely necessary to become a great investor: Develop high conviction - @AltaFoxCapital @Romanyuk_E Control emotions - @jposhaughnessy @LCTempleton @AndrewWLo Tune out the noise - @morganhousel Sit & wait - @marketplunger1 @stockspinoffss @PaulAndreola"  
[X Link](https://x.com/anyuser/status/1411341547635884039)  2021-07-03T15:10Z 17.7K followers, [---] engagements


"It's a special feeling when only two people are buying a left for dead OTC stock you love that has multi-bagger written all over it: yourself and the CEO. It's even more special when the CEO offers to buy your shares.๐Ÿ˜‚๐Ÿ˜‚๐Ÿ˜‚ I can't wait to see how this plays out.๐Ÿคž"  
[X Link](https://x.com/anyuser/status/1416409805904875521)  2021-07-17T14:49Z 17.7K followers, [--] engagements


"Looking back at microcaps I've bought over the last [--] yrs & even at my current portfolio there's no doubt that microcap OTC is where you get the best returns that shatter the indexes. But this is no secret. @jposhaughnessy wrote about it & still holds true today maybe more so"  
[X Link](https://x.com/anyuser/status/1419004289863802880)  2021-07-24T18:39Z 17.7K followers, [---] engagements


"Had a chat with a smart investor who scoffed at my heavy use of #InfoArb saying it was beneath him because it's too juvenile. Okay๐Ÿคทโ™‚ $IAIC +548% $RVP +784% $SMLR +876% $PCHM +1188% No need for an abacus to make money in the stock market. Just need to leave your ego at home"  
[X Link](https://x.com/anyuser/status/1433900224674729990)  2021-09-03T21:10Z 17.7K followers, [--] engagements


"Was recently asked how I size my bets when initiating a new portfolio position. For what it's worth if it's a high conviction idea I'm not a fan of "scaling" in. I like to bet big fast & add to the position as the story unfolds. Also have no regrets paying up for a stock"  
[X Link](https://x.com/anyuser/status/1436785921475719170)  2021-09-11T20:17Z 17.7K followers, [---] engagements


"The 2nd you stop basing investing decisions primarily on a quarterly earnings report (good or bad) of a company & start really understanding its biz model as it relates to long term vision is the moment you've multibagged your chances of achieving excellence as an investor"  
[X Link](https://x.com/anyuser/status/1454441237617029124)  2021-10-30T13:33Z 17.7K followers, [--] engagements


"Crazy amount of insider buying especially in the smaller cap arena is being totally dismissed by investors. Been years since Ive observed this type of disconnect. Time to start making that wish list"  
[X Link](https://x.com/anyuser/status/1471620264471498752)  2021-12-16T23:16Z 17.7K followers, [---] engagements


"The discipline Ive had to apply through the years to become a more concentrated investor has been a real struggle. I just love investing and there are so many great companies that I could develop a high conviction in. Any of you feel the same"  
[X Link](https://x.com/anyuser/status/1480672381865709571)  2022-01-10T22:46Z 17.7K followers, [--] engagements


"Proof that not all microcaps are microCraps ๐Ÿ‘‰ $PXHI: *$100M in rev *Profitable *Cash flow positive *Rapid growth *No Debt *Innovator *Industry leading SaaS platform *Survived severe operating challenges *Bought back 14% of stock Yet valuation is laughable: P/E [---] EV/S 0.27"  
[X Link](https://x.com/anyuser/status/1511727189217222658)  2022-04-06T15:27Z 17.7K followers, [---] engagements


"The microcap investing edge: *Little analyst coverage *Institutions cant / wont invest *Rarely see CEOs as guests on CNBC *Get access to management *Its more fun *Information Arbitrage *Data supported alpha over larger-caps *Great networking *Its where multi-baggers are born"  
[X Link](https://x.com/anyuser/status/1516365289457434627)  2022-04-19T10:37Z 17.7K followers, [---] engagements


"Very frustrating talking with microcap CEOs who still talk about valuing their businesses on rev growth & price to sales multiples at the expense of being profitable. In every one of those convos they think they are the exception. Good luck raising money to fund your cash burn"  
[X Link](https://x.com/anyuser/status/1523744506302312448)  2022-05-09T19:19Z 17.7K followers, [---] engagements


"#Goosebumps when you find a stock like $KTEL: *No Wall Street Coverage *Rev to at least 3x *Our forward [----] P/S & P/E est = [--] & [---] *Guaranteed rev stream *100% recurring rev *Can grow w/o raising equity *A+ mgmt *CEO had [--] successful exits *We predict this will be his 3rd"  
[X Link](https://x.com/anyuser/status/1528772470236487682)  2022-05-23T16:18Z 17.7K followers, [---] engagements


"Its amazing how many management teams dont understand the value in preserving the capital structure of their company. Theres an arrogance and ignorance on how some managers approach this subject. Thats why insider ownership should be on our investment process check list"  
[X Link](https://x.com/anyuser/status/1577823849982427137)  2022-10-06T00:51Z 17.7K followers, [--] engagements


"Great hospitality last night and today at the @hkuppy (@KEDM_COM) compound in Rincon PR. Now I know where to take cover when oil hits $500/barrel as he predicts. Fantastic guy to know & follow"  
[X Link](https://x.com/anyuser/status/1581402640067416064)  2022-10-15T21:52Z 17.7K followers, [---] engagements


"2/25 Takes me back to Peter Lynch opining on sticking to fundamentals as he resisted the temptation of investing in internet stocks during his retirement."In spite of the instant gratification that surrounds meIve continued to invest the old-fashioned way. I own stocks where๐Ÿ‘‡"  
[X Link](https://x.com/anyuser/status/1583148506658676736)  2022-10-20T17:29Z 17.7K followers, [--] engagements


"4/25 Even if off on timing a bet is reasonable. Valuations of many stocks are on par or below levels vs. the [----] Bubble & [----] Apocalypse. The world isn't ending. Wages are up & Cos are adjusting to the new normal. Markets evolve.The strong will survive & the weak will perish"  
[X Link](https://x.com/anyuser/status/1583148512664903680)  2022-10-20T17:29Z 17.7K followers, [--] engagements


"11/25 Based on a Screener Im building with @JanSvenda to identify Tier [--] Quality stocks [---] U.S. OTC microcaps meet [--] out of [--] quantitative criteria & 1K meet [--]. To learn more about #InfoArb screens Im building please go here: @MicroCapHound http://eepurl.com/ibua95 http://eepurl.com/ibua95"  
[X Link](https://x.com/anyuser/status/1583148548463337473)  2022-10-20T17:30Z 17.7K followers, [--] engagements


"18/25 Peter Lynchs formula will work like a charm: Trailing P/E25 Forward P/E15 Debt to Equity Ratio 35% EPS Growth 15% to 30% PEG Ratio (PE/EPS Growth Rate) [---] Market Cap $5 Billion https://geoinvesting.com/peter-lynch-stock-picking-process/ https://geoinvesting.com/peter-lynch-stock-picking-process/"  
[X Link](https://x.com/anyuser/status/1583148569006989312)  2022-10-20T17:30Z 17.7K followers, [---] engagements


"If youre new to #microcaps please understand that the sooner you decide to avoid stocks with high outstanding shares & mgmt. who give out shares like candy your odds of success will materially improve. Shares outstanding are the window to the soul of a microcap mgmt. team"  
[X Link](https://x.com/anyuser/status/1587438149130915841)  2022-11-01T13:35Z 17.7K followers, [--] engagements


"Now is a great time to capitalize on investor fatigue & people giving up on investing by reading conference call transcripts and SEC/SEDAR filings for bullish info that is being ignored. We only get these chances a few times in our investing journey. Take advantage of it.๐Ÿ’ฐ"  
[X Link](https://x.com/anyuser/status/1597274580326174725)  2022-11-28T17:01Z 17.7K followers, [--] engagements


"1/42 Interviewing company mgmt. can be a daunting task. You may feel overwhelmed or intimidated jumping on a call with executive leaders. But at the end of the day going the extra mile gives you a huge investing edge. This #Thread discusses this topic & [--] interview process tips"  
[X Link](https://x.com/anyuser/status/1603758226725474304)  2022-12-16T14:25Z 17.7K followers, 32.2K engagements


