20 accounts definitely worth following for ‘off-the-beaten-path’ ideas, especially smaller companies… (Let us know who else we should be following). MicroCapValue (neglected microcaps) 41investments (quality growth) @Leevalueroach (deep value microcaps) @Ragingbullcap

DMX Capital Partners DMX Asset Management stock pitch on Aussie nanocap Aeeris $AER.AX 🇦🇺 AER is a meteorological data company that helps its customers make informed climate-related business decisions, receive weather alerts, and understand potential climate risks. - Sticky, annuity-style

Fascinating story... konichivalue.com/p/bnf-the-grea…

Vltava Fund Daniel Gladiš building a position in Corpay $CPAY ‘An important component of Corpay’s business consists in commercial and fleet payment programs that cover specific expense categories such as those for fuels, travel expenses, tolls, and other operating outlays.

Arquitos Capital Steven Kiel bullish on Liquidia Corporation $LQDA 🇺🇸 - A biopharmaceutical company. - Lots of products/breakthroughs in the pipeline. - Possible future buy-out.

Alluvial Capital stock pitch on $IFOS.TX Itafos 🇨🇦 - Small producer of phosphate fertilizers. - Extremely profitable, has nearly zero net debt. - Trading at around 4 times operating cash flow based on 10-year average phosphate prices. - Growing demand. - Could be an acquisition

James Milner is 40 and still playing in the Premier League. Now that's impressive.

I don't understand why $IBKR is insisting on 2-factor authentication. The amount of money I'm losing on every single trade, like buddy, who else do you think it could be?

If you have access to Thai stocks then this is an interesting idea - Carabao $CBG.BK 🇹🇭

Another interesting idea from Jeremy Raper - $WEB.AX Web Travel 🇦🇺

Great accounts to follow for Japanese small cap ideas, with stocks they've recently mentioned... 🇯🇵 🇯🇵 Japan Small-Cap Investor 👇 - 7399.T Nanshin – Downward revision but undervalued at 0.34x P/B. - 4624.T Isamu Paint – Strong Q3 progress, 0.44x P/B. - 3773.T Advance Media – Q3 OP up 70.6%

A round-up of the best ‘fresh-off-the-press’ stock pitches from last week. 39 ideas to get stuck into from SaaS to critical infrastructure monopolies. Feat. Memyselfandi007 Chris Waller Carlos M Lani Grizzly Research Amateur Capital Colin King

Stock pitch on Tasmea $TEA.AX - Aussie small cap compounder trading at a reasonable price...

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Fawkes Capital Management pitch on $8637.HK – Metasurface Technologies Holdings 🇭🇰 -Singapore based company. - Manufacturers components used in semiconductor equipment. - Supplies Advanced Materials and possibly Lam Research. - Global chip shortage/long term demand. - Barriers

Nice update from $RFX.L – Ramsdens Holdings 🇬🇧 I wrote about the company back in September which anyone can read here if interested... drive.google.com/file/d/1z1S23F…

1 Main Capital Yaron Naymark added significantly to Limbach Holdings $LMB last quarter 🇺🇸 'LMB is a leading building systems solution firm that partners with owners of mission-critical infrastructure to offer design, engineering, maintenance, and repair services. The company

The problem with investing is that it leads you down all nooks and crannies. I'm currently listening to a New Zealand farmers podcast discussing why the price of sheep has doubled. There once was a time when I used to be cool.

Well worth a read. Stock pitch on $RELL Richardson Electronics...

Humiliation ritual YTD. The holier-than-thou quality guys who used to opine about how they owned "world class businesses at 50x earnings that were simply too high IQ for the normies to understand" are all down 30%, and room-temp African coup detats rare earth guys are up 100%