Stonks: Prefer low starting multiple + margin expansion + robust topline
- Tweets 13,813
- Following 1,012
- Followers 8,087
- Likes 15,270
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MUSE is frigging incredible, just pointed it at @joinyellowbrick and it's phenomenal!
Use my referral code and we both get free tokens! Code: SX6AMQ
Muse.ai/join
*Note* must do within 48h of activation.
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Bit the bullet and got long $FOUR
Kind of funny at one point the guide was 1B in adjusted FCF exiting 2027 and the marketcap is now 2.9B
$FOUR is kind of funny, we all know it will have a fantastic 5y fwd return, but nobody (including me) wants to own it in this macro environment with further estimate cuts coming.
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$RSS.V
"MAXRefer, the industry’s only AI-driven global referral system, now facilitating nearly 4,000 referrals each month across the REMAX network"
rismedia.com/newsmaker/travi…
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Too bad $LFCR
$LFCR to be acquired by Webster Equity Partners
— Common holders get $6.28 per share in cash at closing, a 49.5% premium to Friday's close
— Plus a non-tradable CVR worth up to $160 million in total, tied to revenue milestones for 2028 and 2029 and an EBITDA target for 2030
— Full CVR payout would take the per-share value up to $9.67, a 130.2% premium
— Deal valued at up to $663.7 million, 30-day go-shop period runs alongside it
— Expected to close at the end of Q4 2026, needs stockholder and regulatory approval, and the stock will be delisted from Nasdaq
Not financial advice.
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-> 92 possible multibaggers found
-> 39 rejected
-> 48 unread
-> 4 watchlisted
-> 1 to be purchased Monday
Thanks MUSE, 5 lucky people can still claim my code for free tokens: SX6AMQ
One cool rejected one, $BAER, leveraged bet on fire suppression, don't love high debt so passed
Since implementing my agent curated multibagger hunt:
-> 83 possible multibaggers found
-> 18 rejected
-> 2 on watchlist (revisit in '27)
-> 63 unread
$BBGI most interesting name unearthed, passed due to return on research needed vs probable sizing. Others would probably like.
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This guy's substack is the best I've found in a while, at the risk of bleeding alpha, I recommend a follow.
$6m market cap, covered by cash. In liquidation with an asset at least worth $6m likely $13m, they invest ~15m in it. This is what young Buffett thrived on $SFES
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Since implementing my agent curated multibagger hunt:
-> 83 possible multibaggers found
-> 18 rejected
-> 2 on watchlist (revisit in '27)
-> 63 unread
$BBGI most interesting name unearthed, passed due to return on research needed vs probable sizing. Others would probably like.
Muse is unreal, has read through 500+ stock pitches for me from sources I already follow, pulled out the multibaggers classified in a spreadsheet and turned into short, actionable 5min podcasts
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$FOUR is kind of funny, we all know it will have a fantastic 5y fwd return, but nobody (including me) wants to own it in this macro environment with further estimate cuts coming.
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What's everyone's AI agent workflows look like these days? Looking to improve, what I have:
1) Daily stock digest on watchlist names, look for news, mentions, podcasts, video interviews, fillings
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2) Scan all new yellowbrick pitches looking for multibagger potential
3) Scan new twitter blog posts looking for multibagger potential
4) Scan subscribed to blog posts looking for multibagger potential
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BetterIRR retweeted
1x1 company meeting requests for @PlanetMicroCap Toronto are now open for MCC community!
Get after it!!
meetmax.com/sched/event_1368…
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Huge news for $LODE, massive de-risk, very asymmetric setup.
We no longer have to worry about Metals, so focus can turn to SSOF which will be sold for >> the current marketcap hopefully within 6 months.
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ATTENTION: 18 more people can still redeem my MUSE code for free tokens:
SX6AMQ
(Must be within 48hs of signing up)
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BetterIRR retweeted
ATTENTION: Use my MUSE referral code for 1B free tokens for each of us, must use within 48 hours.
Thanks in advance!
Code: SX6AMQ
Sign-up link muse.ai/join
Muse is unreal, has read through 500+ stock pitches for me from sources I already follow, pulled out the multibaggers classified in a spreadsheet and turned into short, actionable 5min podcasts
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Muse is unreal, has read through 500+ stock pitches for me from sources I already follow, pulled out the multibaggers classified in a spreadsheet and turned into short, actionable 5min podcasts
8
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ATTENTION: Use my MUSE referral code for 1B free tokens for each of us, must use within 48 hours.
Thanks in advance!
Code: SX6AMQ
Sign-up link muse.ai/join
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