"Multibagger traits: *More sales from current customers *Operating leverage *Regulatory changes *Acquisition mode *De-risking balance sheet/Biz *Settling distracting lawsuits *Selling nonperforming/noncore assets *Fixing capital structure *Early innings of margin expansion cycle"  
[X Link](https://x.com/anyuser/status/1614439346647728128)  2023-01-15T01:48Z 17.7K followers, 13.8K engagements


"Hate to do this. Can you recall up to [--] stocks you sold to lock in gains that went on to become insane multi-baggers & still are. Unfortunately I have more than [--]. Here are 3+1 bonus: $MNST & $SLP in early 2000s. $CHTR in [----] ( $XPEL in 2015-probably sold to @EightTrack180)"  
[X Link](https://x.com/anyuser/status/1671658458003668992)  2023-06-21T23:16Z 17.7K followers, 20K engagements


"One thing we like to do at @GeoInvesting is to trick the market & stock screeners. Here is one very powerful strategy in the microcap space where there is less competition and interest from investors. [--] steps: [--]. Create a list of interesting companies that are reporting GAAP EPS losses. [--]. Investigate if losses are from non-recurring & certain non-cash expenses. [--]. Do the manual work to find out if EPS would be positive by adding back these expenses. [--]. If the company is in restructuring mode consider an extra step: add back expected expense savings to get a better representation of what the"  
[X Link](https://x.com/anyuser/status/1676292063036317709)  2023-07-04T18:09Z 17.7K followers, 26.5K engagements


"One of the worst things you can do as an investor is to get cocky when youre having lots of success or on a winning streak. - This can cause you to abandon self discipline when you need it most often at market tops or to buy stocks you normally wouldnt"  
[X Link](https://x.com/anyuser/status/1678828831656882176)  2023-07-11T18:09Z 17.7K followers, [----] engagements


"110% agree. The liquid cooling theme in data centers is a huge one. In fact during my site visit to $TSSI in Round Rock Texas [--] weeks ago the CEO confirmed this and stated that power & data storage solutions are the next big themes in data centers. https://geoinvesting.com/tssi-site-visit-summary-pullback-model-portfolio-hits-high-return/ Liquid Cooling is the biggest Pick and Shovel theme of AI and Data Center boom. Find it difficult to understand why The heart of a data center's efficiency is its ability to manage heat. Excessive heatcan lead to hardware failure reduced performance and"  
[X Link](https://x.com/anyuser/status/1809219686128669038)  2024-07-05T13:36Z 17.7K followers, 19.7K engagements


"Anyone who tells you that you cant make money in stocks in the short run is clueless. Youre telling me that with 20K stocks trading in North America there are no points of inflection that lead to near-term outsized returns Plenty of room for short & long-term strategies"  
[X Link](https://x.com/anyuser/status/1830301187771359500)  2024-09-01T17:46Z 17.7K followers, 10.2K engagements


"As much as I love interviewing Mgmt. its not required to have investing success. But youll have to be obsessed with: Reading press releases/filings/presentations/earnings calls Understanding biz. plans Learning to read between the lines to dissect reality vs. bullshit"  
[X Link](https://x.com/anyuser/status/1830612697152663661)  2024-09-02T14:24Z 17.7K followers, 12.4K engagements


"Want to become a better investor Stop living in theory and start living in reality. Read less investing books & investing quotes and read more 10Ks. The wealth of industry and business model information in 10Ks is more amazing than you might think. Its not all boiler plate"  
[X Link](https://x.com/anyuser/status/1840024570075721767)  2024-09-28T13:43Z 17.7K followers, 11.1K engagements


"After [--] yrs. the 45% average return across [--] stocks in @GeoInvesting Run to $1 Model Portfolio flies in the face of microcap haters. It beats Peter Lynchs 29% per year return during his [--] year tenure managing the Magellan fund. I love this portfolio.$CANOF $TSSI $KRMD $XPEL Our Run to $1.00 Model Portfolio holds sub-$1 stocks we flag for potential multi-baggers. Were on the lookout for real Cos. being mislabeled by the crowd. Cos. with real revenues profits & solid Mgmt. vs pump & dumps. Learn more: https://t.co/NvRLQxvNZU Our Run to $1.00 Model Portfolio holds sub-$1 stocks we flag for"  
[X Link](https://x.com/anyuser/status/1842283833716310029)  2024-10-04T19:21Z 17.7K followers, 45.9K engagements


"Sept. Investor Insight Clip: @DeepSailCapital on $PNG.V 13% of the funds portfolio. Congrats on 56% move. He thinks Krakens subsea tech will enable the Co. to lead in autonomous defense & propel the stock to a $1B market cap in a few yrs. @PipelineDataLLC $CODA $KLNG come up"  
[X Link](https://x.com/anyuser/status/1855283764676452731)  2024-11-09T16:18Z 17.7K followers, 22K engagements


"Dan Schum resurfaces (past X handle: @NoNameStocks). Been 4yrs. since we chatted. Dan holds 50-60 stocks buying quicklyoften within [--] mins of researchtargeting overlooked OTC gems with big upsidespread risk seize opportunity Full Interview: https://geoinvesting.com/noname-big-gains-dan-schums-journey-through-the-lonely-world-of-microcap-investing/ https://geoinvesting.com/noname-big-gains-dan-schums-journey-through-the-lonely-world-of-microcap-investing/"  
[X Link](https://x.com/majgeoinvesting/status/1858162717401505936)  2024-11-17T14:58Z 17.7K followers, 14.8K engagements


"Scenario that shows why investing is hard but works: [--]. I have lost money on some of my once biggest wins. [--]. However My biggest mulitbaggers (10X +) were at one point my biggest losers and caused me the most pain. Lesson: Keep fighting for another day. The math works"  
[X Link](https://x.com/anyuser/status/1861409767484264626)  2024-11-26T14:00Z 17.7K followers, [----] engagements


"1. Moat investing is totally overrated. [--]. Theres more opportunity to be found in regular Cos. entering strong EPS growth cycles. Maybe they become moats. [--]. Its just one of those cool things people talk about parroting legendary investors. [--]. Oh by the way Peter Lynch owned 1000s of stocks on his way to averaging 30% per year for [--] years. They werent all fucking moats. [--]. Especially relevant in microcap land. [--]. Sure learn how to identify defendable moats but you dont have to identify your entire investment career by only investing in moats"  
[X Link](https://x.com/anyuser/status/1864006507286745529)  2024-12-03T17:59Z 17.7K followers, 40.5K engagements


"Big day for our team. Took longer than planned but a Press Release Research Platform we've been building is ready for testing. If reading releases is part of your research process this product fills a void. Feedback/wish-list appreciated. Go here free https://microcapresearch.com/ Stay tuned. Im launching a new product soon. Itll be meaningless for some and game changing for others depending on what type of research you like to do when youre turning over rocks. In cooperation with @GeoInvesting @MSmicrocaps @MicroCapHound @JanSvenda @yar_it_art https://microcapresearch.com/ Stay tuned. Im"  
[X Link](https://x.com/anyuser/status/1881795608656404729)  2025-01-21T20:06Z 17.7K followers, 38.2K engagements


"If youve never invested in Canadian stocks now is a time to start. The market reaction to geoolitical events is quite comical right now & has created one of those once in a while rare opportunities. Unfortunately institutions will be praying on the everyday investors fear"  
[X Link](https://x.com/anyuser/status/1896989794720493857)  2025-03-04T18:23Z 17.7K followers, 17.9K engagements


"I'm diving into microcap & event-driven stocks with @Mike10947310 on May 13th. Will be lots of fun. Many stocks we cover have crossed paths with Michael like $TSSI & $TGEN. Clips will be archived on @GeoInvesting and @MSmicrocaps Feel free to post questions for Mike :)"  
[X Link](https://x.com/anyuser/status/1921588611905925404)  2025-05-11T15:30Z 17.7K followers, 16.9K engagements


