# ![@realLigerCub Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1655684342125940736.png) @realLigerCub Liger Cub (Byron Street Research)

Liger Cub (Byron Street Research) posts on X about $nursv, end of, company, $curi the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1655684342125940736/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1655684342125940736/c:line/m:interactions.svg)

- [--] Week [---] -54%
- [--] Month [------] -66%
- [--] Months [-------] -55%
- [--] Year [---------] -23%

### Mentions: [--] [#](/creator/twitter::1655684342125940736/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1655684342125940736/c:line/m:posts_active.svg)

- [--] Week [--] -29%
- [--] Month [--] +7.40%
- [--] Months [--] +56%
- [--] Year [---] +0.88%

### Followers: [-----] [#](/creator/twitter::1655684342125940736/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1655684342125940736/c:line/m:followers.svg)

- [--] Week [-----] -0.09%
- [--] Month [-----] +0.25%
- [--] Months [-----] +11%
- [--] Year [-----] +49%

### CreatorRank: [---------] [#](/creator/twitter::1655684342125940736/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1655684342125940736/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  18.81% [cryptocurrencies](/list/cryptocurrencies)  10.89% [stocks](/list/stocks)  7.92% [technology brands](/list/technology-brands)  7.92% [celebrities](/list/celebrities)  1.98% [travel destinations](/list/travel-destinations)  1.98% [countries](/list/countries)  1.98% [social networks](/list/social-networks)  0.99%

**Social topic influence**
[$nursv](/topic/$nursv) 9.9%, [end of](/topic/end-of) 7.92%, [company](/topic/company) #167, [$curi](/topic/$curi) 6.93%, [$nurs](/topic/$nurs) 6.93%, [$strm](/topic/$strm) 5.94%, [the end](/topic/the-end) #153, [model](/topic/model) #209, [$qrhc](/topic/$qrhc) 4.95%, [$bwen](/topic/$bwen) #1

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@microcapclub](/creator/undefined) [@charlesbhutch](/creator/undefined) [@teampraap](/creator/undefined) [@atelicinvest](/creator/undefined) [@dmetropolitan](/creator/undefined) [@boujeebanker](/creator/undefined) [@geoinvesting](/creator/undefined) [@leevalueroach](/creator/undefined) [@elg](/creator/undefined) [@solarwakeup](/creator/undefined) [@elonmusk](/creator/undefined) [@fundamentedge](/creator/undefined) [@hfreflection](/creator/undefined) [@gregoryblotnick](/creator/undefined) [@brattlestcap](/creator/undefined) [@pedruzch](/creator/undefined) [@jdmoran](/creator/undefined) [@breakoutpoint](/creator/undefined) [@asbpartners](/creator/undefined)

**Top assets mentioned**
[StreamCoin (STRM)](/topic/$strm) [FTC Solar, Inc.  (FTCI)](/topic/$ftci) [LegalZoom.com, Inc.  (LZ)](/topic/$lz) [ECOMI (OMI)](/topic/$omi) [Morpheus Infrastructure Node (MIND)](/topic/$mind) [Dell Technologies, Inc. (DELL)](/topic/dell) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [Microsoft Corp. (MSFT)](/topic/microsoft) [Credit Suisse Group (CS)](/topic/credit-suisse) [O-I Glass, Inc. (OI)](/topic/$oi) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Culp, Inc. (CULP)](/topic/$culp) [Clipper Realty Inc. Common Stock (CLPR)](/topic/$clpr) [R1 RCM Holdco, Inc. (RCM)](/topic/$rcm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"New write-up My eighth write-up dives into FTC Solar Inc. (NasdaqCM:FTCI) a global provider of solar tracker systems. To address potential concerns about renewable companies due to Trumps reelection Ive pasted below the policy outlook shared by Yann Brandt FTCIs new CEO in his @SolarWakeup newsletter: From [----] to [----] solar grew from about 11GW to 19GW Last year solar was a $60bn market and the main generation source driving the build out for the growing demand for electricity The ITC has been extended while both parties have been in power including during Trumps first term Tariffs and"  
[X Link](https://x.com/realLigerCub/status/1858879559061418365)  2024-11-19T14:26Z [----] followers, 20.4K engagements


"$SODI Announces Fiscal [----] Third Quarter Results Earlier this month $SODI reported record QTD bookings of $13.8M w/o any orders related to HIMARS or SM2/SM6. With a backlog of $29.0M as of Nov. [--] up from $18.6M at the end of Q2 revs have already surpassed last years comp nearly a month before the quarter ends. The https://t.co/JddwKcPA7h Earlier this month $SODI reported record QTD bookings of $13.8M w/o any orders related to HIMARS or SM2/SM6. With a backlog of $29.0M as of Nov. [--] up from $18.6M at the end of Q2 revs have already surpassed last years comp nearly a month before the quarter"  
[X Link](https://x.com/anyuser/status/2011186553759089088)  2026-01-13T21:20Z [----] followers, [----] engagements


"Earlier this month $SODI reported record QTD bookings of $13.8M w/o any orders related to HIMARS or SM2/SM6. With a backlog of $29.0M as of Nov. [--] up from $18.6M at the end of Q2 revs have already surpassed last years comp nearly a month before the quarter ends. The Company anticipates it will receive additional bookings during the month of November that will be included in its third quarter bookings total. Last week the U.S. Department of State approved Germanys purchase of [---] SM-6 Block I and [---] SM-2 Block IIIC missiles plus related equipment in a deal valued at $3.5B. For context SM-6s"  
[X Link](https://x.com/anyuser/status/1990843425122329014)  2025-11-18T18:03Z [----] followers, [----] engagements


"Building something new: a microcap model library. Targeting 100+ fully linked ready-to-use models by the end of [----]. Started w/ $BWEN. BWEN is a precision manufacturer of large structures equipment and components for energy and industrial applications. After years of lumpy performance the company is actively diversifying away from the cyclicality of the wind energy market and toward more stable higher-margin power generation end markets even as visibility for strong domestic onshore wind tower activity extends through at least [----]. As part of this shift BWEN sold its industrial fabrication"  
[X Link](https://x.com/anyuser/status/1997743965240750504)  2025-12-07T19:04Z [----] followers, 22.8K engagements


"Making the most out of Substacks minimal functionality By clicking "Request Model" on the new and growing Model Requests watchlist subs automatically generate the following email draft: "Hello I'm a paid subscriber to Byron Street Research and would like to request a model for .." Pending models: $AMPG $SPCB and $TMG.V Building something new: a microcap model library. Targeting 100+ fully linked ready-to-use models by the end of [----]. Started w/ $BWEN. BWEN is a precision manufacturer of large structures equipment and components for energy and industrial applications. After years of lumpy"  
[X Link](https://x.com/anyuser/status/2001715290531320261)  2025-12-18T18:04Z [----] followers, [----] engagements


"It's rare to find people on Fintwit w real experience and credentials. Two come easily to mind but a third is now on a posting spree. First: @FundamentEdge. After 10+ yrs at some of the most selective hfs he started sharing his now viral long-form threads. Then he went on to build the go-to academy for fundamental buyside analysts. His threads were compiled here: Second: @hfreflection. Inspired by Brett he started sharing some of his know-how. Although anon his threads speak for themselves. Since then he's launched his own hf managing 100s of millions in AUM. His posts can be found here:"  
[X Link](https://x.com/anyuser/status/2005321271727284349)  2025-12-28T16:53Z [----] followers, 99.3K engagements


