Just a Value Investor @JustValue48
My Substack https://t.co/0F4vNJo2x9 open.substack.com/pub/justavalue… Joined May 2021-
Tweets758
-
Followers830
-
Following234
-
Likes3K
Here is this week's special situations digest. 281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events. Make sure to check it out
@finance_schmidt Interesting
@Floebertus Do you like the business?
A Spin off that’s grown revenue at a 100% CAGR trading at 11x earnings. Link in bio
@HalvioCapital Nice write up. It’s been on my watchlist
Rashee Rice finally understand what it feels like to get unexpectedly hit at a high rate of speed and have the man responsible leave the scene
His orders look to always involve fractional shares, so he is likely not doing manual orders and the stake is determined by something else (like kelly criterion or other). Lots of position sizes ranging from tiny to huge, meaning he could be covering all sides of the bets or he simply is betting according to edge. I think he's cross "time" arbing the btc mkts which is very profitable if you know the option value of btc price at x date. Then you just pick off prices that are wrong. Looking at his activity, he's obviously automated this. On Poly, there's lots of opps coz markets that are correlated - like "btc by dec 4th > 100k" & "btc by dec 5th > 100k" - become disrupted by the current retail betting base. As in, a bettor comes along and market orders "btc by dec 4th > 100k", crossing the spread so moving the price, but "dec 5th > 100k price" doesn't change because the retail bettor didn't cross the spread on that market, however they are obviously correlated mkts so at least 1 of the prices on either outcome has to be the wrong price. That would result in at least 1 +ev bet. This is like 1 out of 20 things i've thought of how to gain edge on polymarket, alas I have no coding skill so tradfi quants, you can have at it. PS: I manually put on a cross market arb @ 8% return ending in a month just now. Lots of opps there.
This trader has been blocked from all exchanges I have no other explanation for why he trades Bitcoin price predictions so successfully on Polymarket > Joined a month ago > 70.9% win rate > 1329 historical positions > $586k total profit And the most interesting thing is that
I’ve started messing around on Kalshi and it’s pretty easy to scalp trades
Sometimes you don't even have to get past the first page to know it's a pass
@joinyellowbrick I’ve had similar issues. It’s also funny how the value investing subreddit hates micro cap ideas
@DV_Situations Looks really good
5 Micro Cap quick pitches Link in bio
My favorite part of ChatGPT deep research is looking through the links it uses. I tend to get more value out of the links it finds than the actual response.
Analyst: ... "𝘐𝘯 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘢𝘭 𝘵𝘦𝘳𝘮𝘴, 𝘺𝘰𝘶 𝘩𝘢𝘷𝘦 𝘢 𝘯𝘦𝘢𝘳 𝘮𝘰𝘯𝘰𝘱𝘰𝘭𝘺?" CEO: "𝘐 𝘥𝘰𝘯'𝘵 𝘭𝘪𝘬𝘦 𝘵𝘩𝘪𝘴 𝘸𝘰𝘳𝘥". 😆
@david_katunaric Brown noise for the win
@friedoystercult 😂 I never know how to write it without Elon getting mad
Anyone else having a problem with Su**t*ck? Every time I try to write something the website refreshes and removes what I added
Bat Toz @classikovich
121 Followers 662 Following
Vedant Singh Vishwana... @thereal_vedantv
28 Followers 130 Following
Alex Cole @alexcole202
88 Followers 652 Following Individual investor. Ideas freely given (27% CAGR since inception). Proffer buy signals for long term investors, not traders. Opinion, not advice.
Rich @wookieetown
3 Followers 126 Following
Madatdal_Investing @madatdal
30 Followers 438 Following
ishaan @shetty_ish52114
4 Followers 152 Following
Damián García @damiangamo
218 Followers 1K Following 📚Learnings by doing 📈Value Investing & Fondos de Inversión
JakubM @JakubInkvizitor
18 Followers 161 Following
YvZ @YvZCap
2 Followers 126 Following
Special Situations Sc... @SpecialSitsScum
316 Followers 819 Following Managing Analyst, willing to litigate for par + accrued "We are not brothers" - Howard Marks
Matthew Bandy @bandyinv
70 Followers 245 Following Bandy Investments LLC. Opportunistic value investor. Public real estate securities. Private retail real estate investments.
Price to Tangible Bru... @Tangible_Bruce
244 Followers 313 Following I'm Bruce, a deep value investor. Buying what most investors don't like across global public markets.