"Todays site visit at $TGEN headquarters in Boston was worth the 4:00 am trip to the airport. Totally get the story now. Plan to have an update on @GeoInvesting in a few days๐Ÿค“. Yes microcaps do make real products. Abinand (CEO) knows his products & industry from cover to cover"  
[X Link](https://x.com/anyuser/status/1922052954569200097)  2025-05-12T22:15Z 17.7K followers, 29.6K engagements


"My [--] biggest wins were small bets that turned into uncomfortably large positions. Thats whats great about microcaps. Even when you cant build a big position some of them are so undervalued that they can still be transformational to your portfolio if they Megabag"  
[X Link](https://x.com/anyuser/status/1931499351022649764)  2025-06-07T23:51Z 17.7K followers, [----] engagements


"Man information arbitrage is the easiest way to make money in the stock market. You dont have to be a genius. You just need average reading comprehension skills to understand if the hidden information youre finding will be relevant to the story and valuation. Is that simple. $PPIH was up 20% on Friday on huge Q1 earnings & is up 23% today. What the release didnt say is that $PPIH is a percolating data center play. This InfoArb is why we added it to our NEW Data Center screen 60% ago and our Buy On Pullback Model Portfolio #13 52% ago. $PPIH was up 20% on Friday on huge Q1 earnings & is up 23%"  
[X Link](https://x.com/anyuser/status/1934688321961382293)  2025-06-16T19:03Z 17.7K followers, 13.5K engagements


"A journal entry of a topic Im working on for one of @GeoInvestings upcoming Weekly Wrap-Up Summaries. Its been an in-progress entry for [--] years due to my internal battle of going back and forth on this topic๐Ÿ‘‡ Ive been a diversified investor and Ive been a concentrated investor. I do believe they both have their place. However diversification in microcaps is interesting for [--] reasons: [--]. It can take time for microcaps to catalyze due to lack of investor interest. [--]. A few bad bets wont ruin you. For example even though you may have done great research on a concentrated bet things can change"  
[X Link](https://x.com/anyuser/status/1935812186653216834)  2025-06-19T21:29Z 17.7K followers, 14.5K engagements


"Microcap #InfoArb case study 101: No skills or abacus required $FTEK - New Data Center theme emerges $MIND - Unwarranted pullback The filling of the Disconnect Gap between their stock prices and free information has already begun. $FTEK InfoArb is what prompted @GeoInvesting to add the stock to our NEW data center screen a few weeks ago. Now it looks like investors are slowly seeing $FTEK data center clues that were plastered all over its Q1 earnings call transcript. Previously there was a small blurb about the opportunity in their Q4 [----] earnings release/call transcript. One contract could"  
[X Link](https://x.com/anyuser/status/1937230848278802685)  2025-06-23T19:26Z 17.7K followers, 78.9K engagements


"How Ill feel if $TGEN and $FTEK announce anticipated data center contracts on the same day. (Slightly priced in on $TGEN but amazingly not even close to being priced in on $FTEK)"  
[X Link](https://x.com/anyuser/status/1946279562473541767)  2025-07-18T18:43Z 17.7K followers, 10.9K engagements


"Excerpt from @GeoInvesting Sunday Weekly Wrap-Up to drop soon๐Ÿ‘‡ This weekly post will cover news updates from $SGRP $DRX.TO ( $ADFJF ) $OPXS $CSBR and a new percolating data center theme at one company. By the way $ACFN made a long-awaited leap to the Nasdaq which came with comments highlighting its debt-free remote monitoring power assets business with long-term 20%+ revenue growth guidance. ACFN is one of my favorite stocks and appropriately sits in our Focus Model Portfolio. If you asked me if there was a stock that I wish I had made a much bigger bet in ACFN would be a candidate in that"  
[X Link](https://x.com/anyuser/status/1949559262373626228)  2025-07-27T19:55Z 17.7K followers, 18.5K engagements


"Some people say that investing in microcaps is risky. But in actuality theres many that are immensely de-risked. These are the ones where ignored information is just staring at you in plain sight telegraphing with near certainty that the stock should go higher. You can buy the stock at an information arbitrage discount without all the guesswork. Im not sure this is true as you go up the market cap chain"  
[X Link](https://x.com/anyuser/status/1969368257808286117)  2025-09-20T11:49Z 17.7K followers, 36.1K engagements


"No current position in $PSIX. But its funny how so many people are saying insiders were right by selling near the top. They were also selling in the $20s and lower and missed the move to $120. lol The capacity expansion is interesting"  
[X Link](https://x.com/anyuser/status/1986858931528876462)  2025-11-07T18:10Z 17.7K followers, 12.3K engagements


"Nice to see a value investor like #JoelTillinghast give props (in his book Big Money Thinks Small) to a short seller like @muddywatersre "  
[X Link](https://x.com/anyuser/status/902652283124682752)  2017-08-29T22:00Z 17.7K followers, [--] engagements


"Very funny that the legit companies exploring the #cryptocurrency space attract the least investor interest. $XIN $GSUM"  
[X Link](https://x.com/anyuser/status/943549086703202305)  2017-12-20T18:30Z 17.7K followers, [--] engagements


"Curious what blue print #PeterLynch used to pick #stocks -Trailing P/E25 -Forward P/E15 -Debt to Equity Ratio 35% -EPS Growth 15% to 30% -PEG Ratio (PE/EPS Growth Rate) [---] -Market Cap $5 Billion"  
[X Link](https://x.com/anyuser/status/965690941549006859)  2018-02-19T20:53Z 17.7K followers, [---] engagements


"Avoid the I'm a long term investor excuse to hold stocks past expiration dates. Invest smartly not blindly. "If story A is better than story B sell B & buy more A. If you own [--] cos you're playing [--] games of poker. Stay in the games with the best chance of success" #PeterLynch"  
[X Link](https://x.com/anyuser/status/999105373708652549)  2018-05-23T01:50Z 17.7K followers, [--] engagements

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

@majgeoinvesting Avatar @majgeoinvesting Maj Soueidan

Maj Soueidan posts on X about stocks, in the, market, money the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [------] +298%
  • [--] Month [------] +129%
  • [--] Months [-------] +10%
  • [--] Year [-------] +12%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -35%
  • [--] Month [--] -7.70%
  • [--] Months [---] +27%
  • [--] Year [---] +65%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +0.65%
  • [--] Month [------] +0.81%
  • [--] Months [------] +3.90%
  • [--] Year [------] +13%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 67.89% cryptocurrencies 6.42% stocks 6.42% countries 2.75% technology brands 1.83% products 0.92% social networks 0.92% exchanges 0.92%

Social topic influence stocks 24.77%, in the 18.35%, market 13.76%, money 10.09%, ceo 7.34%, data 7.34%, business 5.5%, cos 5.5%, $tgen 4.59%, list 4.59%

Top accounts mentioned or mentioned by @geoinvesting @msmicrocaps @quantkurtis @gfihimmelreich @deepsailcapital @mike10947310 @microcaphound @jansvenda @jposhaughnessy @william_r2rclub @quantmorales @yuvaltaylor @p123finance @sebkrog @elg @beardookies @yaritart @altafoxcapital @infoarbmonitor @aurelionrsch

Top assets mentioned Data Lake (LAKE) RaveDAO (RAVE) Domino's Pizza Inc (DPZ) AdvanSix Inc. (ASIX) Apple, Inc. (AAPL)

Top Social Posts

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

"$KLNG is a beautiful buy the dip set-up. It appears there was literally nobody on the earnings call at least not one single question. If you sold on the headline number or slight mis-execution theres a good chance youll regret it a year from now. @InfoArbMonitor $KLNG got dinged last week. It reported nice Q3 sales growth but also a GAAP loss and slight adjusted profit vs. 4c last year. However its all about the future. The earnings call addressed operating leverage increased bidding activity & profitability. https://t.co/BqAT6I11yK https://t.co/0Amcmt2lq5 $KLNG got dinged last week. It"
X Link 2025-11-15T13:29Z 17.7K followers, 15.9K engagements