"On hold while working on a multi-page piece but good to see the three models I've published so far ranking at the top of my watchlist YTD: $BWEN: $MIND: $AMPG: https://www.byronstreetresearch.com/p/ampg https://www.byronstreetresearch.com/p/mind https://www.byronstreetresearch.com/p/bwen Building something new: a microcap model library. Targeting 100+ fully linked ready-to-use models by the end of [----]. Started w/ $BWEN. BWEN is a precision manufacturer of large structures equipment and components for energy and industrial applications. After years of lumpy https://t.co/HDRijm6bkh"  
[X Link](https://x.com/realLigerCub/status/2011511440545628519)  2026-01-14T18:51Z [----] followers, [----] engagements


"DOMA Perpetual's new letter to $INMD's Board reminded me of Loeb's vitriolic ones: "The company must reduce its cash level to less than $100 million if it hopes to restore shareholder confidence in a Board that has apparently fallen asleep at the wheel." Worth a read"  
[X Link](https://x.com/realLigerCub/status/1879523819905527889)  2025-01-15T13:39Z [----] followers, [----] engagements


"@pedruzch Wouldn't say it was ignored. They completed the previously announced plan in record time and authorized a new one shortly after. Any pressure is welcome"  
[X Link](https://x.com/realLigerCub/status/1879665505126261242)  2025-01-15T23:02Z [----] followers, [---] engagements


"Napkin Reports: A New Idea Filtering Offering + $JACK Example "I've felt that before people buy a stock they should take a piece of paper and simply write out what their reasoning is and they should be able to get it all on one side of one piece of paper. In fact they should be able to get it into a paragraph." - Warren E. Buffett A good investment thesis should be concise enough to fit on the back of a napkin. Napkin Reports aim to filter ideas for further research through brief surface-level reviews. Once an idea with a rough hypothesis is identified the next step is to assess the"  
[X Link](https://x.com/realLigerCub/status/1880277122658316400)  2025-01-17T15:32Z [----] followers, [----] engagements


"40 Ways to Find an Idea IPOs SPACs Spinoffs Net-Nets Podcasts 13F Filings Litigations Asset Sales Stock Splits Liquidations Conferences 13D/G Filings Communities Tender Offers Magic Formula Restructurings Stock Manuals Rights Offering Investor Letters Listing Changes Stock Buybacks Reorganizations Executive Moves Bankruptcy Exits Lockup Expirations Write-Up Platforms New 52-Week Lows Newsletters & Blogs Insider Transactions Secondary Offerings Proxy Contest Filings Quantitative Screens Strategic Alternatives Index Reconstitutions Congressional Trading Mergers & Acquisitions Cooperation"  
[X Link](https://x.com/realLigerCub/status/1880637921775980731)  2025-01-18T15:26Z [----] followers, 27.4K engagements


"From Yann Brandt CEO of $FTCI in this mornings email: "Apologies for the smaller than usual commentary but [----] has the solar industry heading in the right direction and me on the road." Attached is a slide from last week's $NEE presentation. New write-up My eighth write-up dives into FTC Solar Inc. (NasdaqCM:FTCI) a global provider of solar tracker systems. To address potential concerns about renewable companies due to Trumps reelection Ive pasted below the policy outlook shared by Yann Brandt FTCIs new CEO https://t.co/98zIsCouP3 New write-up My eighth write-up dives into FTC Solar Inc."  
[X Link](https://x.com/realLigerCub/status/1884586591114367319)  2025-01-29T12:57Z [----] followers, [----] engagements


"Back in Sept JPM forecasted negative business formation growth through [----] (see attached) A month later it downgraded $LZ to "Underweight" By mid-Jan it double-upgraded it to "Overweight" citing signs of reversal. A multi-year decline reversing in just three months🤯 "Two factors lead us to be incrementally positive on LegalZoom going into [----]. First we see a positive inflection point in overall business formations data. Both data for November and December [----] (the latter released last Friday 1/10/25) held up well on both a Y/Y and M/M basis. While most of [----] is characterized by steep"  
[X Link](https://x.com/realLigerCub/status/1887272599769784594)  2025-02-05T22:50Z [----] followers, [----] engagements


"Quick Takes on $CURI $JACK $WNC and $BLBD [--] Sample Napkin Reports [--]. CURIOSITYSTREAM INC. NasdaqCM:CURI HIGHEST PRIORITY. $CURI a busted de-SPAC formed by Discovery Channel founder John Hendricks offers on-demand factual streaming content. The company has achieved eight consecutive quarters of improved FCF the last three of which were positive while maintaining a cash-heavy debt-free balance sheet and a minority stake in Nebula the largest creator-owned internet streaming platform. At last weeks Needham Growth Conference the CEO guided for significant growth in the year ahead highlighting"  
[X Link](https://x.com/realLigerCub/status/1890453161086779884)  2025-02-14T17:28Z [----] followers, [----] engagements


"$LZ FY24 print is out and the conf call is over. For those looking to get up to speed w/ the biz the full four-page write-up is available at thetigersprey dot com/p/lz LegalZoom.com Inc.🧵 NasdaqGS:LZ LegalZoom is yet another interesting story. After all how is a 1.2bn company connected with O.J. Simpson Kim Kardashian Jessica Alba and Kobe Bryant all in completely unrelated ways https://t.co/QN9sKrq7Eh LegalZoom.com Inc.🧵 NasdaqGS:LZ LegalZoom is yet another interesting story. After all how is a 1.2bn company connected with O.J. Simpson Kim Kardashian Jessica Alba and Kobe Bryant all in"  
[X Link](https://x.com/realLigerCub/status/1894883790230565341)  2025-02-26T22:54Z [----] followers, [----] engagements


"Second time a ticker has been redacted for free subs and a day later $OMI rips. Attaching Thursday's email. Strong three days for the newsletter: Wednesday: $LZ FY24 print +14.8% Friday: $PAR FY24 print +13.2% Friday: $OMI FY24 print +39.0% Keep an eye on $STRM $LFCR and $IDN. Near-term catalysts in play"  
[X Link](https://x.com/realLigerCub/status/1895895784803238159)  2025-03-01T17:55Z [----] followers, [----] engagements


"BLOOMBERG KILLERS - PART III ChatGPT took the world by storm in late [----] with the finance industry trying to keep up with rapid AI developments. For example Bloomberg introduced BloombergGPTjust months later while major competitors like LSEG CapIQ and FactSet are now integrating AI-powered features into their platforms. In this list I'm sharing [--] AI tools designed for (or used in) equity research. While other platforms like Koyfin Quartr and EdmundSEC have also introduced AI-powered use cases I've excluded them here to avoid duplication. Special thanks to @jdmoran co-founder of YipitData"  
[X Link](https://x.com/realLigerCub/status/1896235369710145897)  2025-03-02T16:25Z [----] followers, 61.4K engagements


"ACTIVIST SHORT SELLERS For those interested in generating short ideas attached is a list of 40+ activist short sellers who are still active in one way or another. For a one-stop-shop resource tracking their activity check out Breakout Point (@BreakoutPoint)"  
[X Link](https://x.com/realLigerCub/status/1897281284067692771)  2025-03-05T13:41Z [----] followers, 16.7K engagements


