In bull markets you forget about valuation.
In bear markets all you think about is valuation.
In bull markets it takes a few days to be right.
In bear markets it takes a few years to be right.
In bull markets all you see is more upside.
In bear markets all you see is more…
Finding MultiBaggers doesn’t have to necessarily be about “large total addressable markets.” Companies that dominate small niche markets are incredibly attractive. For example, ESCC had a total addressable market of about $70M. But, at any point in time, they held a market share…
New leadership at Covalon $COV.V $CVALF. The company's board has elected Abe Schwartz, a long-time member and its largest shareholder, as the new Chair, following the departure of Amir Boloor.
$CPH.TO $17.20👀
I expect to still see buybacks here, but as we continue higher we're also getting into the territory where the stock can be used as currency for a deal, though that may not be necessary given $2m monthly FCF and substantial revolver capacity.
Pretty good place…
$CPH.TO $17.20👀
I expect to still see buybacks here, but as we continue higher we're also getting into the territory where the stock can be used as currency for a deal, though that may not be necessary given $2m monthly FCF and substantial revolver capacity.
Pretty good place…
Covalon $COV.V $CVALF announces the publication of a clinical study demonstrating the effectiveness of their VALGuard® Line Guard in significantly reducing Central Line-Associated Blood Stream Infections (CLABSIs). Great validation for the product.
Long.
Perma-Pipe $PPIH reports Q2 2025 results: sales up 27.7% to $47.9M, while year-to-date sales grew 31.8% to $94.6M. Backlog has more than doubled Y-o-Y to $157.8M. Net income hit by a one-time $2.1M charge. Company is now evaluating strategic alternatives to maximize value.
Long.
Today, Kewaunee Scientific Corporation announced the appointment of J. Jette Campbell, CPA, to its Board of Directors.
Campbell brings decades of experience guiding organizations through significant growth and transformation. His extensive knowledge of the building materials and…
Kewaunee Scientific $KEQU posts strong Q1 2026 results. Sales increased by 46.9% to $71.1M, with diluted EPS at $1.04, up from $0.74 last year. The company's backlog reached $205M. Long on this one.
prnewswire.com/news-releases/…
$ACFN: Acorn Hosts Annual Meeting in New York City Wednesday, September 17th at 1 p.m. ET; Meeting Also Accessible Online via Zoom link:... globenewswire.com/NewsRoom/Relea…
I see $NBIS announcing this big deal, and my mind immediately goes back to $PSIX, which will be critical in supplying power systems to all those data centers that have to be built over the coming few years.
Another call out would also be the fact that these data centers will be…
Very good estimate of intrinsic value for CareCloud today of ~$7.40 versus share price of $3.60. 100% upside still in the near term and it should be able to compound capital at 20-30% with a long runway, so even paying $7.40 you are getting a quite good deal, and at today's…
Very good estimate of intrinsic value for CareCloud today of ~$7.40 versus share price of $3.60. 100% upside still in the near term and it should be able to compound capital at 20-30% with a long runway, so even paying $7.40 you are getting a quite good deal, and at today's…
I have spent a lot of time talking about the data center side of $PPIH, but even if that thesis doesn’t pan out as expected the core business of Perma-Pipe is still experiencing tremendous demand across the Middle East.
They are benefiting heavily from the Saudi 2030 vision, and…
Small but positive news from Kewaunee Scientific $KEQU, a stock in my portfolio. They are attending the Arablab Live trade show in Dubai to promote their new products and recent acquisition NuAire. This shows a clear focus on international expansion, which is a positive signal…
Big contract win for $KLNG, announced last Friday. This deal for a critical safety system is a huge vote of confidence from a major client. It confirms demand for their high-value tech and provides a great revenue runway for 2025/2026.. Long on this one.
koilenergy.com/Investors/Pres…
25 Followers 215 FollowingFull-time stock trader and investor | Identifying top microcap opportunities through extensive due diligence | Top-rated member on https://t.co/aQ7SpWaxBu
180 Followers 1K FollowingREI trying my best regardless of missteps, accidents, mishaps, temptations and wrong ways. Let's see what
i'm willing to try and what works.