"Keeping the Quant Research Skull Session series going tomorrow Im posting a throwback convo from @GeoInvesting with @Quant_Kurtis & @GfI_Himmelreich at Next: @Quant_Morales Investor Insight Skull Sessions also live in the GeoInvesting research archive https://www.skullsessions.video I just posted my recent convo with Quant investor @yuvaltaylor on Skull Sessions- a new substack our team started. Yuval's journey is inspirational ๐Ÿ‘‰author to 40% [--] yr CAGR to fund manager. Thanks to @Quant_Kurtis for setting this up. @P123Finance https://t.co/1ZyoeezBSO https://t.co/EWiWxoVl3v"
X Link 2026-02-09T13:17Z 17.7K followers, [----] engagements

"My conversation with Kurtis Hemmerling and Andreas Himmelreich is published. This clip discusses the challenges and opportunities related to investing in illiquid microcaps using quant strategies. @Quant_Kurtis @GfI_Himmelreich Full Interview๐Ÿ‘‰ https://www.skullsessions.video/p/skull-session-05-learning-from-two Keeping the Quant Research Skull Session series going tomorrow Im posting a throwback convo from @GeoInvesting with @Quant_Kurtis & @GfI_Himmelreich at https://t.co/b8afzxQ3nz Next: @Quant_Morales Investor Insight Skull Sessions also live in the GeoInvesting research archive"
X Link 2026-02-11T22:06Z 17.7K followers, [----] engagements

"Microcaps give you multibagger chances but holding them is hard. $CRAWA is a perfect example. The peak return is the return during the stocks tenure in the model portfolio. We closed out $CRAWA from the model portfolio at $41. Its now $75. (The other stocks are still open). Heres ALL the stocks in our focus high conviction model portfolio. No cherry picking. Shows us [--] things: [--]. Microcaps do give you MultiBagger chances. [--]. Referencing current vs. peak returns shows why investing is hard. $PSIX $TGEN $ACFN $CRAWA $RMB.V $KLNG $PXHI $CPH.TO https://t.co/1j2o8bb06g Heres ALL the stocks in our"
X Link 2025-09-28T09:53Z 17.6K followers, [----] engagements

"Heres [--] stocks on todays new low list. Any opinion on which ones have the best chance of moving back up $RCEL wound care medical device $LAKE personal protection equipment $SGRP brand merchandising solutions $AATC intersection traffic control equipment/software monitoring"
X Link 2025-12-17T00:04Z 17.7K followers, [----] engagements

"I thought boring $SGRP looked pretty interesting because of its cash balance but that cash balance is falling quickly. Also a low multiple biz. $RCEL Could be a monster if new CEO can get the new portfolio of devices scaling and funding partner remains friendly. Best in class product. Business failure/insolvency seems like a real risk. Reimbursement issues seem to be behind them but marketing strategy is tricky. Dilution is a risk. https://twitter.com/i/web/status/2001304658149523578 https://twitter.com/i/web/status/2001304658149523578"
X Link 2025-12-17T14:53Z 17.6K followers, [----] engagements

"If youre in the market for a yacht it looks $WLFC could be entertaining offers. ๐ŸŽ‰"
X Link 2026-01-16T11:33Z 17.6K followers, [----] engagements

"I just posted my recent convo with Quant investor @yuvaltaylor on Skull Sessions- a new substack our team started. Yuval's journey is inspirational ๐Ÿ‘‰author to 40% [--] yr CAGR to fund manager. Thanks to @Quant_Kurtis for setting this up. @P123Finance https://www.skullsessions.video/p/betting-on-the-underdogs-a-conversation https://www.skullsessions.video/p/betting-on-the-underdogs-a-conversation"
X Link 2026-01-26T15:14Z 17.7K followers, [----] engagements

"If all goes according to plan $FSI should inflect in the first quarter. The wildcard is if the significant contract win from [----] thats supposed to dramatically fuel growth in its a new food division will be offset by uncertainty in the legacy business. However theyve recently done some things to try to mitigate the historical lumpiness and weaker margins in the legacy business. Id like to make it an uncomfortably large position if I can get comfortable that this will occur. https://twitter.com/i/web/status/2017012815605952805 https://twitter.com/i/web/status/2017012815605952805"
X Link 2026-01-29T23:11Z 17.6K followers, [----] engagements

"@SebKrog I unfortunately dont own $LYTS but wish I did. Will likely be a long-term compounder more than its already accomplished. Analyst estimates are too low. And its pretty certain theyll make an acquisition in [--] which should be accretive to EPS. Hoping for a pullback"
X Link 2026-01-31T15:50Z 17.6K followers, [---] engagements

"No opinion on $MATW but I cant understand why some companies report asset sale gains as operating income rather than other income when the sale is clearly not part of the normal course of business. To be fair they include a non-GAAP table. but still. https://app.microcapresearch.com/news-feed/765403news=MATTHEWS-INTERNATIONAL-REPORTS-RESULTS-FOR-FISCAL-2026-FIRST-QUARTER https://app.microcapresearch.com/news-feed/765403news=MATTHEWS-INTERNATIONAL-REPORTS-RESULTS-FOR-FISCAL-2026-FIRST-QUARTER"
X Link 2026-02-04T01:02Z 17.6K followers, [----] engagements

"OMG at least on the surface there are a good deal of companies in the software realm getting crushed that probably dont deserve to be crushed because of AI software advancements. As a matter of fact in some cases the bull case may be strengthened. Of course not sure how that plays out a few years from now (or days ๐Ÿ˜‚). But from a cursory glance and a lens of not being a software expert it does appear that once you understand some generalities about the space you can paint a picture that some companies will not be negatively affected at all. Furthermore in those cases where there could be a"
X Link 2026-02-05T13:01Z 17.6K followers, [----] engagements

"Top [--] words/phrases mentioned in press releases and earnings calls from companies losing money or with a history of failed execution trying to spin a wait for it narrative by talking in riddles and smoke & mirrors. Laser focused Pivot Disruption Strategic shift"
X Link 2026-02-06T14:49Z 17.7K followers, [----] engagements

"Itll be interesting to see if certain industrial infrastructure and pick-and-shovel companies that solve AI growth and efficiency bottlenecks begin to trade at sustainably higher valuations closer to tech multiples than traditional cyclicals. At least for a period of time"
X Link 2026-02-09T02:22Z 17.7K followers, [----] engagements

"@SebKrog Fun fact I bet you didnt know that @StockJabber (short activism research) is actually bullish on $RAVE. Heres a nice presentation from the CEO talking about how he helped orchestrate a turnaround at $DPZ https://youtu.be/rWfg_6ObnDwsi=pVb00QB_bVoIIgW2 https://youtu.be/rWfg_6ObnDwsi=pVb00QB_bVoIIgW2"
X Link 2026-02-09T13:57Z 17.7K followers, [----] engagements

"Im looking for a few good stocks to write about. Would love to hear your ideas. Please make sure they meet these basic criteria: Profitable or will be within [--] months Under 50M shares outstanding Value growth or turnaroundopen to all Reasonable valuation"
X Link 2025-11-16T14:15Z 17.7K followers, 11.3K engagements

"@beardookies Thanks for the idea. $ASIX management seems to think [----] might return to growth: We anticipate tailwinds in [----] from 45Q carbon capture tax credits. We are committed to delivering long-term value to our shareholders. Estimates confirm๐Ÿ‘‡ https://app.microcapresearch.com/news-feed/733699news=AdvanSix-Announces-Third-Quarter-2025-Financial-Results https://app.microcapresearch.com/news-feed/733699news=AdvanSix-Announces-Third-Quarter-2025-Financial-Results"
X Link 2025-11-29T01:28Z 17.7K followers, [---] engagements

"@Quant_Kurtis @GfI_Himmelreich Anytime Kurtis. Thanks for coming on and for introducing us to Andreas"
X Link 2026-02-11T23:14Z 17.7K followers, [--] engagements

"Any stock on this new low list look interesting $GLGI $TAPM $SGRP $CCEL $MHGU $IVFH $CPHC"
X Link 2025-12-07T21:40Z 17.7K followers, [----] engagements