"Ended up with a custom-built desktop 3x UltraSharps ThinkPad iPad and iPhone. Herman Miller seems to be the go-to for ergonomic chairs but whats the equivalent for standing desks Hardware dilemmas for a solid finance set up (besides laptop ofc): - Desktop: ThinkCentre ThinkStation etc. - Laptop: Lenovo ThinkPad - Tablet: Microsoft Surface or iPad - Phone: iPhone [--] or Samsung S23 - Monitors: Lenovo ThinkVision or Dell UltraSharp Flat or Curved Hardware dilemmas for a solid finance set up (besides laptop ofc): - Desktop: ThinkCentre ThinkStation etc. - Laptop: Lenovo ThinkPad - Tablet:"  
[X Link](https://x.com/realLigerCub/status/1898361142017184251)  2025-03-08T13:12Z [----] followers, [----] engagements


"Reminder: Back in [----] a kind soul shared [---] industry primers (now outdated) available here: Includes the following: Demographics and Asset Prices - Credit Suisse (2012) Global Energy Industry Primer - Credit Suisse (2012) Global Financial Advisory M&A Rankings - Bloomberg (Q1 2012) Aerospace Industry Overview and Update - Stout Risius Ross (2011) Banking [---] - Large Cap Bank Primer - Deutsche Bank (2011) Canadian Food Retail Sector - OSEC (2011) Caterpillar Oil & Gas Primer - Morgan Stanley (2011) China Cement Industry Primer - BOC International (2011) China Luxury Primer (Dipped In Gold) -"  
[X Link](https://x.com/realLigerCub/status/1898715802943066277)  2025-03-09T12:41Z [----] followers, 64.3K engagements


"New Write-Up: $QRHC If after reading all four pages youre still not convinced to at least initiate your research process I hope youre hiring because Ill immediately terminate my attempt to scale The Tigers Prey and initiate my own job search process"  
[X Link](https://x.com/realLigerCub/status/1900554325660737945)  2025-03-14T14:27Z [----] followers, 22.6K engagements


"I'll just share one paragraph to keep it fair for paid subs: Specifically QHRC has experienced a noticeable uptick in not only the number but also the size of opportunities in its pipeline. In [----] the company announced eight significant new customer wins far exceeding its prior average of [--] new client per quarter in recent years. Unsurprisingly managements tone has shifted dramatically. For example in early [----] they described the pace of new business wins as one area that theyre not satisfied with. Now they call it unprecedented for Quest citing more client activity than ever in its"  
[X Link](https://x.com/realLigerCub/status/1900554338235203901)  2025-03-14T14:27Z [----] followers, [---] engagements


"$QRHC - The chairman joins the party w/ 12k shares. Go take a look at the company folks 👇 $80k in cluster buys over the past two days w both the former and newly appointed CEOs buying $80k in cluster buys over the past two days w both the former and newly appointed CEOs buying"  
[X Link](https://x.com/realLigerCub/status/1903017906738172388)  2025-03-21T09:36Z [----] followers, [----] engagements


"Catalyst Watch: Introducing a New Event-Driven Idea Generator Recently I discontinued Idea Thesaurus an event-driven stock screen aggregator. While many subscribers relied on it I no longer felt my time was best spent maintaining this file. In its place Im introducing Catalyst Watch published weekly on Mondays BMO. It may take longer to build but every minute spent will be well worth it. Rather than compiling a laundry list of events Catalyst Watch hand-picks the most actionable setups in U.S.-listed stocks each week presenting them in a structured table with concise event overviews. Each"  
[X Link](https://x.com/realLigerCub/status/1904181177558143431)  2025-03-24T14:39Z [----] followers, [----] engagements


"It's behind a paywall but couldn't resist: $OMI is a small-cap Fortune [---] healthcare logistics and supply chain management company distributing and manufacturing national name-brand medical and surgical supplies while providing healthcare services across the continuum from acute to home-based care. In [----] it adopted a five-year strategic plan aimed at optimizing its legacy Products & Healthcare Services segment improving margins through its new Operating Model Realignment program. Meanwhile its high-margin Patient Direct business is expected to continue outpacing the market with sustained"  
[X Link](https://x.com/realLigerCub/status/1904224723220758633)  2025-03-24T17:32Z [----] followers, [---] engagements


"$QRHC: In the first bullet I mentioned that "divesting its non-core mall and shopping center business is expected to help address customer attrition." As of last week that business officially belongs to the past. New Write-Up: $QRHC If after reading all four pages youre still not convinced to at least initiate your research process I hope youre hiring because Ill immediately terminate my attempt to scale The Tigers Prey and initiate my own job search process. https://t.co/pkTWwytmCX New Write-Up: $QRHC If after reading all four pages youre still not convinced to at least initiate your"  
[X Link](https://x.com/realLigerCub/status/1910297500004630975)  2025-04-10T11:43Z [----] followers, [----] engagements


"In case you missed it Catalyst Watch a weekly event-driven idea generator also features 2-3 quick pitches on the most compelling previously flagged setups each week. Attaching $AXIL $BAER and $OI from the free Catalyst Watch #2. Added [--] new stock pitches to the site including: @ASB_Partners (holding update) - $ELAL.TA @weenink_arnold - $ASML $9552.T $TTD @realLigerCub (quick pitches) - $OMI $STRM $CULP @LTVresearch - $VLE.TO @JPSInvestments - $CLPR https://t.co/bWJaTid7t8 Added [--] new stock pitches to the site including: @ASB_Partners (holding update) - $ELAL.TA @weenink_arnold - $ASML"  
[X Link](https://x.com/realLigerCub/status/1910385557676384419)  2025-04-10T17:33Z [----] followers, [----] engagements


"$IDN: Really impressed by how well NotebookLM turned a write-up into a podcast. Just asked it to give a high-level overview and skip the exhibits - 9.5/10. New Write-Up $IDN is a $50mm company securing contracts with some of the worlds largest corporations all while being surrounded by a moat wider than the Grand Canyon. With 90%+ margins and a clear path for reaccelerated growth its hard to see how this stock wont exceed https://t.co/lQSnayFKGB New Write-Up $IDN is a $50mm company securing contracts with some of the worlds largest corporations all while being surrounded by a moat wider than"  
[X Link](https://x.com/realLigerCub/status/1913645122194964594)  2025-04-19T17:25Z [----] followers, [----] engagements


"$DMRC: Always liked when investors get straight to the point. (Much) more like that in tomorrows Catalyst Watch"  
[X Link](https://x.com/realLigerCub/status/1913953293744693441)  2025-04-20T13:49Z [----] followers, [----] engagements


"With $CURI continuing to rip heres an overview of my recent write-up. The podcast generated by NotebookLM even interpreted [--] of the [--] exhibits. Also attaching a quick pitch from Jan [--] that preceded the write-up: CURI a busted de-SPAC formed by Discovery Channel founder John Hendricks offers on-demand factual streaming content. The company has achieved eight consecutive quarters of improved FCF the last three of which were positive while maintaining a cash-heavy debt-free balance sheet and a minority stake in Nebula the largest creator-owned internet streaming platform. At last weeks Needham"  
[X Link](https://x.com/realLigerCub/status/1914726378919854211)  2025-04-22T17:01Z [----] followers, [----] engagements


