Equity @equityst
In deep love with tech 💻, startups 🛠 and the visionary founders 🧙 making magic happen ✨ Super tiny angel investor in 2 startups 🤩 Joined September 2012-
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Latest psychedelics industry journal highlights $STIM competitive advantages ahead of adoption wave. As companies like $CMPS and $GHRS (and $ATAI under $LLY) bring drugs to market, providers will be challenged to staff up and navigate regulatory complexity. Through its establish clinic network and experience with SPRAVATO, $STIM already has the capacity and expertise to execute on this. This makes them a trusted partner for the drug companies and also positions them to benefit from substantial margin expansion as we began to see last quarter even before psychedelics launches (excess clinic capacity means incremental treatments drive significant margin expansion). psychedelicalpha.com/news/the-psych…
A potential 3 or 4x bagger from @GurkiratSpeca... An extremely well articulated pitch. $OMSE
3/7 A 3 or 4x MultiBagger set-up from Singapore with a wild history. The CEO worked inside the Co. for 10 yrs, led a buyout & bought it for $2M vs. assets worth over $50M . He owns 62% and takes no stock comp. $OMSE: ~$180M market cap. $154M cash. No debt - @GurkiratSpeca
@BetterIRR $OMSE Trading at cash+PPE+backlog*margins, and backlog is at a contract cycle gap trough.
Former Senior Manager at Copart on why members beg for their $CPRT account back
Former SVP at GEICO on the 74% rule that keeps $CPRT volume growing
I just bought Copart. $CPRT It's not a small cap, but the setup is too asymmetric for me to pass up. I spent the last month and a half writing a deep dive on the company and the sector. As always, everything is backed by argument, sourced, with explicit assumptions. 55k words that will leave you knowing the company better than 99% of its investors, and give you my entire thesis. Link below/in bio. Have fun.
Been digging through Q2 2026 investor letters. Cash-rich duopolies, overlooked breakups and turnarounds with multibagger potential. Here are my top 10 picks🧵
Timber REITs look dirt cheap here. Stocks near 5-year lows. Yields that match close to treasuries but you own massive swaths of land and the timber keeps growing and accruing value. Price to acre at historic lows. What am I missing here? Seems like if you have a pile of cash you should own this kind of stuff instead of treasuries.
Dealing with a back injury so have some time. Some of the names I like these days:
$MCDIF is about to fix a major overhang, setting up a potential double. - Legacy loss-making EPC contracts nearly gone - $500m rights offering repairs the balance sheet - Better positioned to win contracts - ~3.2x 2027E EBITDA - Sale/IPO optionality Pitch by Alluvial Capital
$MRLN - is a physical AI pure play - (autonomous pilots) trading at 2x cash on its balance sheet…waymo of the skies. Genuinely think this microcap could be a large cap is they execute over the next 5 years….100x upside vs 100% downside, I like the asymmetry.
$MRLN Can confirm, the tech is real. Autonomous take off, flight, and landing on steroids. ✈️
$4440.T WITZ — embedded-software specialist (automotive functional safety, cybersecurity) growing OP +26% with net cash = 56% of market cap. ~3.6x EV/EBIT, 10.8x P/E. Top customers include Toyota, and Lasertec. Management owns 27%, dividend tripled in 5 years, beat initial guidance 4 of 5 years. Illiquid.
$UMAC Excerpt from "Drone companies, Trump admin leaders meet for first White House ‘Done Dominance’ meeting" from @BreakingDefense
Some of you might not be familiar with Niche Asset Management, a London-based investment boutique, as they tend to keep a low profile. They manage a few investment strategies. One is focused on small/microcap Japanese stocks trading at half of their NAV 🇯🇵 Once the stocks reach NAV they sell. They have a pretty decent track record - annualised 24.42% since inception in 2022. Below are the top positions (they have 123 holdings all together). Any of these companies worth researching?
I’m confident that Korea is the best pond to fish in right now. This opportunity will not stay open forever, so now is the time for sprinting! Therefore, I'm introducing a series where over the next 3-4 months, I'll write up every single one of Korea's current ~180 net nets.
$BOF just printed a record Q2 and Lake Street reiterated Buy, $6 PT. The 2% margin spooks people, but Costco already ran 43% this quarter. My full take 👇
Will cover the call details tmrw, but just spotted we got one of our first research coverage initiations as their analyst asked Q's. Good as barely anyone covers this name. Lake Street Capital, PT $6. Call in short: management very bullish on upcoming opportunities. Margins ugly
$MCB.TO Small adjustment: Every single metric except for gross margin.
