Microcap investor. Founder @CapuchinCapital. Member of @MicroCapClub. DMs are open!
New Jersey, USA
Joined July 2016
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I'm excited to announce that I founded @CapuchinCapital in 2025 to begin managing external capital. I owe an incredible thanks to the whole MicroCapClub and Twitter/X communities for supporting and mentoring me over the years. In particular @iancassel has always encouraged me to grow and achieve new things, and I look forward to what the future brings out on my own. As always, my DMs and website contact are open if you would like to connect!
Michael Liu retweeted
TBH, casually posting novel information discovery to X is how research should be done.
Apparently this was #16 on the Smale's list of Mathematical Problems for the Next Century?
Kinda shows that the value generated from AI does not scale linearly with token costs... After seeing this, bears are still probably going to say:
"B-but where's the profit coming from after AI usage?"
AI + capex is likely going to keep going brrr.
hello there the jacobian conjecture is false thanx to my close friend akhil for asking about it and my other close friend fable for working during the world cup final
((1+xy)^3 z + y^2 (1+xy) (4+3xy), y + 3 x (1+xy)^2 z + 3 x y^2 (4+3xy), 2 x - 3 x^2 y - x^3 z): \C^3\to \C^3, has jacobian determinant -2, and sends (0, 0, -1/4), (1, -3/2, 13/2), and (-1, 3/2, 13/2) to (-1/4, 0, 0)
I had so much fun doing this! Thanks for the opportunity @MicroCapClub and @Valuehunte
Here is our latest Club Conversation with @michael2017l.
Thank you for hosting @Valuehunte
microcapclub.com/a-club-conv…
The first stranger I ever talked to at a conference told me "if you want a friend in this business, get a dog" and walked away. The second conference I ever went to a CEO tried to get the organizer to kick me out. I was 15 at the time. We can be a mean bunch sometimes lol.
Most “genuises” on fintwit are one bad year away from looking like idiots, and most nobodies are one 20-bagger away from becoming legends. Don’t take it too seriously.
$SONM less than a week after receiving a $2.70/share buyout offer and pumping with a $1.90/share reverse merger LOI decides to raise $5.5m and dilute 80% at $0.75/share. Only in microcap land...
newsfilecorp.com/release/257…
ADAR1 entering the busted biotech activist space too? ADAR1 + BML + Tang is a very interesting combo. $KROS
bamsec.com/filing/1104659250…
A lot of people on here talking about college admissions recently. I got rejected from every school I applied to except for Rutgers. That hurt. So I went to Rutgers. I took all the easiest classes and majored in something I already knew (accounting) so that I could spend all the class time sitting in the back of the room trading stocks. By the time I graduated I'd earned enough to set me up for the rest of my life just by trading. Ian hired me as soon as I graduated. I never used a single inch of my degree. This story is not for everyone but maybe it will help someone out there. If you're smart you will thrive in a meritocratic system. College admissions is not a meritocratic system.
The goal of an investment manager is to make it the biggest mistake of omission people ever make when they choose not to invest with you.
PSA to whoever has the GTC order to buy $BLPH at 2.7c, they announced the liquidating dividend is 1.9c this morning
$AMMX CFO on the call insisting Q2 revenues were $1.9m when all their filings said it was $3.8m is very confidence-inspiring 😂
Another $48k dividend today from $EZEN. That's $103k/share in dividends management has distributed to themselves after force-buying out everyone else for $32k/share. Almost $2 million that should have been split among minority holders but instead all went to management.
Something a little sketchy is going on at $EZEN right now. Management appears to have forced bought back all minority holders at a 40% discount to cash, and is now dividending all the excess cash to themselves.
EZEN has always been a dark stock with a bit of cash. This January they announce a 1 for 700,000 share reverse split which cashed out almost all shareholders at $32,130/share post-split. With only 23 shares left outstanding post-split there can't be any minority holders left, as they would trigger the 4.9% poison pill. The main major holder left should be the CEO Jonathon Skeels who owned 40%.
Since then EZEN has announced 2 dividends for $28,038 and $26,783 per share ($54,821 total), quite possibly with more to come.
So earlier this year there was $54k+ per share of distributable cash on the books. Knowing that, management did a huge reverse split and cashed out minority holders for $32k per share, a 40%+ discount to cash. And now they're paying out all the leftover cash to themselves (the only owners left)?
$IKT kind of wild earlier this week it was a $9m market cap and yesterday announces a $110m placement, adding 3 new directors that sold their previous biotechs for $2b, $4b, and $5b each. #onlyinbiotech