"My biggest issue with $TZOO is corporate governance related to a shady deal (maybe 2023/24) where the Co. bought the CEOs losing pet metaverse pet project to basically cash out. If I recall the biz was not really even metaverse. Seemed to have been some failed on-line shopping site. The CEO was paid in $TZOO shares which he quickly dumped. The Co. justified the transaction by saying it could utilize pet project NOLs. But it looks like auditors may have advised Co. to issue an amended 8k to soften the language about the ability to use the NOLs. So I guess that could impact valuation if theyre"
X Link 2026-01-27T16:19Z 17.7K followers, [----] engagements

"Not sure if others are having similar iPhone issues since the latest software update but this is the first time Ive been genuinely dissatisfied since switching to an iPhone in [----]. Its costing me a ton of productivity. Peter Lynch would be like passing on $AAPL ๐Ÿ˜… @elg"
X Link 2026-02-10T14:20Z 17.7K followers, [----] engagements

"3rd week without water in San Juan Puerto Rico. No tangible communication on resolution from @AcueductosPR - Customer support avenues work sporadically. Reminds me of waiting for a Co. to withdraw a shelf filed [--] yrs. ago with an intent to be used for imminent acquisitions"
X Link 2026-02-12T20:38Z 17.7K followers, [---] engagements

"Stay tuned. Im launching a new product soon. Itll be meaningless for some and game changing for others depending on what type of research you like to do when youre turning over rocks. In cooperation with @GeoInvesting @MSmicrocaps @MicroCapHound @JanSvenda @yar_it_art"
X Link 2024-12-24T18:42Z 17.6K followers, 20.1K engagements

"$TIKK should change symbol to TIKTOCK for overpromising & underdelivering for a decade+. It's in a good industry (radar/air traffic control/aircraft medication compliance). But zero execution. I think $BUKS has a similar focus in their aerospace division (stock has done well)"
X Link 2025-05-29T18:42Z 17.7K followers, [----] engagements

"@ResearRagnarok $MKTW - Capital allocation strategy makes this very interesting"
X Link 2025-07-24T14:18Z 17.6K followers, [---] engagements

"$CSPI actually you know what might actually help increase awareness with investors If you fucking call them back after like [--] times especially when informed that theres a business development opportunity that could materially help your company. disclosure no position"
X Link 2025-08-14T12:54Z 17.6K followers, [----] engagements

"If I was a shareholder who bought $CRAWA after their Q3 earnings Id be fuming at todays proposed take under by $SPXC. You tell me $CRAWA Mgmt. didnt have an offer on the table or serious discussions when they reported break-out earnings [--] days ago https://app.microcapresearch.com/news-feed/730736news=Crawford-United-Corporation-Announces-Third-Quarter-2025-Results https://app.microcapresearch.com/news-feed/730736news=Crawford-United-Corporation-Announces-Third-Quarter-2025-Results"
X Link 2025-12-08T22:52Z 17.6K followers, [----] engagements

"CEO of $ASYS gives a glimpse of how the Co. could play in the data center space. Ive spoken to him a few times. Hes sharp and since taking over has done an amazing job of generating cash paying off all debt and reducing impacts of cyclicality inherent in parts of the biz"
X Link 2025-12-13T01:48Z 17.7K followers, [----] engagements

"Pressure is increasingly mounting on AI data centers to help fund the infrastructure expansion needed to accommodate the power demands they place on the system. This means theyre going to pursue a variety of mechanisms to become more power-efficient. $TGEN - Peak power solution $RFIL - Smart Fan Any other potential beneficiaries https://twitter.com/i/web/status/2014183784082821367 https://twitter.com/i/web/status/2014183784082821367"
X Link 2026-01-22T03:50Z 17.6K followers, [----] engagements

"@Mike10947310 Two come to mind: $ACFN - More backup generators = increased need for their remote monitoring solutions. Base biz is already good. $MLR - Manufacturer of towing equipment & vehicles. Maybe this accelerates their recovery due to weak industry conditions. Dont love the industry"
X Link 2026-01-26T11:55Z 17.6K followers, [----] engagements

"Crypto investors waiting impatiently for Donald Trumps next crypto tweet to save them vs. value investors watching paint dry"
X Link 2026-02-01T15:55Z 17.6K followers, [----] engagements

"#microcap $FSCR impressive financial run (caveat is high leverage D/E: 4.4).Taxed TTM P/E stripping out gains: 4.2"
X Link 2016-05-26T18:29Z 17.6K followers, [--] engagements

"As a full-time investor for [--] yrs I composed a top [--] "things to do list" for those considering a similar path. http://geoinvesting.com/want-full-time-investor-follow-ten-tips/ http://geoinvesting.com/want-full-time-investor-follow-ten-tips/"
X Link 2016-06-20T20:18Z 17.6K followers, [---] engagements

"Looking for multibaggers Concise look at [--] moats that help companies gain competitive advantages. @GTraganidas http://www.thepracticalway.com/2015/10/16/business-moats/ http://www.thepracticalway.com/2015/10/16/business-moats/"
X Link 2016-09-24T01:53Z 17.6K followers, [--] engagements

"Be careful not to instantly dismiss #stocks that are losing money if Co is shifting to or operates a recurring rev model. You can often buy them at very low price or EV to sales multiples.The P/E crowd will eventually join you once the biz scales to reach profit inflection points"
X Link 2018-07-29T14:56Z 17.7K followers, [--] engagements

"3 books to consider if you're aspiring to become a full-time or serious part-time investor: -One Up On Wall Street Peter Lynch -Good To Great Jim Collins -Zero To One Peter Thiel You will build a strong foundation to simplify the research process to identify great mgmt & cos"
X Link 2018-09-13T19:32Z 17.7K followers, [--] engagements

"Investors who claim they cant find undervalued stocks in the midst of lengthy bull markets simply arent looking hard enough. In my opinion significant opportunities always exist in the inefficient and often ignored microcap universe. ๐Ÿ‘€๐Ÿค‘"
X Link 2018-09-23T21:20Z 17.7K followers, [--] engagements

"It's ridiculous that Merrill Lynch is prohibiting transactions in stocks under $5. Price is irrelevant & this rule will do nothing to stop frauds who keep the reverse split carousel moving. Meanwhile quality microcaps under $5 will just keep getting cheaper. Thanks Wall Street"
X Link 2018-10-01T17:52Z 17.7K followers, [--] engagements

"The next time a woman I'm dating tells me I have a commitment problem I'm going to show her some of the #stocks in my portfolio that I've been hopelessly waiting on for years. ๐Ÿ˜ #truelove"
X Link 2018-10-16T15:09Z 17.7K followers, [---] engagements

"The Peter Thiel way: "Dominate a small niche and scale up from there" A big misperception is to achieve a multi-bagger you need to invest in a microcap that is addressing a big market. In reality you just need to find one that over several years can consistently grow revenues and earnings while not diluting you. A big misperception is to achieve a multi-bagger you need to invest in a microcap that is addressing a big market. In reality you just need to find one that over several years can consistently grow revenues and earnings while not diluting you"
X Link 2019-04-20T22:57Z 17.7K followers, [--] engagements

"To make room for a more timely stock I just finished dumping one of my bigger portfolio holdings that underperformed for [--] yrs. Regardless of the outcome of selling this dog it's liberating to move on. This is one of the toughest decisions you'll be faced with when investing"
X Link 2019-06-11T15:42Z 17.7K followers, [---] engagements

"My strategy isn't very complex. Buy shares of unpopular cos when they look like road kill and sell them when they've been polished up a bit. Mgmt of my portfolio is as important to me as stock picking. If I can do both well I know I'll be successful. Michael Burry (Big Short)"
X Link 2019-09-13T17:51Z 17.7K followers, [--] engagements

"Why @jposhaughnessy likes #microcap stocks speaking at the @MicroCapClub Leadership Summit this morning. "Other investors don't have opinions on them." "Half of my microcap portfolio has no analyst coverage" "No competition" "Scarcity is a wonderful thing" #opportunity"
X Link 2019-09-26T14:10Z 17.7K followers, [--] engagements