1/2 $MCB.TO posted strong results despite the understandable negativity surrounding the stock in recent months. Every metric exceeded my expectations. Profitable with positive cash flow before working capital changes and... app.tracktacle.com/publication/NE…
One of my largest positions and pending top public idea of 2027 is $BORR. $10 pt.
$BORR with insider buy disclosures, with 1.5M purchased by Troim
Bill @wabuffo
36K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Joseph Metcalf @JosephTMetcalf
1K Followers 2K Following #Faith #Family #Lifeisanadventure Disruptive Tech, Ignore the Noise @abaxx_tech, @abaxx_exchange, @kurvinvest, @node_40, $BTC Creative-Visionary Prov 12:28
amíit @amitinvesxting
495 Followers 2K Following unemployed millionaire, free TG: https://t.co/PNgvDYWltE
Megan @6UckK0XeeX7ZW
203 Followers 6K Following Don’t be the girl who needs a man, be the girl a man needs.
Kamil Wroński @Kamil_Wronski_
212 Followers 609 Following Wieloletni inwestor giełdowy, MPW, CFA, entuzjasta opcji giełdowych. Piszę fajne rzeczy o opcjach giełdowych, tu: https://t.co/3sunsUCov7
Askeladden Capital @AskeladdenTX
9K Followers 2K Following Small-cap value investor with an AI-first process. Publisher of Poor Ash's Almanack (latticework of 100+ mental models). Strategic advisor to @RavensightAI
Helen @Helen__0422
5 Followers 144 Following Hi everyone, I'm Helen Lee. I'm from the vibrant financial city of Singapore and now live in London. My cross-cultural journey has given me a deeper understandi
Rómulo García @rogarmu8
136 Followers 398 Following On a mission to live off the ideas I build. Sharing every win, mistake, and lesson along the way. I follow back!
Kyle Adams @cevlkfinance
191 Followers 7K Following 29 | Investing to $1,000,000 in my taxable brokerage | Crazy enough to jump out of planes for fun | not financial advice
Alan Mackelprang @amackelprang
141 Followers 1K Following Prof of Operations Management at Georgia Southern
DanaPenn @6bcr788pePn8I4
28 Followers 1K Following
株価予測の科学 @Upiealhirw424
46 Followers 2K Following 【完全無料】 25年の株式投資プロチーム（運用資産500億円以上）が提供：毎日の市場分析レポート ＋ 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
Revau @Revau607931
24 Followers 2K Following
Dickie Bush🚢 @dlcklebush
203 Followers 4K Following Only private elite here, I will mainly talk about crypto market, price action analysis etc. Only for a few people main account @dickiebush
Proiekiem @Proiekiem40270
23 Followers 958 Following
株式市場分析 @Arfahorw089
38 Followers 2K Following 【完全無料】 25年の株式投資プロチーム（運用資産500億円以上）が提供：毎日の市場分析レポート ＋ 優良成長株のピックアップ。プロの情報を無料で。まずはお気軽にお問い合わせください。
STOCK MVP @M1ke10947310
169 Followers 6K Following Stock MVP software is designed to save you time when assisting stocks to invest in.
DayTradeAlerts🇺�... @Gieomo130
43 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Vleke @Vleke254
43 Followers 3K Following
SleepWellStocks🇺�... @Ifeaircarf1515
55 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Gertrude Lemke @GertrudeLe48728
139 Followers 5K Following
Psyop Capital @psyopcapital2
168 Followers 5K Following
Sara Hopps🇺🇲�... @sarahopps01
2K Followers 7K Following 🇺🇲 Proud American Patriot 🦅 Supporter Of Freedom And Liberty 🗽
Lorshyson @LorshysonU_gzG
25 Followers 759 Following
Lososoresh @Lososoresh3VKY
58 Followers 2K Following
Toni @Toni11443724
422 Followers 1K Following Seeking for Value Investing insights. Spanish private investor.
McShogee @McShogee79906
39 Followers 1K Following
Adam Butler @_GestaltU_
16 Followers 375 Following CIO of ReSolve Asset Management. Tweets and/or views do not represent ReSolve's investment positioning.
Clark Square Capital @Accountsaved14
34 Followers 461 Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/Sn2941Zz9E
Eliants Capital @elliant_captial
79 Followers 687 Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Not Financial Advice
Jason Miller @jbmp51
3K Followers 6K Following Owner/Operator retail food biz --Ex Special sit./ Event HF. My app project would open the floodgates to more Twitter users but was early + died.