"$FTCI: Not baaaaaaaad New write-up My eighth write-up dives into FTC Solar Inc. (NasdaqCM:FTCI) a global provider of solar tracker systems. To address potential concerns about renewable companies due to Trumps reelection Ive pasted below the policy outlook shared by Yann Brandt FTCIs new CEO https://t.co/98zIsCouP3 New write-up My eighth write-up dives into FTC Solar Inc. (NasdaqCM:FTCI) a global provider of solar tracker systems. To address potential concerns about renewable companies due to Trumps reelection Ive pasted below the policy outlook shared by Yann Brandt FTCIs new CEO"  
[X Link](https://x.com/realLigerCub/status/1917923186500579346)  2025-05-01T12:44Z [----] followers, [----] engagements


"$PAR is now up 50% since covered in June. FWIW that write-up has always been free and is available for download here: To cover my losers too my next post will be titled "STRM for Dummies." Yes Im a proud $STRM loser and I still believe itll recover. https://www.byronstreetresearch.com/p/par https://www.byronstreetresearch.com/p/par PAR Technology Corp. (NYSE:PAR) A month ago I published my first write-up on $MBUU a company in a downtrend since March [----]. Just two trading days later it hit its 4y low and may (or may not) be starting its recovery with a first +20% return. Now amid the"  
[X Link](https://x.com/realLigerCub/status/1920872356177649786)  2025-05-09T16:03Z [----] followers, [----] engagements


"@stockgutter V bullish commentary. 100k above guidance. Record for 1Q after a record in any quarter during 4Q. Growth should be accelerating throughout the year. +5% yoy despite a -26% headwind in retail"  
[X Link](https://x.com/realLigerCub/status/1922397921506435324)  2025-05-13T21:05Z [----] followers, [---] engagements


"Boom 💥 MDaudit to acquire all outstanding shares of $STRM for $5.34 per share in cash a premium of 138% to Streamlines closing price on May [--] [----]. At a slight loss but this painful journey comes to a somewhat happy end. Last week $RCM was acquired for $8.9bn (3x+ sales). In comparison $STRM trades at just 1x sales or 1.5x ARR despite promising recent developments. How could things play out from here Near-term pressure: Potential tax-loss selling may weigh on the stock. Guidance Last week $RCM was acquired for $8.9bn (3x+ sales). In comparison $STRM trades at just 1x sales or 1.5x ARR"  
[X Link](https://x.com/realLigerCub/status/1928065028420247966)  2025-05-29T12:24Z [----] followers, [----] engagements


"Attaching all four pages. $STRM at these levels was an absolute no-brainer. FWIW the business was a lone player in the mid-RCM space with Oracle trying to outpace Epic heavily promoting its solutions. Amid restructuring efforts CHS its top client terminated its contract. With the concentration risk gone I jumped in. Still more churn followed due to lower hospital IT spend. Was working on an "STRM for Dummies" post to walk through a loser but they moved faster. Will profile $PLAY instead. $PAR is now up 50% since covered in June. FWIW that write-up has always been free and is available for"  
[X Link](https://x.com/realLigerCub/status/1928075004173762805)  2025-05-29T13:04Z [----] followers, [----] engagements


"$QRHC has faced customer attrition largely due to acquired clients in its non-core mall and shopping center business. The good news This business was divested just two weeks after my write-up though the impact hasnt yet shown up in the financials. To make sense of the disconnect I'm attaching a breakdown of all quantified new national accounts reflecting "more client activity than ever in the company's history." Meanwhile the new management team has prioritized debt repayment over opportunistic M&A supported by mean reversion in its elevated DSOs. With the Russell exclusion already priced in"  
[X Link](https://x.com/realLigerCub/status/1928448306364993580)  2025-05-30T13:47Z [----] followers, [----] engagements


"Awesome stuff from @finance_schmidt. Since I forgot to promote Catalyst Watch #11 let this be a reminder that these are exactly the types of events it tracks. $BW was flagged [--] weeks ago. It's now up 184%. Today we want to share with you the very current case study of $BW from our co-founder @finance_schmidt to show you how you can use Tracktacle to your advantage. 🧵 https://t.co/CAIF0Veves Today we want to share with you the very current case study of $BW from our co-founder @finance_schmidt to show you how you can use Tracktacle to your advantage. 🧵 https://t.co/CAIF0Veves"  
[X Link](https://x.com/realLigerCub/status/1930696154297114625)  2025-06-05T18:40Z [----] followers, [----] engagements


"Long Cast Advisers Letter to $QRHC Chairman "Of our (now less) material holdings QRHC (3% of the portfolio at current prices) most dominates my headspace. It is one of our longest held portfolio positions. There is a lot of money to be made here this could be an incredible platform company - if they can figure out the very figure-out-able solution to their technology deficit. Going back to when we first started buying the stock Ive long (and forcefully) suggested they optimize their technology spend since they cant scale revenues without it. Management has done some things right to create"  
[X Link](https://x.com/realLigerCub/status/1933576732512051328)  2025-06-13T17:26Z [----] followers, [----] engagements


"This stupid market wont even let me sound modest. $PLAY has fully recovered. Jokes aside the SSS inflection is real. Attaching all four pages. $STRM at these levels was an absolute no-brainer. FWIW the business was a lone player in the mid-RCM space with Oracle trying to outpace Epic heavily promoting its solutions. Amid restructuring efforts CHS its top client terminated its contract. https://t.co/aZQJoq0qtf Attaching all four pages. $STRM at these levels was an absolute no-brainer. FWIW the business was a lone player in the mid-RCM space with Oracle trying to outpace Epic heavily promoting"  
[X Link](https://x.com/realLigerCub/status/1934638309671608830)  2025-06-16T15:44Z [----] followers, [----] engagements


"@pminvest288 @HydreightIV I'd flip the order. First scale then consider uplisting"  
[X Link](https://x.com/realLigerCub/status/1938545461930938839)  2025-06-27T10:30Z [----] followers, [--] engagements


"Catalyst Watch is now fully comprehensive tracking all press releases 8-K filings earnings reports and call transcripts across North America. Its already 70+ pages. Two must-bookmark resources that make my life much easier: For tracking press releases: (@majgeoinvesting @TeamPraaP) For tracking 8-K filings: (@vganeshshankar @stockinsightsai) https://www.stockinsights.ai/ https://microcapresearch.com/ https://www.stockinsights.ai/ https://microcapresearch.com/"  
[X Link](https://x.com/realLigerCub/status/1942217437895667735)  2025-07-07T13:41Z [----] followers, [----] engagements


"The Anatomy of the Perfect Investment Workstation ThinkPad X1 Carbon [--] Dell UltraSharp 27" 4K Monitors ThinkPad TrackPoint Keyboard II ThinkPad Bluetooth Silent Mouse ThinkPad X1 ANC Headphones Herman Miller Aeron Chair Herman Miller Sit-to-Stand Desk ThinkPad Thunderbolt [--] Dock What would you change"  
[X Link](https://x.com/realLigerCub/status/1946656532390633753)  2025-07-19T19:40Z [----] followers, 40.9K engagements


