Liger Cub (@realligercub) 's Twitter Profile
Liger Cub

@realligercub

Generalist public equities stockpicker. Long-biased, yet opportunistic. Author of Byron Street Research.

ID: 1655684342125940736

linkhttps://www.byronstreetresearch.com/ calendar_today08-05-2023 21:21:48

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Liger Cub (@realligercub) 's Twitter Profile Photo

My next write-up was going to be on $GSI.V, but unfortunately, the stock has more than doubled. Solution: I’ll soon introduce a new one-pager format for ideas with near-term catalysts. Same deep research process, just faster delivery. Re the name, it was experiencing an

My next write-up was going to be on $GSI.V, but unfortunately, the stock has more than doubled.

Solution: I’ll soon introduce a new one-pager format for ideas with near-term catalysts. Same deep research process, just faster delivery.

Re the name, it was experiencing an
Common Sense Investing (@onecentinvest) 's Twitter Profile Photo

An introduction to Hydreight Technologies $NURS.V $HYDTF on YouTube talking about the potential huge rewards, but also the risk youtu.be/hK-KxQP2A4c

An introduction to Hydreight Technologies $NURS.V $HYDTF on <a href="/YouTube/">YouTube</a> talking about the potential huge rewards, but also the risk youtu.be/hK-KxQP2A4c
Liger Cub (@realligercub) 's Twitter Profile Photo

Catalyst Watch is now fully comprehensive, tracking all press releases, 8-K filings, earnings reports, and call transcripts across North America. It’s already 70+ pages. Two must-bookmark resources that make my life much easier: • For tracking press releases:

Catalyst Watch is now fully comprehensive, tracking all press releases, 8-K filings, earnings reports, and call transcripts across North America. 

It’s already 70+ pages.

Two must-bookmark resources that make my life much easier:
• For tracking press releases:
Liger Cub (@realligercub) 's Twitter Profile Photo

New write-up. New format. One-pagers now reserved for setups with near-term catalysts. Same deep research process, just faster delivery. A relevant quote from a John Rotonti Jr interview with Win Murray of Diamond Hill: "The outstanding [analysts] do a wonderful job of isolating the

New write-up. New format.

One-pagers now reserved for setups with near-term catalysts. Same deep research process, just faster delivery.

A relevant quote from a <a href="/JRogrow/">John Rotonti Jr</a> interview with Win Murray of Diamond Hill:

"The outstanding [analysts] do a wonderful job of isolating the
Liger Cub (@realligercub) 's Twitter Profile Photo

Putting your investment philosophy and process down on paper is such a useful exercise. It frees up so much mental space. Hoping to finally share mine in the next few weeks. FWIW, the last write-up, where sales deceleration is about to turn into triple-digit growth over the next

Putting your investment philosophy and process down on paper is such a useful exercise. It frees up so much mental space. Hoping to finally share mine in the next few weeks.

FWIW, the last write-up, where sales deceleration is about to turn into triple-digit growth over the next
Liger Cub (@realligercub) 's Twitter Profile Photo

Yday, $NURS.V agreed to acquire an initial 5% stake in Perfect Scripts in exchange for 2.25mm shares. As part of the agreement, they will partner to launch a 503B pharmacy, and Hydreight will receive the lowest pricing on all products sold or made available by Perfect Scripts.

Liger Cub (@realligercub) 's Twitter Profile Photo

$NURS.V - The Perfect Scripts Deal - Explained Shareholder webinar scheduled for July 24: hydreight.zoom.us/webinar/regist…

Liger Cub (@realligercub) 's Twitter Profile Photo

The Anatomy of the Perfect Investment Workstation • ThinkPad X1 Carbon • 3× Dell UltraSharp 27" 4K Monitors • ThinkPad TrackPoint Keyboard II • ThinkPad Bluetooth Silent Mouse • ThinkPad X1 ANC Headphones • Herman Miller Aeron Chair • Herman Miller Sit-to-Stand Desk •

The Anatomy of the Perfect Investment Workstation

• ThinkPad X1 Carbon
• 3× Dell UltraSharp 27" 4K Monitors
• ThinkPad TrackPoint Keyboard II
• ThinkPad Bluetooth Silent Mouse
• ThinkPad X1 ANC Headphones
• Herman Miller Aeron Chair
• Herman Miller Sit-to-Stand Desk
•
Liger Cub (@realligercub) 's Twitter Profile Photo

Q2 Performance Review (+36.0%) is finally out! This update places all past write-ups in their current context, winners and losers alike. Several picks are being closed effective immediately, with three mistakes documented and lessons learned. Most names, though, have played out

Q2 Performance Review (+36.0%) is finally out!

This update places all past write-ups in their current context, winners and losers alike. Several picks are being closed effective immediately, with three mistakes documented and lessons learned.

Most names, though, have played out
Liger Cub (@realligercub) 's Twitter Profile Photo

$NURS.V is now at ATHs and almost double from when first pitched in May. Back then, I wrote: "I’m not just projecting this to be my new multibagger. I’m absolutely sure it will be." From the moment I hit publish, I regretted being so definite. Confidence is important, but so is

$NURS.V is now at ATHs and almost double from when first pitched in May.

Back then, I wrote: "I’m not just projecting this to be my new multibagger. I’m absolutely sure it will be."

From the moment I hit publish, I regretted being so definite. Confidence is important, but so is
Liger Cub (@realligercub) 's Twitter Profile Photo

Not necessarily surprises, but interesting at first glance. 20 of them, out of ~50 flagged on Byron Street. No DD on any, just sharing notes. 1. Acorn Energy, Inc. (ACFN) | Scientific & Technical Instruments Announced 2Q25 revenue of $3.5mm, up 55% yoy, and diluted EPS of $0.28

Liger Cub (@realligercub) 's Twitter Profile Photo

Fintwin is an incredibly powerful community, if you know how to use it. I wanted to share how collaborative research on the platform helped me and many of my subscribers make real money on $NURS.V. Back in April, I got a DM from matt: "You should check Hydreight."

Fintwin is an incredibly powerful community, if you know how to use it.

I wanted to share how collaborative research on the platform helped me and many of my subscribers make real money on $NURS.V.

Back in April, I got a DM from <a href="/almightyscho/">matt</a>: "You should check Hydreight."