Daniel @danieljbfjkgi
1K Followers 7K Following I break down Investing and Psychology Concepts. For Company Research and my Portfolio, click here: https://t.co/VSSDtZJgkP
Blodet @BlodetZ7K
37 Followers 1K Following
backtrace capital @backtracevc
226 Followers 2K Following A pre-seed/seed fund for the technology building blocks that our world runs on.
Pillars of the West @cultrfaith
5K Followers 7K Following The West was not built by accident. It was formed by Jerusalem, Athens, Rome. To inherit the West is not merely to admire the past. It's to receive what is true
Dave Waters @alluvialcapital
28K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Vanck @vanckzhu
4K Followers 987 Following Thinker/Investor. Surfing the capital cycles. Special sits. And Japan. And software/adjacents. DYODD
Jason Zweig @jasonzweigwsj
235K Followers 2K Following @WSJ. Editor, *The Intelligent Investor.* Author, *Your Money and Your Brain,* *The Devil's Financial Dictionary,* *The Seven Virtues of Great Investors.*
Chris Sommers @ChrisSommers79
23K Followers 1K Following Founder & CEO of IntellPro (AI & Management Tools for Research & Collaboration) https://t.co/mZU9J8hHD3
Shane Parrish @shaneparrish
565K Followers 2 Following Uncovering the timeless principles that drive success. Host @tkppodcast https://t.co/QyyGX9g37W https://t.co/O8PqBBcZco
Barry Schwartz @BarrySchwartzBW
38K Followers 351 Following President & CIO at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
Paul Enright @pmje73
30K Followers 299 Following
Bill @wabuffo
36K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Bread Crumbs Research @breadcrumbsre
26K Followers 595 Following People-centric investing. Unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing" (Marathon AM)
Fundamental Investor @fundiescapital
15K Followers 921 Following Investor - often wrong. Linear thinker - can’t see around corners. Cynical and skeptical. Libertarian leaning. Tar Heel. Trying to be better disciple.
0SG @Zerosumgame33
26K Followers 420 Following Contrarian small cap investor focused on asymmetric levered equities w/ catalysts to unlock asset value & earnings power. No investment advice, views are my own
nanocap100index @nanocap100
3K Followers 337 Following Benchmark index for select US listed nanocap stocks. CAGR since inception (1.1.2020): 30%
Dirt Cheap Europe @dirtcheapeurope
223 Followers 0 Following Eropean micro caps are ugly, illiquid and ignored. I'm into that.
Jeffrey Currie 🆔++ @CommodMkt
80K Followers 201 Following Founder & CEO, Real Macro. Co-Founder & Dir. 1947 Oil & Gas. Carlyle Advisor. UChicago EPIC Chair. Non-Exec Dir, Abaxx Tech, Aleph, Borr, Energy Aspects, IPULSE
Simeon Research @SimeonResearch_
11K Followers 508 Following Hunting Asymmetrical and Overlooked ideas | Writing for Simeon Capital & AAIG | Positions change
ASB Partners @ASB_Partners
379 Followers 487 Following Investing ...I like cheap, growing, and durable...Not investing advice...https://t.co/fk3A9DDgFA https://t.co/VJ64vTG8w1
Hugo Navarro @HugoNavarroPer2
15K Followers 77 Following PM and writer of Undervalued and undercovered. https://t.co/Z8gNyWJt5M
Matheus Lonning @mathlonning
4K Followers 61 Following Investor. Opinions my own. Not financial nor any kind of advice.
LatentValue @latent_value7
6K Followers 1K Following My tweets/substacks shouldn't be used as investment advice. I speculate and infer often. Do your own diligence. Assume I own names I post about
Dan Nystedt @dnystedt
54K Followers 1K Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Szew @Szew_invest
2K Followers 123 Following Personal opinions on stocks. Not financial advice. Invested via wikifolio & privately.
RiverRoadPartners @partners_road
20K Followers 325 Following Hedge fund mgr. Not financial advice. Happy to debate ideas, especially shorts. River Road Partners is a made-up name for X, by the way, so don’t bother.
Moody @MoodyWriter13
20K Followers 600 Following I have no technical ability, and I know nothing about trading. I know what I like and what I don’t like. I am decisive about what I like and what I don’t like.
Jukan @jukan05
211K Followers 414 Following
Rene Sellmann @ReneSellmann
15K Followers 568 Following Value buyer and growth holder. Global equity research for ambitious investors who love businesses. 4,900+ read the blog. Join us! (and receive 3 FREE gifts) ⬇️
Paul Narrenschiff @TheNarrenschiff
3K Followers 146 Following OG Twitter "guys" hater. “She wasn't doing a thing that I could see, except standing there leaning on the balcony railing, holding the universe together."