Abhishek @abhi_427
30 Followers 451 Following
Unciudadanomas @ciuddanoejmplar
13 Followers 81 Following
mark wallace @birsay_mark
72 Followers 559 Following Passionate about learning and living a better life. Love my family, the outdoors, stillness, Orkney, reading, investing, music, whisky
kv @kvs6k6n
0 Followers 88 Following
Tim Cox @Rockduke51
0 Followers 1K Following
wotm8ty*,* @wotm8tyy
2 Followers 346 Following
Something Stone(d) Ca... @somethingstoned
74 Followers 802 Following Thoughts, musings, complaints, allegations and sometimes, but very rarely, compliments.
Feliks Kerman @FeliksKerman
15 Followers 126 Following
M @tom25566
13 Followers 83 Following
TumontCapital @TumontCapital
7 Followers 244 Following
Otto Haeg @haeg_otto
10 Followers 100 Following
H R @harrisrev
14 Followers 2K Following
jussi rousi @jupejupe2013
16 Followers 252 Following
Markiv @nahushabiotec
63 Followers 581 Following
Nicky Tan | elfa.ai�... @NicNicky98
177 Followers 2K Following Crypto enthusiast in SG 🇸🇬 Intern @elfa_ai Ex-Binance
Ogi297kubo Tsun857dok... @Kanazawa83Kyoto
0 Followers 478 Following
RubenChimi @RubenChimi
21 Followers 42 Following
Ravi Inukonda @rinukonda
160 Followers 677 Following
Newmork @newmork
355 Followers 2K Following
rayn @ryanchuang_
46 Followers 3K Following
Luke @LukeyStevenss
6 Followers 56 Following
Suneer @EqAnalyst
26 Followers 499 Following
Boozed_Duck @DuckBoozed
31 Followers 566 Following
Erik Olson @olsonerik
0 Followers 4K Following
manpro sense Lab @Soloduo88
341 Followers 4K Following Journey for seeking Algo. "there is a Pattern,otherwise there must be a Pattern." R.I.P Jim..
Healthy Stock Picks @Healthstockpick
2K Followers 72 Following 20 years of investing. Now covering the Healthcare sector, predominantly micro to mid-caps. All my writing is free, no pay-walls.
IFCM MicroCap @IntelligentCM
9K Followers 5 Following All great companies started as small companies. CIO @iancassel. https://t.co/CL86Hwf2go
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
tristanwaine @tristanwaine
582 Followers 221 Following Accountant & Investor (19% IRR Jul 2019 - Dec 2025)
Glitched Deals @GlitchedDeals
555K Followers 13 Following The pricing error account they tried to shut down… We find the glitches. You make the profit. Turn 🔔 on to not miss deals! (We may earn affiliate commission)
Robin Dods @toy59496
2K Followers 487 Following Polymath Event Arbitrage Credit based equity valuation. Finance, Medicine, Engineering, Science. Grok says my background is implausible.
RR @RR33188357588
59 Followers 137 Following
Charles Hutchison @charlesbhutch
870 Followers 392 Following Personal Injury Attorney | Concentrated in Small and Microcap stocks
Iqbal Yusuf @Iqbal_yusuf1994
5K Followers 3K Following I tweet everything about stock market 💎🙌 My tweet is not a financial advice. @microcapclub member
Strat Becker @StratBecker
1K Followers 1K Following Generalist small/microcap analyst - Want to learn from others - DMs always open
PolePositionInvesting @PolePosInvest
1K Followers 77 Following Helping foreign investors navigate the Warsaw Stock Exchange. Sign up for unique insights about Polish companies: https://t.co/CzDLPL08Ym
MARKETS FULL OF R3TAR... @ShitValueFund
4K Followers 105 Following Value Investor, mostly ASX. I buy from r3tard5 and sell to other r3tard5.
Fooahs @Fooahs
208 Followers 267 Following Student | Experience in privates, publics | Beta was made up so mutual funds could feel better about retail beating them.
AnotherBioInvestor @AnotherBio
3K Followers 284 Following ShitCo connoisseur | focus on biotech | long form stuff might end up on the stack | Why so serious it´s only money | NFA
Unemployed Capital Al... @atelicinvest
21K Followers 1K Following slingin' tokens https://t.co/vEw7GWbj9f
Joash Reid @JoashReid1
2K Followers 88 Following - Runs a Private Holdco. - Acquired and Exited 3 Companies. - Compounding a Portfolio of Public Equities.