"It's a shame that microcap investors are often labeled as 2nd class with subpar skills who primarily invest in low-quality stocks. There are plenty with superior research processes that are 1st class. Here's [--] of them: @LoneStockTrader @SGEggert @AltaFoxCapital @iancassel"
X Link 2019-11-26T21:26Z 17.7K followers, [--] engagements

"Congrats to those microcap investors hanging on to illiquid tier one companies that have been getting no love since [----]. Mr. market can't chase pump & dumps and bloated big caps forever. Has been an Incredible [--] week run. Let's cross our fingers. Have a great weekend ๐Ÿคž"
X Link 2019-12-06T22:22Z 17.7K followers, [--] engagements

"The half glass full Coronavirus viewpoint: -Countries will improve one by one -Fed & govt stim -We realize that life goes on -Vaccine research progresses -Access to test kits -High profile people recover -Understanding the stats -Michael Burry is long small-caps & stock picking"
X Link 2020-03-13T21:28Z 17.7K followers, [--] engagements

"It's painful as hell watching your portfolio get decimated by 20% 30% or more when the stock market is crashing but the following $BAC study has never rung more true than in today's fast paced markets: Looking at data going back to [----] Bank of America found that if ๐Ÿ‘‡"
X Link 2020-03-14T20:24Z 17.7K followers, [--] engagements

"Classic conversation that took place at a coffee shop I'm camping out at today: Guy 1: Did you buy that stock I told you about Guy 2: Which one Guy 1: $GNUS $NFLX for kids. Up over 100% & I'll keep buying. Guy 2: What's the Valcuation (not a typo) Guy 1: Not sure. Who cares"
X Link 2020-06-02T19:44Z 17.7K followers, [--] engagements

"The best way to start getting into investing is to just start investing. At some point you need to kick off your training wheels and gain experience through success and failure. Don't just be a paper champion. ๐Ÿ˜ฌ"
X Link 2020-06-16T23:15Z 17.7K followers, [---] engagements

"If you're a day/swing trader there's nothing wrong with sprinkling long-term bets around a short-term core. Same is true if you're a longer-term investor. Take some short-term at bats if the right opportunity arises. There's no [--] way to make money in the stock market. #balance"
X Link 2020-07-12T14:49Z 17.7K followers, [--] engagements

"Want to beat the market With some research you can build a high conviction small/microcap portfolio. Stop giving all your money to bloated funds that refuse to invest in smaller stocks because it gets in the way of growing assets & collecting fees by being average at best.๐Ÿคฎ"
X Link 2020-07-17T20:24Z 17.7K followers, [--] engagements

"If you can't handle up to 50% pullbacks in your stocks then look somewhere other than #microcaps. There's a price to pay for the potential out-sized returns. Actually you should ask yourself this question when investing at ANY marketcap - what's YOUR risk tolerance #TruthHurts"
X Link 2020-08-05T17:08Z 17.7K followers, [--] engagements

"It's amazing how my heart flutters when I see a form [--] filing in a stock I own showing that management and/or directors are buying shares in the open market. Helps explain why I'm [--] and still single. I have a serious problem. Have a great holiday weekend"
X Link 2020-09-04T21:00Z 17.7K followers, [--] engagements

"Just because I don't know what's under the hood of a [----] Mustang doesn't mean I can't drive one. Of course I can. Same goes with investing. You might not become an "expert" investor but you're free to invest & to strive to be better at it than you are today. F*** the experts"
X Link 2020-09-18T21:40Z 17.7K followers, [--] engagements

"There is no "one" right way to invest in the stock market. However investors who have stood the test of time seem to have one thing in common. They win the battle against emotions that tempt us into making suboptimal investment decisions based on greed and fear"
X Link 2020-10-10T21:03Z 17.7K followers, [---] engagements

"Multi-baggers don't have to start out as high revenue growth scenarios. Don't underestimate the power of investing in the very early stages of improving multi-year gross and operating margin cycles. And then when higher revenue growth arrives it just gets better"
X Link 2020-12-23T13:44Z 17.7K followers, [--] engagements

"Peter Lynch on Why Microcaps: "Another way that a lot of fund managers hemmed themselves in was worrying about liquidity. They avoided all the wonderful small companies a good collection of these could do wonders even for a big portfolio because the stocks were thinly traded""
X Link 2021-05-06T11:17Z 17.7K followers, [--] engagements

"Once in a while when using automated screeners to look for stock ideas take the less obvious path & screen for companies that look bad on paper. Then identify candidates that are on the brink of a turnaround. Also use this approach when scanning press releases. #AvoidTheCrowd"
X Link 2021-05-22T22:19Z 17.7K followers, [--] engagements

"Druckenmiller on $DOGE love it: "Manifestation of the craziest monetary policy in history. Its just this wave of money in the Greater Fool Theory. Having said that I wouldnt short it because I dont like putting campfires out with my face. So I pretend DOGE doesnt exist.""
X Link 2021-05-30T14:39Z 17.7K followers, [----] engagements

"4 traits that are absolutely necessary to become a great investor: Develop high conviction - @AltaFoxCapital @Romanyuk_E Control emotions - @jposhaughnessy @LCTempleton @AndrewWLo Tune out the noise - @morganhousel Sit & wait - @marketplunger1 @stockspinoffss @PaulAndreola"
X Link 2021-07-03T15:10Z 17.7K followers, [---] engagements

"It's a special feeling when only two people are buying a left for dead OTC stock you love that has multi-bagger written all over it: yourself and the CEO. It's even more special when the CEO offers to buy your shares.๐Ÿ˜‚๐Ÿ˜‚๐Ÿ˜‚ I can't wait to see how this plays out.๐Ÿคž"
X Link 2021-07-17T14:49Z 17.7K followers, [--] engagements

"Looking back at microcaps I've bought over the last [--] yrs & even at my current portfolio there's no doubt that microcap OTC is where you get the best returns that shatter the indexes. But this is no secret. @jposhaughnessy wrote about it & still holds true today maybe more so"
X Link 2021-07-24T18:39Z 17.7K followers, [---] engagements

"Had a chat with a smart investor who scoffed at my heavy use of #InfoArb saying it was beneath him because it's too juvenile. Okay๐Ÿคทโ™‚ $IAIC +548% $RVP +784% $SMLR +876% $PCHM +1188% No need for an abacus to make money in the stock market. Just need to leave your ego at home"
X Link 2021-09-03T21:10Z 17.7K followers, [--] engagements

"Was recently asked how I size my bets when initiating a new portfolio position. For what it's worth if it's a high conviction idea I'm not a fan of "scaling" in. I like to bet big fast & add to the position as the story unfolds. Also have no regrets paying up for a stock"
X Link 2021-09-11T20:17Z 17.7K followers, [---] engagements

"The 2nd you stop basing investing decisions primarily on a quarterly earnings report (good or bad) of a company & start really understanding its biz model as it relates to long term vision is the moment you've multibagged your chances of achieving excellence as an investor"
X Link 2021-10-30T13:33Z 17.7K followers, [--] engagements

"Crazy amount of insider buying especially in the smaller cap arena is being totally dismissed by investors. Been years since Ive observed this type of disconnect. Time to start making that wish list"
X Link 2021-12-16T23:16Z 17.7K followers, [---] engagements

"The discipline Ive had to apply through the years to become a more concentrated investor has been a real struggle. I just love investing and there are so many great companies that I could develop a high conviction in. Any of you feel the same"
X Link 2022-01-10T22:46Z 17.7K followers, [--] engagements

"Proof that not all microcaps are microCraps ๐Ÿ‘‰ $PXHI: *$100M in rev *Profitable *Cash flow positive *Rapid growth *No Debt *Innovator *Industry leading SaaS platform *Survived severe operating challenges *Bought back 14% of stock Yet valuation is laughable: P/E [---] EV/S 0.27"
X Link 2022-04-06T15:27Z 17.7K followers, [---] engagements