GrumpierByTheDay @GrumpierBTDay
5K Followers 201 Following Microcaps, jr. resources, out-of-favor cyclicals. 75% investor 25% speculator. Not FA. May buy or sell at any time. Navy vet, homeschool dad.
Liger Cub @realLigerCub
11K Followers 1K Following Long-biased microcap stockpicker. Author of Byron Street Research. Read my disclaimer on each report.
footnoted @footnoted
28K Followers 2K Following Reading SEC filings obsessively for the past 20 years. Home of the Friday Night Dump. Stay tuned for more products. Find out more here: https://t.co/P8Dz61B1pT
Monolith Capital @Monolith_Cap
10K Followers 339 Following Looking for niche market leaders with long investment runways. Not financial advice. Always do your own due diligence.
⚽️📡 @pennycheck
66K Followers 3K Following finding asymmetric opportunities in any and every mkt+NOT financial advice -- positions will change - do your own dd - do not rely on mine
deep value insights @NoelWieder
2K Followers 142 Following I search for mispriced tiny stocks | “Price is my due diligence” ~ Buffett
Dan Niles @DanielTNiles
133K Followers 91 Following Founder of Niles Investment Management, Tech Nerd, Bad Tennis Player, Proud Dad. Posts are for information purposes only & never investment advice.
EPSMonitor @EPSMonitor
1K Followers 58 Following Earnings insights for US & Canadian micro- & small-caps (less than $2B mkt cap). By @majgeoinvesting & @SebKrog
QualScreener @QualScreener
400 Followers 1 Following World's First Context-Based Stock Screener! Generate High-Conviction Ideas Screen for Net-Nets, Turnarounds, Buybacks, Insider Buys & More Founder @Aksel465
Elias P @e_pap4
1K Followers 799 Following I go through microcaps A-Z to find the cheapest stocks in the world.
TickerTrends 🔬 @tickerplus
11K Followers 391 Following Turning consumer behavior into alpha Inquiries: [email protected] Research: https://t.co/FZdL5MaQd3 Platform: https://t.co/4dWj3PD4H7
Andrew Pogue @UnderlyingValue
1K Followers 243 Following Currently searching global public markets for alpha. Not investment advice.
Keith Dalrymple @Jonathan_Keith2
2K Followers 582 Following Short biased investment analyst. Read for good investment content. If you want investment advice, consult the sell-side.
Heavy Moat Investment... @stonkmetal
25K Followers 910 Following Young self-taught investor and Software dev | Quality Value Investing | Writer at Substack | Entertainment only, no financial advice
1035 Capital Manageme... @1035_Capital
3K Followers 71 Following 1035 Capital is a long-only portfolio manager specializing in domestic small and micro-cap companies as well as preferred equities. Not investment advice.
Mike Alfred @mikealfred
347K Followers 738 Following Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.
Billy No Mates @Billypasdemates
2K Followers 1K Following Libertarian Luddite. DMs welcome; EMs not so much
Mr Deep-Value @mr_deepvalue
9K Followers 155 Following I help you find cheap stocks to beat the market.
Financial Skeptic @FinSkeptic
3K Followers 768 Following Full-time microcap investor. Tweets are not investment advice! I can change my mind at any time!
Stock Detective @stockreveal
2K Followers 1 Following Busting through your favorite #FinTwit paywalls. Top writeups every week straight to your inbox ⬇️
CDN Value Investors @CDNValueInvestr
2K Followers 231 Following 95% value investing, 5% memes, and no financial advice.
Soham @ascharya108
1K Followers 357 Following Uncovering sharp ideas in the market haystack. Not financial advice.
Denistratos @Denistratos
12K Followers 0 Following MIT | Hedge Fund CIO | 44.7% 7y CAGR | Probability-Driven Edge | Live Trade Access ↓ (Free Trial Available)
Marc Lou @marclou
395K Followers 1K Following ⭐️ https://t.co/MZc8tG9xWi $44K/m 📈 https://t.co/3EDxln5mdi $26K/m 🏴☠️ https://t.co/YBGJuAsUZ4 $13K/m 🧑💻 https://t.co/Y30jsaHwz9 $6K/m ⚡️ https://t.co/vatLDmi9UG $4K/m 🍜 https://t.co/r07EpGSYJ2 $1K/m 🕵 https://t.co/3JtsA6kaxI +29 https://t.co/4zCWHGJp1S
Wolf Of Mont Tremblan... @WolfOfOakville
8K Followers 460 Following Taking a magnifying glass to small cap FINS. Advocate for retail investors. Substack Best Seller. #FinsDontLieTrends for United States
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