"@atelicinvest ThinkPad Piano"  
[X Link](https://x.com/realLigerCub/status/1946677769464631592)  2025-07-19T21:05Z [----] followers, [---] engagements


"@dolores_capital @DMetropolitan We were aligned on $CURI - he wasnt allowed to pull the trigger w/o notifying Liger first"  
[X Link](https://x.com/realLigerCub/status/1948212763592946133)  2025-07-24T02:44Z [----] followers, [---] engagements


"Catalyst Watch is now also a searchable database allowing you to look up tickers events or any keyword of your choice. Populated with hundreds of the most interesting press releases from the past six months updated weekly it's the single most efficient way to source microcap ideas. As an example Ive attached the search results for "SPCB" as of last week showing its price evolution. Each press release presented an additional investment opportunity. On Monday it was once again flagged with arguably its most important release since March"  
[X Link](https://x.com/realLigerCub/status/1973407953584541849)  2025-10-01T15:21Z [----] followers, [----] engagements


"Press Releases 101: Ignore all companies w/ the following words in their names Resources Mining Ventures Minerals Mines Discovery(-ies) Exploration Metals Gold Goldcorp Silver Uranium Copper Nickel Lithium Helium Potash Graphite Ore Zinc Rare Earths Phosphate Hydrogen Petroleum Blockchain Fund Trust Royalties Therapeutics Biotechnologies Biotech Biolabs. Was kind enough to trim the list down to the essentials"  
[X Link](https://x.com/realLigerCub/status/1976991520054972667)  2025-10-11T12:41Z [----] followers, [----] engagements


"@vlusinvest Pre-rev commodity-dependent capital intensive inherently susceptible to serial money raising activities"  
[X Link](https://x.com/realLigerCub/status/1976993544746549493)  2025-10-11T12:49Z [----] followers, [---] engagements


"$MBUU Q1 [----] Adj. EPS $0.08 Beats $(0.08) Estimate Sales $171.580M Beat $165.083M Estimate"  
[X Link](https://x.com/realLigerCub/status/1851963004973113385)  2024-10-31T12:22Z [----] followers, [---] engagements


"$CDMO to be acquired by GHO Capital Partners and Ampersand Capital Partners in a $1.1bn deal Matt Hewitt of Craig-Hallum says the acquisition of CDMO highlights the attractiveness of the sector and encourages investors to dig in on $LFCR an under the radar CDMO with a new management team new capacity and sterile syringe fill/finish capabilities currently trading at 2.7x EV/FY25E revenues or 27x EV/FY25E EBITDA. Lifecore Biomedical Inc. (NasdaqGS: LFCR) $LFCR has recently experienced a rollercoaster of events. In just the past few quarters this company has faced more major episodes than most"  
[X Link](https://x.com/realLigerCub/status/1854539556537635238)  2024-11-07T15:01Z [----] followers, [----] engagements


"Is it time for a "PARs Path to $100+" follow-up @jonrice80 I first came across $PAR through a Greenhaven Road letter but decided to dive deeper after reading Voss Capital's "PARs Path to $80 Redux." Its simply the best write-up on PAR far ahead of anything else out there. If you havent read it yet do so ASAP and subscribe. As we move past $80 a "PAR's Path to $100+" might land in your inbox soon"  
[X Link](https://x.com/realLigerCub/status/1870146376404804097)  2024-12-20T16:36Z [----] followers, [----] engagements


"New Write-Up Its time for a controversial slightly larger-cap pick. $INMD has experienced a series of earnings misses and guidance cuts with the latest occurring just yesterday. Some time ago it was even the target of a short report. However it now seems that no negative news can push the stock much further down thanks to the companys massive cash reserves and strong FCF generation. Do not be fooled by my frequent performance reviews; Ive chosen to publish monthly to provide brief commentary and keep up with the news flow. [----] is likely to be a challenging year for big-ticket aesthetic"  
[X Link](https://x.com/realLigerCub/status/1877367882218353150)  2025-01-09T14:52Z [----] followers, [----] engagements


"$INMD closes up 5% after announcing its third consecutive 10% buyback program. DOMAs message has certainly been received loud and clear. New Write-Up Its time for a controversial slightly larger-cap pick. $INMD has experienced a series of earnings misses and guidance cuts with the latest occurring just yesterday. Some time ago it was even the target of a short report. However it now seems that no negative https://t.co/dzM7wvQFmO New Write-Up Its time for a controversial slightly larger-cap pick. $INMD has experienced a series of earnings misses and guidance cuts with the latest occurring just"  
[X Link](https://x.com/realLigerCub/status/1886886220162052401)  2025-02-04T21:15Z [----] followers, [----] engagements


"New Write-Up A few weeks ago I published a surface-level review of $CURI ranking it as Highest Priority while placing it behind a paywall and redacting the name for free subscribers. It was clear from the start that unless a major red flag emerged during the deep dive process this would be the focus of my next write-up. Fast forward to today CURI is already up 30% having increased its dividend by 20%. Yet it remains a classic low risk high uncertainty opportunity offering strong downside protection and unlimited potential for upside surprises. Theres no time to waste so lets dive in."  
[X Link](https://x.com/realLigerCub/status/1890041169176113245)  2025-02-13T14:11Z [----] followers, [----] engagements


"Short-Selling Framework: What to Look For"  
[X Link](https://x.com/realLigerCub/status/1890472933094506938)  2025-02-14T18:47Z [----] followers, 33.8K engagements


"Hedge Fund Headhunters"  
[X Link](https://x.com/realLigerCub/status/1906398374410023236)  2025-03-30T17:29Z [----] followers, 250.9K engagements


"$CNTM: "Received a non-binding proposal from its three largest institutional investors to acquire the company and take it private at $1.60 per share in cash implying a $46.5mm equity valuation. All three investors have been long-term holders since [----] and recently increased their ownership significantly. Separately another institutional investor acquired 3.5% of the company bringing total institutional ownership to 49.9% up from 18.7% just a month ago." Catalyst Watch #3 is out [--] Actionable Event-Driven Setups + [--] Quick Pitches This offering is a game changer. Think of it as a manageable"  
[X Link](https://x.com/realLigerCub/status/1909350119511572495)  2025-04-07T20:58Z [----] followers, [----] engagements


"With Catalyst Watch you can quickly see whether this weeks event-driven opportunities were flagged in previous issues. Take $CNTM (a company I know nothing about). It first announced a major buyback then secured a promising contract followed by a compelling buyout offer that was later revised even higher. Now it reduced its debt further. Throughout institutional ownership kept rising. While Ive passed on it each time Im now forced to dig in. Below are all prior flags in chronological order: - March [--] 2025: Secured its first of several expected India projects through a strategic partnership"  
[X Link](https://x.com/realLigerCub/status/1914697196525527472)  2025-04-22T15:05Z [----] followers, [----] engagements


"New Write-Up (Finally) $NURS is a 50-state mobile healthcare and telemedicine company with a clinical network of over [----] nurses more than [---] independent doctors and a suite of federally regulated pharmacies. Initially launched as an Uber for nurses enabling licensed healthcare professionals to provide compliant services outside of traditional location-based settings the company has since evolved into a Shopify for healthcare allowing anyone including non-traditional brick and mortar entities to bypass regulatory hurdles nationwide. With its base business alone projected to sustain its"  
[X Link](https://x.com/realLigerCub/status/1925906164446872056)  2025-05-23T13:26Z [----] followers, 63.9K engagements