1K Followers 5K FollowingProvider of remote monitoring & control of standby generators, pipelines & other critical assets. Nasdaq: ACFN
Bill Jones 267-987-2082 [email protected]
3K Followers 548 Following2 hedge fund analysts and a corp dev professional looking for compounders & special situations. We publish through @sophonatlas @alphaarkinvest
436 Followers 637 FollowingHelping patients heal faster + live better with medical innovations, new technologies & compassion. Visit https://t.co/pv7rSELFXT to learn more.
10K Followers 529 FollowingPrivate Investor trying to find customer centric businesses with outstanding management. Value investor at heart with a focus on MicroCap and SmallCap.
876 Followers 1 FollowingA newsletter focused on global competitively advantaged capital-light businesses occupying a dominant or emerging market-leading position in growth industries.
1K Followers 5K FollowingProvider of remote monitoring & control of standby generators, pipelines & other critical assets. Nasdaq: ACFN
Bill Jones 267-987-2082 [email protected]
7K Followers 321 FollowingQuant microcap investor, engineer, Founder of "GUTS" investing. Head of Evidence Based Research @MicroCapClub. Portfolio123 creator, ext. free trial below
29K Followers 3K FollowingThrough invitation-only events and member publications, MOI Global fosters a community of intelligent investors united by a passion for lifelong learning.
6K Followers 355 FollowingPortfolio manager, Bonhoeffer Capital Management; Advisor, Willow Oak Asset Management. Manager’s thoughts are his own. Disclosure: https://t.co/S9VuDUJP6B.
7K Followers 900 FollowingPartner at Old West Investment Management, LLC. Concentrated value investor, with a focus on owner manager run companies, special situations and spinoffs.
19K Followers 640 FollowingAttempting to make this acct more professional; microcap PM Artko Capital; CFO/corp fin consultant/board member; aging trail runner; love dogs; rarely serious
45K Followers 5K FollowingAuthor, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets & Life" (https://t.co/7842Q0Vv1B). Host of the Richer, Wiser, Happier podcast.
7K Followers 358 FollowingMicroCap Expert | I help you invest in small public companies
💵Portfolio Manager @ Rivemont MicroCap Fund
🖊️Newsletter Writer (Subscribe for free | Link 👇)
8K Followers 3K Following"The Greatest Businesses in the World". DM open. I may hold the securities discussed. Tweets not recommendations to buy & may trade securities mentioned.
14K Followers 515 FollowingValue: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.
47K Followers 150 FollowingMicroCapClub is a global community of microcap investors / 1300+ global microcaps profiled / 280+ multi baggers / 234 acquired / 10+ New Profiles Per Month
59K Followers 273 FollowingPortfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al.
Disclosure: https://t.co/aqMvGMUdGT
8K Followers 307 FollowingExpect the latest research on quantitative investing! Conservative fund manager who likes data, history, and moral philosophy. ⛪️🇳🇱
1K Followers 407 FollowingA community of quality oriented and industry leading investors.
Co/nversations Podcast: https://t.co/ewvWF7Ea9O
YouTube: https://t.co/yPYHZEBTBf
19K Followers 998 FollowingLaughing Water Capital is a value focused private investment partnership focused primarily on public equities. No advice or reccos from this account.
31K Followers 264 FollowingEvent-driven trades and special situation investments.
All my picks are posted on https://t.co/YyZdX4ZhPY.
Tracking portfolio: +770% since 2017.
5K Followers 154 FollowingHunting mispriced equities like Buffett in the ‘50s. I run a concentrated family portfolio with 25% CAGR since inception 6 years ago. Not investment advice.
18K Followers 554 FollowingFund manager. Looking at LOTS of companies and sharing ideas | Research at https://t.co/e3LfxHHKsb | Event-Driven sits at https://t.co/sO5eF4CsmT
No recent Favorites. New Favorites will appear here.