Managing a team to build apps that streamline your stock research! Scaling to the moon! I also tweet for chuckles :) @InfoArbMonitor, https://xitter.cf/t.co/TFYtjMxXI4
In the money
Joined June 2009
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You have more public companies around you than you realize. I'm sure of it. investorhound.com.
At least 1,775 within 100 miles of me. You going to be in an area? Pick your site visits. Make a list.
Adding features, looking for feedback.
A faster starting point at @infoarbmonitor for finding relevant developments in prebuilt filters and watchlists.
MicroCapHound retweeted
Started a new position today in $RFIL.
Good thread below from @InfoArbMonitor.
The pullback is very overdone, and I feel great getting into the stock under $8.
1/19
$RFIL already gave us one huge multibagger run. With a P/E of 10x, has a pullback given investors a 2nd shot?
RFIL was ~$5 in June 2025 & ~$22 by June 2026.
After the AI pullback + Q3 selloff, it round-tripped. Yet the business arguably looks BETTER today. Here is why🧵
MicroCapHound retweeted
1/19
$RFIL already gave us one huge multibagger run. With a P/E of 10x, has a pullback given investors a 2nd shot?
RFIL was ~$5 in June 2025 & ~$22 by June 2026.
After the AI pullback + Q3 selloff, it round-tripped. Yet the business arguably looks BETTER today. Here is why🧵
another for $VDTA
ultimately need the bottom line economics on all of these announcements. Co. is marketing hard, for better or worse. The next q should be interesting.
monitor.infoarb.io/news-feed…
Paying attention yet? $VDTA
monitor.infoarb.io/news-feed…
$VDTA now on my Data Center watchlist. Nothing special now, but my sixth sense tells me could be a sleeper.
Vertical Data Inc. Begins Trading on the OTCQB Venture Market Under Ticker Symbol VDTA app.microcapresearch.com/new…
wanna browse news fast & set alerts on your favorite stocks & subjects? (Could be fastest online news nav you try) @InfoArbMonitor’s what you need. Why not create an account and check it out? Other goodies in there too. Explore! Developing it passionately monitor.infoarb.io
What's $VDTA Cooking up?
Getting coverage - monitor.infoarb.io/news-feed…
Would love to get your opinion on the debate concerning an AI bubble vs. boom.
@GPUfinancing
MicroCapHound retweeted
1/9
$PPIH held its FIRST-EVER earnings call. Our Q2 Delta Sheet is ready: The call revealed more info (vs. PR) about where Mgmt. wants to take the company.
$900M+ pipeline. Bigger projects. Data centers. Recurring revenue. Geographic expansion.
Let’s InfoArb this thing. 🧵
MicroCapHound retweeted
Putting this out there: I’m betting that $OCC will go green today. If it doesn’t, a top shelf shot is on me for everybody who comes to the next @GeoInvesting / @MSmicrocaps in-person Conference. Hopefully low attendance or lots of “thanks, I’m on a drinking hiatus.” 🤣
MicroCapHound retweeted
When people get mad at other for using AI it makes me laugh. If the telephone was just invented now and you were talking to your friends and family through hand written letters, would you keep writing letters and refuse to use a telephone? Technology is an incredible thing and you should leverage it.
MicroCapHound retweeted
I can agree with that. The point I’m making has gotten a little misinterpreted. It’s not that AI can’t provide investing edges. It’s that enough people may utilize it improperly or just misuse it, increasing the edge for those who use it effectively + already have a good process.
MicroCapHound retweeted
When asked about who among fintwit greats I've learned the most from, the answer is easy: @majgeoinvesting
If you're a retail investor, and have benefited from this incredible AI bull run, I can't think of a better way to upgrade your skillset and your process than to study what Maj is doing.
He'll show you that multibaggers sometimes come from unexpected places, market-beating returns can be sustained without hype, and that a thorough process will alert you to opportunities that almost nobody else knows exists.
Sooner or later this power trend will end, and when it does, you'll be glad for having a broader skillset.
@majgeoinvesting definitely. He doesn't just provide writeups, but lets you in on his process, which has produced stellar returns for longer than half of fintwit has been alive.
MicroCapHound retweeted
1/7
5 pitches from our summer virtual conference:
✔️ Inflection at a defense company - @leevalueroach
✔️ A 4X MultiBagger opportunity- @GurkiratSpeca
✔️ A steady compounder - @jeremie0117
✔️ Information arbitrage - @bmb21
✔️ Power supplies & submarines - @Mike10947310
Did you know that InfoArb Tearsheets (Delta Sheets) have been around since fiscal 2024? Comparative transcript and pr analysis on a curated list of monitored stocks (U.S and Ca). While they still live and will continue to live on Substack, they are now fully integrated into the @InfoArbMonitor with a richer feature set.
- Filterable by market cap (with a stepped option for mc tranches: nano to mega), fiscal period, symbol, price, shares
- Shareable by unique url (no sign in required for your peers to read them on a one-off basis)
- Searchable via key terms, phrases resulting in easy to navigate search results, much like our news dashboard
- Standard supplementary tabs for in-line research
- Next stop: Fuller integration into InfoArb Monitor ecosystem, and a few more surprises.
Use them to supplement your research flow, however you like. Props to @MSmicrocaps for the coordination to get this far!
monitor.infoarb.io/delta-she…
Silly to not have followed @GeoInvesting and @majgeoinvesting talk about this all morning.
Here’s the facts on $SIF:
•Sales up 18% on volume + pricing power
•Backlog up YoY & sequentially
•Adjusted EPS was 51c vs 2c, not a 1c loss vs 54c!
•Mgmt EBITDA calc even includes a one-time gain!
Wouldn’t be surprised if SIF recoups the entire pullback, pretty swiftly.
MicroCapHound retweeted
Here’s the facts on $SIF:
•Sales up 18% on volume + pricing power
•Backlog up YoY & sequentially
•Adjusted EPS was 51c vs 2c, not a 1c loss vs 54c!
•Mgmt EBITDA calc even includes a one-time gain!
Wouldn’t be surprised if SIF recoups the entire pullback, pretty swiftly.
$SIF 35% pullback is going to be glorious. 🤣was their best qtr, yet.
“This is a lesson on why you need to read press releases and filings, thoroughly, not just relying on headlines or even AI for your investment decisions. The manual process is your edge in smaller cap land.”
MicroCapHound retweeted
Christmas came early on $SIF . Pullback is based on laziness and uninformed fat finger sellers who only read headlines and don’t do the hard work.
Information arbitrage classic👉 Investors who sold $SIF today, on a quarter that looks weak on paper, will eventually have seller’s remorse. The press release was poorly constructed. If you strip out the charge from 2026 Q3 and the gains from 2025, EPS would’ve been 51c vs 2c. This is even sequentially up from 39c in Q2. Even if you want to tax the $.50, you’d be around $.40, but the company has NOLs.
EPS was also higher than the run-rate @majgeoinvesting has been modeling, as communicated in his @PlanetMicroCap pitch.
Management did not even subtract a large one time 2025 gain when calculating the adjusted EBITDA!
But, we’re not done yet.
SEC Filing InfoArb👇
The company only reports backlog in its filings. It’s up strong sequentially, and year over here.
The management, discussion and analysis section of the filing talks about volume AND price increases for why sales were up 18%.
This is a lesson on why you need to read press releases and filings, thoroughly, not just relying on headlines or even AI for your investment decisions. The manual process is your edge in smaller cap land.
Here’s @GeoInvesting’s takeaway on SIF communicated early this morning…