"All my write-ups assume a basic level understanding of the covered companies and their underlying economics. For $NURS Ive included a FAQ below to address some introductory questions not covered in the main text: [--]. What problem does NURS solve overall At its core NURS is a fully licensed 50-state medical company. Over the past few years it has invested heavily in navigating the complex healthcare legal landscape across all [--] states securing regulatory approvals from nursing medical and pharmacy boards nationwide. Additionally healthcare professionals and businesses must be LegitScript"  
[X Link](https://x.com/realLigerCub/status/1925965430323057003)  2025-05-23T17:21Z [----] followers, [----] engagements


"After gaining temporary traction a few months ago it seems no one cares about $NURS anymore. So why does this opportunity still exist [--]. Exponential growth from the newly launched VSDHOne platform isnt reflected in the financials yet. [--]. Theres still significant confusion around its net profit share agreements with related parties partly due to its 50-state medical structure and complex business model which keeps most investors from gaining conviction. [--]. The company is majority owned by Victory Square a public VC incubator that according to some investors has a history of overpromising on"  
[X Link](https://x.com/realLigerCub/status/1927030760097095880)  2025-05-26T15:55Z [----] followers, [----] engagements


"Legacy biz continues growing at 30%+ w/ $NURS securing "new customers for VSDHOne positioning it strongly to hit its year-end goals with the number of orders." Key priorities for the remainder of [----] include: [--]. Focusing on growth across three verticals [--]. Achieving profitability and sustaining positive adj. EBITDA [--]. Expanding offerings across genetic testing anti-aging and mental wellness [--]. Driving onboarding of high-volume franchise and D2C partners [--]. Pursuing strategic tuck-in M&A opportunities and investments As a reminder last years key priorities (1) achieving profitability (2)"  
[X Link](https://x.com/realLigerCub/status/1928783436325498956)  2025-05-31T11:59Z [----] followers, [----] engagements


"A Sample of VSDHOne Clients If $NURS achieves even a fraction of its 1.3mm order goal say 250k orders it would still translate to 200%+ growth in 2H25 (10x Q4 run-rate EPS). Weve been able to identify [---] licensees out of the [---] that are reportedly already sold. Many of these clients operate nationwide servicing all [--] states. Below are three examples of promising new entrants into the telehealth space all of which are currently running active ad campaigns across major social media platforms: Valor Wellness Valor Wellness is a newly launched brand but its founders have provided medical"  
[X Link](https://x.com/realLigerCub/status/1937869960681816358)  2025-06-25T13:46Z [----] followers, 14.9K engagements


"Yday $NURS.V agreed to acquire an initial 5% stake in Perfect Scripts in exchange for 2.25mm shares. As part of the agreement they will partner to launch a 503B pharmacy and Hydreight will receive the lowest pricing on all products sold or made available by Perfect Scripts. Tbh I was initially worried about a potential toxic raise for this anticipated deal but they were never going to over-dilute VST. In short VSTs stake is both a blessing and a curse. For context Im pasting below the relevant excerpt from my write-up: Regarding margins the companys goal has consistently been to apply a"  
[X Link](https://x.com/realLigerCub/status/1945153880519540746)  2025-07-15T16:09Z [----] followers, 10.3K engagements


"$CURI Reports 53% Year-Over-Year Revenue Increase to $19 Million for Q2 2025"  
[X Link](https://x.com/realLigerCub/status/1952826071491199458)  2025-08-05T20:16Z [----] followers, [----] engagements


"There are multiple ways to generate ideas. For sub-$100M microcaps however that are inherently less discovered by institutions you dont have investor letters or 13Fs. And if youre targeting less crowded opportunities write-ups wont help much either. Thats why press releases combined with call transcripts remain my primary idea gen source. To complete the picture Ive added a database of insider purchases over $25K in revenue-generating microcaps with all trades going back to March aligning with the same coverage period used for press releases. Like the press release database this page is"  
[X Link](https://x.com/realLigerCub/status/1975567099486478531)  2025-10-07T14:21Z [----] followers, 26.5K engagements


"FREE New Write-Up Earlier today I introduced my new write-up structure with $TZOO removing the paywall for this week only so everyone can read the thesis and interact with the model. As mentioned the goal of stock pitching is to communicate an actionable idea effectively and concisely not to deliver lengthy book reports. Thats why I've adopted a one-pager format that mirrors the structure of sell-side equity research reports. Specifically I initiated coverage of Travelzoo (TZOO) with a Buy rating and a $16.83 target price. In March I passed on it due to minimal visibility around the long-term"  
[X Link](https://x.com/realLigerCub/status/1976702026013663307)  2025-10-10T17:31Z [----] followers, [----] engagements


"Updated Report on $NURS.V Just published an earnings preview on NURS raising my price target to C$9.50. We are now approaching a critical point awaiting Q3 results. We expect to see initial VSDHOne traction but [----] targets and AOV commentary will be equally if not more important. NURS continues to present a particularly asymmetric profile even after more than doubling since first covered in May. The thesis is playing out largely as expected with the company executing according to plan. Recent strategic decisions however have altered the companys short-term algorithm and visibility into its"  
[X Link](https://x.com/realLigerCub/status/1978846544804651459)  2025-10-16T15:32Z [----] followers, 21.5K engagements


"@TeamPraaP Adding the missing 4: ✅ Starts with "Hong Kong" or "City China/CN." ✅ Mentions deadly words like "crypto" "stablecoin" "digital asset(s)" "quantum" etc. ✅ Its the 10th press release for the week. ✅ "Significant" contract award in the millions. Still losing billions"  
[X Link](https://x.com/realLigerCub/status/1979616714909471101)  2025-10-18T18:32Z [----] followers, [---] engagements


"Initiating coverage of CEMATRIX Corporation Buy rating $0.82 target price. CEMX is a company that doesnt screen well on LTM fundamentals and most investors dismiss it as excessively lumpy. Zooming out however the flywheel effect of product validation from prior project successes becomes apparent despite a capital-intensive business model transition that resulted in a multi-year relatively range-bound performance. Now the setup is different. The company has a new CEO its balance sheet has improved and shares were reduced for the first time in its history. The seasonally low [----] is setting the"  
[X Link](https://x.com/realLigerCub/status/1981735443444924793)  2025-10-24T14:52Z [----] followers, [----] engagements


"@BusyEmpires 😂 - It was actually a solid quarter. Earnings review coming soon. $TZOO"  
[X Link](https://x.com/realLigerCub/status/1983406136096436337)  2025-10-29T05:30Z [----] followers, [--] engagements


"Updated report on $TZOO incl. special commentary from @boujee_banker. Add rating price target roughly unchanged at $16.75. TZOO reported Q3 results on Tuesday reflecting the near-term volatility typical of companies in the early stages of a subscription model transition. The stock was hammered in what appears to be an overreaction to a largely anticipated scenario with mostly positive long-term implications. Specifically Q3 was expected to mark a bottoming quarter characterized by elevated marketing spend and distressed inventory purchases. Indeed direct member acquisition costs rose from"  
[X Link](https://x.com/realLigerCub/status/1983928464731197488)  2025-10-30T16:06Z [----] followers, [----] engagements


