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New pitch on Beonic $BEO.AX is live (German & English). Find it in the usual place—link in bio. For now, here’s a short elevator thread. Huge thanks to the outstanding investor who twice saved me from accounting pitfalls 🫠
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nevergreedy 🇪🇺
2.9K posts
nevergreedy 🇪🇺
@nevergr33dy
Substack: https://t.co/wIr4qP6eVw 📉 Small-cap investor | 🔍 Seeking like-minded
Katılım Eylül 2021
334 Takip Edilen800 Takipçiler
@PaulAndreola There was a short video that quickly covered the topic.
youtu.be/cNcEQGrEva0?is…
YouTube
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If this isn't investigated, you have your answer.
Daractenus@Daractenus
He's blowing up the entire fucking world economy and sending America's sons and daughters to die in the Middle East just so he and his buddies can insider trade on the stock market.
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@finance_schmidt This is a great example for learning more about dilution and its rules, although I still don't quite understand how it works in this specific case.
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Due to current events: Using an ATM program is not about magically generating cash. It comes with dilution, which is sometimes so massive that the outstanding shares change from 2 million to 5 or 6 million within a quarter. 😉And guess what? The displayed market cap will…
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Probably 90% of them are better stock pickers than I am. And perhaps the most important tip: Try writing your own pitch. I haven't heard of anyone who's ever regretted doing it—just reasons why they haven't done it themselves yet.
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.. a daily basis, especially regarding small-cap stocks. It took me quite a while to see the bubble surrounding small-caps. Long story short: I mainly use this account for small-cap investments. If you want to learn more here, just follow the people I follow.
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Since I recently noticed again just how many unreliable Discord channels, Twitter bots, and shady YouTube channels there are on the topic of investing, I just want to point out once more how many truly good stock pickers share information and genuine fundamental research on..
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Okay, cool. OpenAI has removed the “Deep Research” button in macOS, so if you want to use Deep Research, you have to type “/deep”.
End of service tweet..
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nevergreedy 🇪🇺 retweetledi
@Valuehunte Downside Risk = multiple contraction.
Often much more difficult for earnings growth to keep up with multiple contraction risk.
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@Tracktacle_app It’s also really interesting to see how the insider acted beforehand. Sometimes you see large sales and get alarmed. But when you look at the detailed overview, you realize that the insider may have already bought a significant amount beforehand and wants to take some profits.
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Top Canadian stocks under 100m market cap with the most active insider buying this week:
$LTC.V $MCB.TO $CCDS.V
Use our insider transactions tool to identify the small caps leading the way in insider trading.
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$UNIBAP.ST
I’m sharing my older pitch again in light of the latest news and market dynamics. Please note that the pitch is over a year old and should now be viewed as a general overview. For German speakers, I highly recommend the hidden returns podcast.
youtu.be/k9jXuON6Eog?is…
YouTube
nevergreedy 🇪🇺@nevergr33dy
🚀 My Unibap ($UNIBAP.ST) pitch is now available in both German and English! Link in Bio. The company grew 80% in 2024 and could potentially reach an EV/EBITDA below 10 by the end of 2025. Check it out and let me know what you think! 📊👇
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$EVC
Here's a nice case with a publicly available pitch.
I'd recommend at least checking it out.
Uzo@Uzocapital
Similarities between $EVC today and $APP in June 2024 1) adtech revenue vs profit split 2) double digit sequential growth over last 8 quarters 3) high & accelerating YoY growth over 8 quarters 4) margin expansion 5) good co / bad-co dynamic + seperation intent
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$UNIBAP
A small and nice detail is that the technology can also be used to detect drone swarms. As we have all learned recently, this now seems even more relevant than missile defense.
Luigi Vampa@LuigisVampa
Ungefär samtidigt som $unibap fick en order genom samarbetet med Leonardo släppte Leonardo en uppdaterad Industrial Plan. Diskussioner pågår med över 20 länder om att ingå i Michelangelo Dome projektet. Utöver det verkar Italienska staten vilja finansiera ytterligare satelliter. Man ser 20% cagr i rymdsegmentet framåt. Den öppna artiktekturen tillåter andra system att ansluta sig relativt enkelt. I bilden ser man hur man 2030 tänker sig att flera konstellationer ska vara integrerade i dome-systemet. Jag tror betydligt mer saker är på gång i europeisk rymd än vad som just nu är offentligt.
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$WATT As someone who works in retail myself, I can assure you that temperature measurements, among other things, are a relevant issue. Here is a brief overview (please check the figures yourself); further interesting tweets can be found via the ticker symbol.
El Gato Capital@ElGatoPartners
$WATT - Energous Wireless Power Solutions 13 years. Hundreds of millions burned. Zero commercial traction. Then 2025 happened. 630% revenue growth. A Fortune 10 retailer rolling out 4,700 locations. And an enterprise value of $13M. Here's the full thesis. 🧵
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..something to do with their current target countries, but it's nothing I would rate as such a large discount. There will be times when something like this is commoditized, but certainly not in the first wave. Time will tell.
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..than being threatened by it. In my opinion, they are beneficiaries, as there must also be services that will both introduce AI into companies and use AI themselves to become more effective. Both companies are valued very fairly or too cheaply, which certainly has..
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It's a strange coincidence that both IT service companies $NOW.V and $NCI.V explicitly mentioned their AI strategy on the same day. Based on market behavior, it seems to be a contrarian opinion to assume that IT services will benefit massively from AI in the first step rather..
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$UNIBAP
A nice order was announced today. The order value corresponds roughly to the last full quarterly sales. The good thing about this case is that UNIBAP can deliver within 4-8 weeks and can therefore convert orders into cash quickly.
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I haven't seen this feature anywhere else yet, and in my opinion, it is still underestimated by many.
Tracktacle@Tracktacle_app
1/2 $CSU.TO Our direct document comparison allows you to gain more colour immediately on certain topics. See where management has changed the language or added new context, as seen with $CSU.TO and $ACP.WA.
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$NCI.TO
From the news flow, it seems that some things are working here, but until the next figures are available, the market doesn't seem to be taking this into account. That's a shame.
app.tracktacle.com/publication/NE…
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2/5...via our Document Search. This is a powerful feature for those who recognize that management teams often reveal crucial information while responding to analyst questions.
You can find the transcripts for any company on the specific ticker's detail page. You will...
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1/5 We have now integrated the most significant data update to Tracktacle to date: Earnings Call Audio and Transcripts.
Not only will you be able to access transcripts for all your Canadian and US stocks, but you will also be able to search for specific phrases within them...
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