"The microcap investing edge: *Little analyst coverage *Institutions cant / wont invest *Rarely see CEOs as guests on CNBC *Get access to management *Its more fun *Information Arbitrage *Data supported alpha over larger-caps *Great networking *Its where multi-baggers are born"
X Link 2022-04-19T10:37Z 17.7K followers, [---] engagements

"Very frustrating talking with microcap CEOs who still talk about valuing their businesses on rev growth & price to sales multiples at the expense of being profitable. In every one of those convos they think they are the exception. Good luck raising money to fund your cash burn"
X Link 2022-05-09T19:19Z 17.7K followers, [---] engagements

"#Goosebumps when you find a stock like $KTEL: *No Wall Street Coverage *Rev to at least 3x *Our forward [----] P/S & P/E est = [--] & [---] *Guaranteed rev stream *100% recurring rev *Can grow w/o raising equity *A+ mgmt *CEO had [--] successful exits *We predict this will be his 3rd"
X Link 2022-05-23T16:18Z 17.7K followers, [---] engagements

"Its amazing how many management teams dont understand the value in preserving the capital structure of their company. Theres an arrogance and ignorance on how some managers approach this subject. Thats why insider ownership should be on our investment process check list"
X Link 2022-10-06T00:51Z 17.7K followers, [--] engagements

"Great hospitality last night and today at the @hkuppy (@KEDM_COM) compound in Rincon PR. Now I know where to take cover when oil hits $500/barrel as he predicts. Fantastic guy to know & follow"
X Link 2022-10-15T21:52Z 17.7K followers, [---] engagements

"2/25 Takes me back to Peter Lynch opining on sticking to fundamentals as he resisted the temptation of investing in internet stocks during his retirement."In spite of the instant gratification that surrounds meIve continued to invest the old-fashioned way. I own stocks where๐Ÿ‘‡"
X Link 2022-10-20T17:29Z 17.7K followers, [--] engagements

"4/25 Even if off on timing a bet is reasonable. Valuations of many stocks are on par or below levels vs. the [----] Bubble & [----] Apocalypse. The world isn't ending. Wages are up & Cos are adjusting to the new normal. Markets evolve.The strong will survive & the weak will perish"
X Link 2022-10-20T17:29Z 17.7K followers, [--] engagements

"11/25 Based on a Screener Im building with @JanSvenda to identify Tier [--] Quality stocks [---] U.S. OTC microcaps meet [--] out of [--] quantitative criteria & 1K meet [--]. To learn more about #InfoArb screens Im building please go here: @MicroCapHound http://eepurl.com/ibua95 http://eepurl.com/ibua95"
X Link 2022-10-20T17:30Z 17.7K followers, [--] engagements

"18/25 Peter Lynchs formula will work like a charm: Trailing P/E25 Forward P/E15 Debt to Equity Ratio 35% EPS Growth 15% to 30% PEG Ratio (PE/EPS Growth Rate) [---] Market Cap $5 Billion https://geoinvesting.com/peter-lynch-stock-picking-process/ https://geoinvesting.com/peter-lynch-stock-picking-process/"
X Link 2022-10-20T17:30Z 17.7K followers, [---] engagements

"If youre new to #microcaps please understand that the sooner you decide to avoid stocks with high outstanding shares & mgmt. who give out shares like candy your odds of success will materially improve. Shares outstanding are the window to the soul of a microcap mgmt. team"
X Link 2022-11-01T13:35Z 17.7K followers, [--] engagements

"Now is a great time to capitalize on investor fatigue & people giving up on investing by reading conference call transcripts and SEC/SEDAR filings for bullish info that is being ignored. We only get these chances a few times in our investing journey. Take advantage of it.๐Ÿ’ฐ"
X Link 2022-11-28T17:01Z 17.7K followers, [--] engagements

"1/42 Interviewing company mgmt. can be a daunting task. You may feel overwhelmed or intimidated jumping on a call with executive leaders. But at the end of the day going the extra mile gives you a huge investing edge. This #Thread discusses this topic & [--] interview process tips"
X Link 2022-12-16T14:25Z 17.7K followers, 32.2K engagements

"Multibagger traits: *More sales from current customers *Operating leverage *Regulatory changes *Acquisition mode *De-risking balance sheet/Biz *Settling distracting lawsuits *Selling nonperforming/noncore assets *Fixing capital structure *Early innings of margin expansion cycle"
X Link 2023-01-15T01:48Z 17.7K followers, 13.8K engagements

"Hate to do this. Can you recall up to [--] stocks you sold to lock in gains that went on to become insane multi-baggers & still are. Unfortunately I have more than [--]. Here are 3+1 bonus: $MNST & $SLP in early 2000s. $CHTR in [----] ( $XPEL in 2015-probably sold to @EightTrack180)"
X Link 2023-06-21T23:16Z 17.7K followers, 20K engagements

"One thing we like to do at @GeoInvesting is to trick the market & stock screeners. Here is one very powerful strategy in the microcap space where there is less competition and interest from investors. [--] steps: [--]. Create a list of interesting companies that are reporting GAAP EPS losses. [--]. Investigate if losses are from non-recurring & certain non-cash expenses. [--]. Do the manual work to find out if EPS would be positive by adding back these expenses. [--]. If the company is in restructuring mode consider an extra step: add back expected expense savings to get a better representation of what the"
X Link 2023-07-04T18:09Z 17.7K followers, 26.5K engagements

"One of the worst things you can do as an investor is to get cocky when youre having lots of success or on a winning streak. - This can cause you to abandon self discipline when you need it most often at market tops or to buy stocks you normally wouldnt"
X Link 2023-07-11T18:09Z 17.7K followers, [----] engagements

"110% agree. The liquid cooling theme in data centers is a huge one. In fact during my site visit to $TSSI in Round Rock Texas [--] weeks ago the CEO confirmed this and stated that power & data storage solutions are the next big themes in data centers. https://geoinvesting.com/tssi-site-visit-summary-pullback-model-portfolio-hits-high-return/ Liquid Cooling is the biggest Pick and Shovel theme of AI and Data Center boom. Find it difficult to understand why The heart of a data center's efficiency is its ability to manage heat. Excessive heatcan lead to hardware failure reduced performance and"
X Link 2024-07-05T13:36Z 17.7K followers, 19.7K engagements

"Anyone who tells you that you cant make money in stocks in the short run is clueless. Youre telling me that with 20K stocks trading in North America there are no points of inflection that lead to near-term outsized returns Plenty of room for short & long-term strategies"
X Link 2024-09-01T17:46Z 17.7K followers, 10.2K engagements

"As much as I love interviewing Mgmt. its not required to have investing success. But youll have to be obsessed with: Reading press releases/filings/presentations/earnings calls Understanding biz. plans Learning to read between the lines to dissect reality vs. bullshit"
X Link 2024-09-02T14:24Z 17.7K followers, 12.4K engagements

"Want to become a better investor Stop living in theory and start living in reality. Read less investing books & investing quotes and read more 10Ks. The wealth of industry and business model information in 10Ks is more amazing than you might think. Its not all boiler plate"
X Link 2024-09-28T13:43Z 17.7K followers, 11.1K engagements

"After [--] yrs. the 45% average return across [--] stocks in @GeoInvesting Run to $1 Model Portfolio flies in the face of microcap haters. It beats Peter Lynchs 29% per year return during his [--] year tenure managing the Magellan fund. I love this portfolio.$CANOF $TSSI $KRMD $XPEL Our Run to $1.00 Model Portfolio holds sub-$1 stocks we flag for potential multi-baggers. Were on the lookout for real Cos. being mislabeled by the crowd. Cos. with real revenues profits & solid Mgmt. vs pump & dumps. Learn more: https://t.co/NvRLQxvNZU Our Run to $1.00 Model Portfolio holds sub-$1 stocks we flag for"
X Link 2024-10-04T19:21Z 17.7K followers, 45.9K engagements

"Sept. Investor Insight Clip: @DeepSailCapital on $PNG.V 13% of the funds portfolio. Congrats on 56% move. He thinks Krakens subsea tech will enable the Co. to lead in autonomous defense & propel the stock to a $1B market cap in a few yrs. @PipelineDataLLC $CODA $KLNG come up"
X Link 2024-11-09T16:18Z 17.7K followers, 22K engagements