"Great to see $NURS.V as a more current discovery cycle example than $XPEL. For context @PaulAndreola profiled XPEL on @MicroCapClub [--] years ago now a 97-bagger the platforms all-time top performer. A mysterious Liger Cub profiled NURS in May @ C$1.61. Were close - just 32x more needed. Second pic from @iancassels Art and Investing presentation"  
[X Link](https://x.com/realLigerCub/status/1984282499355156653)  2025-10-31T15:33Z [----] followers, 10.6K engagements


"$CEMX.TO Q3 results coming next week. What to expect - (1/2: Revenues) CEMX expects a record year. Exceeding the previous peak by just 1% under typical seasonality trends would imply $20.5M in Q3 revenues. But let's break it down. CEMX initially guided for $40M+ in FY23 revenues its previous peak incl. $30M from large contracts. They ultimately reported $53.3M but lets assume $10M for the companys seasonally strongest quarter roughly flat yoy. Then add contributions from the major U.S. Midwest tunnel grouting project (June start) and the $22M North Carolina project (July start). Assuming a"  
[X Link](https://x.com/realLigerCub/status/1984313194941419833)  2025-10-31T17:35Z [----] followers, [----] engagements


"$NURS.V - Get ready for tomorrows @MicroCapClub Business Breakdowns with Hydreight Technologies hosted by @AKWilk and co-hosted by @charlesbhutch who replaces my anon self as an early investor and by far the most qualified for the convo"  
[X Link](https://x.com/realLigerCub/status/1985663515458207941)  2025-11-04T11:00Z [----] followers, 10.6K engagements


"$CEMX.TO reports today AMC. What to expect - (2/2: Margins) H2 will be heavily weighted toward larger competitive projects which typically carry lower gross margins. As a result management expects "to see margins drop a little bit." Assuming a 5% gross margin compression vs. H1 this would bring gross margins to the midpoint of what appears to be a longer-term 25-30% range. That said scale economies on a significantly larger revenue base should help offset this allowing the fixed-cost hurdle to be surpassed more quickly and EBITDA margins to expand. In other words even though "project margin"  
[X Link](https://x.com/realLigerCub/status/1986143627941216551)  2025-11-05T18:48Z [----] followers, [----] engagements


"$CEMX.TO - Russell Stanley at Beacon raises PT from C$0.55 to C$0.65 on strong Q3. "As of writing the stock is down 10% on over 2x normal volume on a risk-off Thursday presenting investors with a compelling buying opportunity." Russell is still the only analyst covering the stock and is really doing a fantastic job. For context Q3 revenues came in at C$15.3M with a large contract modification that allowed a customer to purchase its own cement having a negative $4.1M impact. On a pro forma basis revenues were C$19.4M vs. Beacon's C$17.3M and Byron Street's C$20.5M ests. Importantly the"  
[X Link](https://x.com/realLigerCub/status/1986741886522900512)  2025-11-07T10:25Z [----] followers, [----] engagements


"$CURI reports Q3 today AMC. AI licensing is more sustainable than the market currently gives credit for. Dont forget RSUs imply H2 revs of $37.5M+ vs. cons. of $34.4M. New Write-Up A few weeks ago I published a surface-level review of $CURI ranking it as Highest Priority while placing it behind a paywall and redacting the name for free subscribers. It was clear from the start that unless a major red flag emerged during the deep dive https://t.co/cFr7ddTZcG New Write-Up A few weeks ago I published a surface-level review of $CURI ranking it as Highest Priority while placing it behind a paywall"  
[X Link](https://x.com/realLigerCub/status/1988564977695813674)  2025-11-12T11:10Z [----] followers, [----] engagements


"Sold early but solid quarter for $FTCI New write-up My eighth write-up dives into FTC Solar Inc. (NasdaqCM:FTCI) a global provider of solar tracker systems. To address potential concerns about renewable companies due to Trumps reelection Ive pasted below the policy outlook shared by Yann Brandt FTCIs new CEO https://t.co/98zIsCouP3 New write-up My eighth write-up dives into FTC Solar Inc. (NasdaqCM:FTCI) a global provider of solar tracker systems. To address potential concerns about renewable companies due to Trumps reelection Ive pasted below the policy outlook shared by Yann Brandt FTCIs"  
[X Link](https://x.com/realLigerCub/status/1988615902707732644)  2025-11-12T14:32Z [----] followers, [----] engagements


"$IDN up 40%+ and $CURI up 25%+ on strong earnings. IDN was first covered back in Dec while CURI was written around the same time by the great @DMetropolitan in Feb. Both entirely undiscovered at the time"  
[X Link](https://x.com/realLigerCub/status/1988986611854626940)  2025-11-13T15:05Z [----] followers, [----] engagements


"@FrehrInvest & https://www.byronstreetresearch.com/p/nurs-update-1 https://www.byronstreetresearch.com/p/nurs https://www.byronstreetresearch.com/p/nurs-update-1 https://www.byronstreetresearch.com/p/nurs"  
[X Link](https://x.com/realLigerCub/status/1989805617985589426)  2025-11-15T21:20Z [----] followers, [--] engagements


"What's the maximum position size you're willing to take 5-10% 10-15% 20%+ 15-20% 5-10% 10-15% 20%+ 15-20%"  
[X Link](https://x.com/realLigerCub/status/1991530716627337690)  2025-11-20T15:34Z [----] followers, [----] engagements


"$TZOO is now caught in four layers of technical or irrational selling pressure: (1) tax-loss harvesting (2) upcoming Russell deletion (3) insider selling and (4) a post-earnings selloff. [--]. The stock is down 67% YTD. Back in March I passed on the company due to minimal visibility around the long-term adoption of its premium subscription model coupled with persistent insider selling. Since then not only has visibility improved but the stock has also been beaten down just ahead of top-line acceleration and significant operating leverage. [--]. After being added to the Russell last year the"  
[X Link](https://x.com/realLigerCub/status/1991882138220740766)  2025-11-21T14:51Z [----] followers, [----] engagements


"@CloneShameless I dont see anything negative tbh - so far they've executed their plan w mathematical precision. P.S. The chart assumes 225k orders in Oct"  
[X Link](https://x.com/realLigerCub/status/2001631184514879683)  2025-12-18T12:30Z [----] followers, [---] engagements


"@GeoInvesting @leevalueroach @charlesbhutch @elg @charlesbhutch is a legend - tried to convince me and ofc. I missed the opp"  
[X Link](https://x.com/realLigerCub/status/2009346914941280347)  2026-01-08T19:30Z [----] followers, [---] engagements


"@joinyellowbrick @GeoInvesting @leevalueroach @charlesbhutch @elg he only speaks to lawyers sorry"  
[X Link](https://x.com/realLigerCub/status/2009349893002072274)  2026-01-08T19:42Z [----] followers, [---] engagements


"BLOOMBERG KILLERS In the past you had no choice. Open your BBG terminal grab your HP 12C and hunt. Now Bloomberg has real competition at the high end w/ LSEG Cap IQ and FactSet. And forget the HP 12C. Excel is all you need. But what if the cost is still too high Good news. Plenty of free alternatives now replicate much of what BBG offers if you are willing to put in a little extra effort. Attaching [--] websites that are either free or offer extensive free functionalities. P.S. FinTwit has done its part. @joinyellowbrick stands out as an essential buy-side tool w/ a particularly accessible"  
[X Link](https://x.com/realLigerCub/status/1893705447007502755)  2025-02-23T16:52Z [----] followers, 250.4K engagements


