Small Cap Stonks @smallcap_stonks
I destroy shorts for a living. Global SMID Cap research. Aggressive contrarianism. This is not investment advice, so don’t listen to me! Be like Riddick. Joined June 2019-
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The gov’ts obsession with promoting marijuana but clamping down on nicotine is fascinating. Makes ya wonder. Why not caffeine too? How is pure nicotine ie pouches or gum any different than caffeine consumption?
The gov’ts obsession with promoting marijuana but clamping down on nicotine is fascinating. Makes ya wonder. Why not caffeine too? How is pure nicotine ie pouches or gum any different than caffeine consumption?
Adding some more $META here. Great results but capex ramp up. Zuck can afford to spend some more given reversal in sentiment. You also have the impending tiktok ban where $META will be the primary beneficiary. Definitely would be a strong catalyst!
The guy that blasts his trumpet all day in front of grand central 42nd and park is the absolute worst. should be illegal
Commies are back in control in brazil. Now imagine what they’ll do to $pbr
Commies are back in control in brazil. Now imagine what they’ll do to $pbr
Glad I sold off most of $pbr
feel like $zm zoom a good one to throw in the ira / 529. Will be here forever and it’ll get more efficient generate a ton of cash down the line. 4 day work week is already here for white collar jobs
Just threw in 4 fre 15mg and immediately getting long turning point brands $tpb #zyn
Gotta escape the matrix
Big beat from $CDR. Hoping gearbox $ttwo deal will get some flow back to the sector
Big beat from $CDR. Hoping gearbox $ttwo deal will get some flow back to the sector
Video games very out of favor rn. Added some $TM17, $PLW $FDEV recently. Embracer probably worth a crack too and same with $CDR
Video games very out of favor rn. Added some $TM17, $PLW $FDEV recently. Embracer probably worth a crack too and same with $CDR
Having trouble finding good ideas these days!
ppl gotta stop wearing backwards hats to bars you look silly
Always good when a 40% owner buys more shares in the open market
Always good when a 40% owner buys more shares in the open market
$CDR gone under the radar for investors. Spending big (all from free cash + bs cash). In about 2 years will have a period of 5 years with back to back major releases. Working on 5+ projects and expanding the teams. I've always liked them given extreme focus on quality/wage arb
$CDR gone under the radar for investors. Spending big (all from free cash + bs cash). In about 2 years will have a period of 5 years with back to back major releases. Working on 5+ projects and expanding the teams. I've always liked them given extreme focus on quality/wage arb
$GENK That new korean bbq place on 14th and 3rd is public. $32 all you can eat for 2 hours. Food was solid and the sapporo ice cold. 30 minute wait. I'm already long. Missed Kura Sush at $7 not happening again!
There is very clearly way too much liquidity still in the system
$plw playway poland back at ~10x fcf. Non english financials and good luck talking to management but a cheap/low-cost video game developer playing off the indie trend. Been adding
$plw playway poland back at ~10x fcf. Non english financials and good luck talking to management but a cheap/low-cost video game developer playing off the indie trend. Been adding
Sometimes it’s really that simple $celh
IMO the least risky yet most boring way to add some china exposure. You know the gov’t not breaking up/messing with the beer company
IMO the least risky yet most boring way to add some china exposure. You know the gov’t not breaking up/messing with the beer company
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Ina is leaving hibern.. @IBuyCheapNPray
5K Followers 840 Following I like losing money every day. So I buy Very Deep Zeroes. At the intersection of extreme cheapness and maximum pessimism. Mandingo from the Wooded Savanna.
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44K Followers 1K Following Long-term focused investment firm out of Fort Worth, TX. https://t.co/MxZR00Yvgf
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7K Followers 922 Following Upper deckys only. Official ZynCoin account | First to put mankind’s favorite nic on eth, base and sol $ZYN | *Not Affiliated with PMI*
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612 Followers 2K Following Corporate insiders buying activity & alerts of potentially profitable insider trades (+pinned). Not investment advice.
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Kuppy's Korner @kuppyskorner
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Lion-Cubs | Small-Cap.. @LionCubsFund
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Ryan Garcia shocks the world and wins the fight against Devin Haney 🥊
Solid month for a change…
Our March 2024 tear sheet is now available... Accredited investors can sign up for updates here: pracap.com/contact/ Follow us @praetoriancap for more updates.
@smallcap_stonks 15mg hitting different, buy all the dips bro 😎
Big day for a shirtless walk on the west side highway I’m either coming back with a wife or I’m not coming back at all
There is no better feeling than getting called “bossman” by ur bodega guys
Feels like Linde $LIN is the least discussed $200 billion market cap company ever.
Bought a small position in $GOOGL I believe the idea of search losing share is overblown and google has the most compelling valuation among Mag 7. #stocks
Story Time: I’ve known Mario for ~10 years. Mostly high level chats during my analyst days. Typical buyside interactions. We stayed in casual contact after I left the industry - mostly over our mutual interest in US soccer and WWE 😂 - but randomly chatted governance one day…
I don't give out compliments often but @NonGaap 's ability to spot governance issues, potential conflicts of interests etc. is otherworldly. It amazes me how his mind works on these matters. You're in very good shape if he's in your corner.
Lol
Someone send this to Chuck Schumer
Two insider buys on $PXT.TO in just a few days plus new NCIB for 10% of shares outstanding... You can lead a horse to water...
Forgot to tweet this yesterday: CERTIFIED MORNING GUY. I grind for texts like this. Who wants to be my guest 🤭🫣
1/ I am definitely gonna wait on this but am interested in going long $BURBY $BRBY soon. Sentiment is as negative as ever and this is a brand that has a degree of staying power (scarves and coats). If they can gain some traction in other mediums, it will perform.
Idk if NYC is ready for this NYE
$HFG.DE HelloFresh may be one of the best European investment opportunities currently. And it just finished a massive capex cycle for it to now leverage its capacities and cost base. I expect solid top line growth prospects paired with margin improvements over the next 3 years
Just to state it here my other holding as of now are $MCD $EXPE $META as well as a small position in $ETH. I’m not a buyer at these levels but I feel their valuations are reasonable.
Nippon Beet Sugar (TYO 2108)... Dirt cheap land play that has been profitable for 28+ years straight. Main Sugar biz is meh, but good rental inc. 0.4 p/tbv. $176m mcap / $42m after backing out net current assets. + They buyback stock! Credit @TeddyOkuyama for mentioning it. 1/?
Mario Cibelli @mario_cibelli, managing partner at Marathon Partners Equity Management, joins our show, Grant's Current Yield, to discuss opportunities on offer beyond the mega-cap complex. grantpub.libsyn.com/big-things-com…
@smallcap_stonks A deal should arrive before US elections in my opinion…
store.steampowered.com/app/1190970/Ho… Yesterday was probably the biggest day for PlayWay #PLW. Really good reviews for House Flipper 2 and great stuff from the Playway team as always.
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