"Dan Schum resurfaces (past X handle: @NoNameStocks). Been 4yrs. since we chatted. Dan holds 50-60 stocks buying quicklyoften within [--] mins of researchtargeting overlooked OTC gems with big upsidespread risk seize opportunity Full Interview: https://geoinvesting.com/noname-big-gains-dan-schums-journey-through-the-lonely-world-of-microcap-investing/ https://geoinvesting.com/noname-big-gains-dan-schums-journey-through-the-lonely-world-of-microcap-investing/"
X Link 2024-11-17T14:58Z 17.7K followers, 14.8K engagements

"Scenario that shows why investing is hard but works: [--]. I have lost money on some of my once biggest wins. [--]. However My biggest mulitbaggers (10X +) were at one point my biggest losers and caused me the most pain. Lesson: Keep fighting for another day. The math works"
X Link 2024-11-26T14:00Z 17.7K followers, [----] engagements

"1. Moat investing is totally overrated. [--]. Theres more opportunity to be found in regular Cos. entering strong EPS growth cycles. Maybe they become moats. [--]. Its just one of those cool things people talk about parroting legendary investors. [--]. Oh by the way Peter Lynch owned 1000s of stocks on his way to averaging 30% per year for [--] years. They werent all fucking moats. [--]. Especially relevant in microcap land. [--]. Sure learn how to identify defendable moats but you dont have to identify your entire investment career by only investing in moats"
X Link 2024-12-03T17:59Z 17.7K followers, 40.5K engagements

"Big day for our team. Took longer than planned but a Press Release Research Platform we've been building is ready for testing. If reading releases is part of your research process this product fills a void. Feedback/wish-list appreciated. Go here free https://microcapresearch.com/ Stay tuned. Im launching a new product soon. Itll be meaningless for some and game changing for others depending on what type of research you like to do when youre turning over rocks. In cooperation with @GeoInvesting @MSmicrocaps @MicroCapHound @JanSvenda @yar_it_art https://microcapresearch.com/ Stay tuned. Im"
X Link 2025-01-21T20:06Z 17.7K followers, 38.2K engagements

"If youve never invested in Canadian stocks now is a time to start. The market reaction to geoolitical events is quite comical right now & has created one of those once in a while rare opportunities. Unfortunately institutions will be praying on the everyday investors fear"
X Link 2025-03-04T18:23Z 17.7K followers, 17.9K engagements

"I'm diving into microcap & event-driven stocks with @Mike10947310 on May 13th. Will be lots of fun. Many stocks we cover have crossed paths with Michael like $TSSI & $TGEN. Clips will be archived on @GeoInvesting and @MSmicrocaps Feel free to post questions for Mike :)"
X Link 2025-05-11T15:30Z 17.7K followers, 16.9K engagements

"Todays site visit at $TGEN headquarters in Boston was worth the 4:00 am trip to the airport. Totally get the story now. Plan to have an update on @GeoInvesting in a few days๐Ÿค“. Yes microcaps do make real products. Abinand (CEO) knows his products & industry from cover to cover"
X Link 2025-05-12T22:15Z 17.7K followers, 29.6K engagements

"My [--] biggest wins were small bets that turned into uncomfortably large positions. Thats whats great about microcaps. Even when you cant build a big position some of them are so undervalued that they can still be transformational to your portfolio if they Megabag"
X Link 2025-06-07T23:51Z 17.7K followers, [----] engagements

"Man information arbitrage is the easiest way to make money in the stock market. You dont have to be a genius. You just need average reading comprehension skills to understand if the hidden information youre finding will be relevant to the story and valuation. Is that simple. $PPIH was up 20% on Friday on huge Q1 earnings & is up 23% today. What the release didnt say is that $PPIH is a percolating data center play. This InfoArb is why we added it to our NEW Data Center screen 60% ago and our Buy On Pullback Model Portfolio #13 52% ago. $PPIH was up 20% on Friday on huge Q1 earnings & is up 23%"
X Link 2025-06-16T19:03Z 17.7K followers, 13.5K engagements

"A journal entry of a topic Im working on for one of @GeoInvestings upcoming Weekly Wrap-Up Summaries. Its been an in-progress entry for [--] years due to my internal battle of going back and forth on this topic๐Ÿ‘‡ Ive been a diversified investor and Ive been a concentrated investor. I do believe they both have their place. However diversification in microcaps is interesting for [--] reasons: [--]. It can take time for microcaps to catalyze due to lack of investor interest. [--]. A few bad bets wont ruin you. For example even though you may have done great research on a concentrated bet things can change"
X Link 2025-06-19T21:29Z 17.7K followers, 14.5K engagements

"Microcap #InfoArb case study 101: No skills or abacus required $FTEK - New Data Center theme emerges $MIND - Unwarranted pullback The filling of the Disconnect Gap between their stock prices and free information has already begun. $FTEK InfoArb is what prompted @GeoInvesting to add the stock to our NEW data center screen a few weeks ago. Now it looks like investors are slowly seeing $FTEK data center clues that were plastered all over its Q1 earnings call transcript. Previously there was a small blurb about the opportunity in their Q4 [----] earnings release/call transcript. One contract could"
X Link 2025-06-23T19:26Z 17.7K followers, 78.9K engagements

"How Ill feel if $TGEN and $FTEK announce anticipated data center contracts on the same day. (Slightly priced in on $TGEN but amazingly not even close to being priced in on $FTEK)"
X Link 2025-07-18T18:43Z 17.7K followers, 10.9K engagements

"Excerpt from @GeoInvesting Sunday Weekly Wrap-Up to drop soon๐Ÿ‘‡ This weekly post will cover news updates from $SGRP $DRX.TO ( $ADFJF ) $OPXS $CSBR and a new percolating data center theme at one company. By the way $ACFN made a long-awaited leap to the Nasdaq which came with comments highlighting its debt-free remote monitoring power assets business with long-term 20%+ revenue growth guidance. ACFN is one of my favorite stocks and appropriately sits in our Focus Model Portfolio. If you asked me if there was a stock that I wish I had made a much bigger bet in ACFN would be a candidate in that"
X Link 2025-07-27T19:55Z 17.7K followers, 18.5K engagements

"Some people say that investing in microcaps is risky. But in actuality theres many that are immensely de-risked. These are the ones where ignored information is just staring at you in plain sight telegraphing with near certainty that the stock should go higher. You can buy the stock at an information arbitrage discount without all the guesswork. Im not sure this is true as you go up the market cap chain"
X Link 2025-09-20T11:49Z 17.7K followers, 36.1K engagements

"No current position in $PSIX. But its funny how so many people are saying insiders were right by selling near the top. They were also selling in the $20s and lower and missed the move to $120. lol The capacity expansion is interesting"
X Link 2025-11-07T18:10Z 17.7K followers, 12.3K engagements

"Nice to see a value investor like #JoelTillinghast give props (in his book Big Money Thinks Small) to a short seller like @muddywatersre "
X Link 2017-08-29T22:00Z 17.7K followers, [--] engagements

"Very funny that the legit companies exploring the #cryptocurrency space attract the least investor interest. $XIN $GSUM"
X Link 2017-12-20T18:30Z 17.7K followers, [--] engagements

"Curious what blue print #PeterLynch used to pick #stocks -Trailing P/E25 -Forward P/E15 -Debt to Equity Ratio 35% -EPS Growth 15% to 30% -PEG Ratio (PE/EPS Growth Rate) [---] -Market Cap $5 Billion"
X Link 2018-02-19T20:53Z 17.7K followers, [---] engagements

"Avoid the I'm a long term investor excuse to hold stocks past expiration dates. Invest smartly not blindly. "If story A is better than story B sell B & buy more A. If you own [--] cos you're playing [--] games of poker. Stay in the games with the best chance of success" #PeterLynch"
X Link 2018-05-23T01:50Z 17.7K followers, [--] engagements

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

@majgeoinvesting
/creator/twitter::majgeoinvesting