"$NURS.V - If the trend continues. Updated Report on $NURS.V Just published an earnings preview on NURS raising my price target to C$9.50. We are now approaching a critical point awaiting Q3 results. We expect to see initial VSDHOne traction but [----] targets and AOV commentary will be equally if not more https://t.co/h8XoouzE4I Updated Report on $NURS.V Just published an earnings preview on NURS raising my price target to C$9.50. We are now approaching a critical point awaiting Q3 results. We expect to see initial VSDHOne traction but [----] targets and AOV commentary will be equally if not more"  
[X Link](https://x.com/anyuser/status/1981249862302683519)  2025-10-23T06:42Z [----] followers, 20.7K engagements


"RT @MicroCapClub: In [----] our members continue to crush it. 🙏 This is just the best performing companies profiled in [----]. Still on a nice"  
[X Link](https://x.com/realLigerCub/status/1999098008634376451)  2025-12-11T12:44Z [----] followers, [--] engagements


"RT @joinyellowbrick: Top [--] YB Elite Investor Pitches for 2025: $RKLB +316% by Clearbridge Small Cap Growth $LASR +284% @antarcticapital $Z"  
[X Link](https://x.com/realLigerCub/status/2006063206926532724)  2025-12-30T18:01Z [----] followers, [--] engagements


"RT @joinyellowbrick: Added [--] new stock write-ups to the site (pt 2): @realLigerCub (Catalyst Monitor) - $SILC $SPCB $MOJO $AMPG $TBTC"  
[X Link](https://x.com/realLigerCub/status/2011877141772976399)  2026-01-15T19:04Z [----] followers, [--] engagements


"RT @AlmostMongolian: $nurs.v announces $10 million PP. and Shafin posted an explanation on Discord: I'm seeing people already criticising"  
[X Link](https://x.com/realLigerCub/status/2012163613977391246)  2026-01-16T14:02Z [----] followers, [--] engagements


"$NURS.V $NURS.V I expect Q3 revenues of $C10m - $C13m ($5m - $C7.5m from VSDHOne assuming $C25-$C30 per order). Some September orders wont reach customers in time for Q3. Expecting order size to reach $C40 per order by end of the year and to $C60-$C80 in [----] along 5m+ orders in [----]. $NURS.V I expect Q3 revenues of $C10m - $C13m ($5m - $C7.5m from VSDHOne assuming $C25-$C30 per order). Some September orders wont reach customers in time for Q3. Expecting order size to reach $C40 per order by end of the year and to $C60-$C80 in [----] along 5m+ orders in 2026"  
[X Link](https://x.com/anyuser/status/1993808892594409736)  2025-11-26T22:27Z [----] followers, 16.7K engagements


"RT @onecentinvest: Pretty rare to find a microcap company that lives up to the hype. $NURS.V is a very popular stock but these earnings al"  
[X Link](https://x.com/anyuser/status/1993850872573644907)  2025-11-27T01:14Z [----] followers, [--] engagements


"Do you have a model handy for all your holdings Yes No Yes No"  
[X Link](https://x.com/anyuser/status/1995202394565570866)  2025-11-30T18:44Z [----] followers, [----] engagements


"Will be available on my blog or individually at the link below but itll get more useful as more companies are added: https://models.byronstreetresearch.com/ https://models.byronstreetresearch.com/"  
[X Link](https://x.com/anyuser/status/1997753673338982486)  2025-12-07T19:42Z [----] followers, [----] engagements


"$MIND - New Watchlist Model Formerly known as Mitcham Industries MIND is a global provider of maritime technology products for exploration survey and defense applications. After divesting its Klein unit in [----] and exiting from its legacy seismic land leasing operations in [----] the company transformed into a pure-play marine technology provider with Seamap as its sole reportable segment. At the same time it materially improved its balance sheet by eliminating its preferred stock overhang and repaying high-cost debt. However despite a consistent multi-year bottom-line improvement ultimately"  
[X Link](https://x.com/anyuser/status/2001310249005834344)  2025-12-17T15:15Z [----] followers, [----] engagements


"Catalyst Watch just hit its 40th issue and Ive removed the paywall for Christmas. Below are this week's most actionable microcap press releases in North America: [--]. Progressive Planet Solutions Inc. - $ASHX.F Diversified Metals & Mining $0.24 $34.0M Earnings Results: Provided Q2 [----] highlights (FYE Apr) with revenue impacted by a previously disclosed temporary shutdown of three of four production lines to prepare for November production of new SKUs and to install a new robotic palletizer delivered this summer. The planned shutdown shifted some production and sales from October [----] into"  
[X Link](https://x.com/anyuser/status/2003124320327921812)  2025-12-22T15:23Z [----] followers, [----] engagements


"Uploaded the following investment classics into NotebookLM. Have I just created a real superinvestor or will the value guys end up fighting the growth ones [---] Baggers - Christopher W. Mayer A History of the Theory of Investments - Mark Rubinstein A Random Walk Down Wall Street - Burton G. Malkiel Against the Gods Peter L. Bernstein Beating the Street - Peter Lynch Best Practices for Equity Research Analysts - James Valentine Capital Ideas - Peter L. Bernstein Capital Ideas Evolving - Peter L. Bernstein Common Stocks and Uncommon Profits - Philip A. Fisher Competition Demystified - Bruce"  
[X Link](https://x.com/anyuser/status/2003463852214587844)  2025-12-23T13:52Z [----] followers, 36.3K engagements


"$AMPG - New Watchlist Model AMPG is a designer and manufacturer of advanced radio-frequency and microwave signal-processing components and systems for satcom 5G telecom defense and quantum computing applications. After years of modest revenues heavy R&D spend and consistent dilution the company has consolidated around two core product lines 5G ORAN radios and signal amplifiers entering a rapid growth phase as the only U.S.-based vertically integrated supplier of low-noise amplifier technology and 5G infrastructure components. Early commercialization traction and validated market demand have"  
[X Link](https://x.com/anyuser/status/2003844111611134203)  2025-12-24T15:04Z [----] followers, [----] engagements


"With $NURS.V back to May-level pessimism I've been thinking about how the market might react if it learned with evidence that the company is onboarding or has already onboarded: A licensee with 200K+ members ranked #1 in several high-profile industry rankings Another with 100K+ users featured across major national media outlets Several additional licensees with thousands of members including non-GLP-1 platforms What if each one of them has numerous excellent TrustPilot reviews What if the company's entire tech stack were explained in plain language"  
[X Link](https://x.com/anyuser/status/2004562730141765909)  2025-12-26T14:39Z [----] followers, [----] engagements


"If you're expecting C$200M+ you might end up right but temper your expectations for next week. $NURS.V $NURS will have their guidance delayed until end of the next week at least they need to close the financing first. $NURS will have their guidance delayed until end of the next week at least they need to close the financing first"  
[X Link](https://x.com/anyuser/status/2014658097478795394)  2026-01-23T11:14Z [----] followers, [----] engagements

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