Greenfield Hill Cap @CParyse86296
768 Followers 420 Following Long/Short Portfolio Manager focused on special situation equities and stressed/distressed credit. My tweets are not investment advice.
Mr Neutral Man aka "H... @Mr_Neutral_Man
12K Followers 1K Following Buying Real Estate in the Public Markets at Discounts to Private Market https://t.co/iZKOOpKI07 [email protected]
Sheep of Wall Street @Biohazard3737
54K Followers 3K Following Investor. Very food motivated. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
mosttt @mosttt_
995 Followers 532 Following Long-term investor using AI to analyze companies 10x faster. I share teted and validated prompts, tools & workflows
EpsilonTal @epsilontal
5K Followers 177 Following
Pentti Jokinen @PenttiJokinen
5K Followers 1K Following Searching for companies that will beat market expectations. Mostly orphaned European small caps. 🇫🇮
Tom Smith @TomSmith839
3K Followers 784 Following Long shitcos that can grow EPS (FCF) at 15% for a few years. Occasionally long unprofitable shitcos if I’m in the mood for losing money
nevergreedy 🇪🇺 @nevergr33dy
833 Followers 346 Following Substack: https://t.co/wIr4qP6eVw 📉 Small-cap investor | 🔍 Seeking like-minded
Halloween Name Kept U... @theotheraharon
1K Followers 543 Following Free country, huh? Well what about my onion futures?
XIX Value ⚡ @XIX_Value
492 Followers 348 Following I like cheap, ignored and unpopular stocks, ideally Net-nets or trading below Book Value | Free Substack | Not investment advice
JGGCDN @JGGCDN
3K Followers 999 Following 📈 Canadian Microcap Data Miner | Portfolio123 Strategies • StatsCan Macro Independent takes. Hunting hidden gems with live performance. Musings only. 🇨🇦
Ina, The African Farm... @BuyCheapNPray
4K Followers 558 Following Right wing corporatist. Mandingo girl from the savannas. I like to buy cheap stocks. Idols: Schloss, Spitznagel, Keith Gill. https://t.co/8eo6fiLzvS
Pussenius @Pussenius
260 Followers 260 Following Special situations value investor | Logician | Global citizen
Red Dog Capital @red_dog_capital
3K Followers 1K Following Stocks. Texas Football. Not advice. “The best way to get what you want in life is to deserve what you want. How could it be otherwise?” - Munger
Kairos @KairosPraxis
5K Followers 436 Following The first rule of investing is to not take yourself too seriously, and actually have fun.
Stock Trader @MikeDDKing
12K Followers 384 Following Full time stock trader & investor - Sourcing the best microcap stocks via massive due diligence - Highly ranked investor on https://t.co/TNiPjurqte
Systematic Microcaps ... @systvest
3K Followers 273 Following Value/Mom Microcap Trader 📈 Dr.-Ing., 33 🇩🇪 🇺🇸 No Financial Advice, Affiliate and Freelance Consultant at Portfolio123
Maius @MaiusPartners
4K Followers 1K Following Global investing with Asian characteristics. Trade musings here, full write-ups on the website. Always DYOR, not investment advice.
Aaron RodgerSPACs @CallsPuts1
3K Followers 331 Following Scalping post DA, pre-merger SPAC's with size. Puts/calls. Warrants & Rights, obviously. I'M LOCKING IN PROFIT. Low risk trades. Follow me now, thank me later.
capital equipment @boombaambiim
119 Followers 384 Following No investment advice! just me making up my mind while writing…
*Walter Bloomberg @DeItaone
1.5M Followers 38 Following
Cyrill @cermrew
907 Followers 261 Following I go from A to Z in illiquid companies below 50mm market cap
mavix @mavix_leon
8K Followers 625 Following Small / Micro Caps & GARP Investing || Searching for Under-Followed-Stocks || No investment advice || Discounts ➡️https://t.co/551zp3FVuk
Daniel Tello Rivero @dantelriv
12K Followers 1K Following Gestor en Andbank WM de los fondos GB VII Azagala y Markhor FIL. Ningún tweet supone recomendación de inversión
OlivierColombo @OlivierColombo
4K Followers 558 Following Investor, Consultant, Corporate Advisor & Board Member My passion, US MicroCaps ! ^ Member of MicroCapClub April 2014 Favorite Phase: The Momentum ContinuesTrends for United States
You might like
