1/2 $NSYS is up over 40% over the last few days, after selling near book. Why? Possibly due to InfoArb on their Q1 earnings call - mentioning drone exposure, on top of the current positive news flow that wasn’t getting respect.

Round Table Skull Session with @DeepSailCapital @Pixelresearch_ @MicrocapDr, Shorting & Squeezes. "I've had plenty of shorts that have worked out over time, but when I go back and do all the math, I realize I actually lost money because I paid so much borrow on the position."  skullsessions.video/p/why-gr…

Today, $EACO Becomes the 76th stock to reach MultiBagger status in the MSMqi… -A sleepy OTC stock, in a boring business, that only puts out four releases per year. -Every quarter has been a record since 2022. -$400M in revenue and very profitable. -From $18 to $110 in 5 years.

$DRX.TO $ADFJF information arbitrage tear sheet ( PR vs Earnings Calls) is now available. This excerpt highlights margin outlook and LAR (recent acquisition) capacity expansion goals. deltasheets.substack.com/p/a…

Calculating $OCC next Q EPS should be fairly easy. The backlog to next Q sales multiplier ranged from 1.8x to 3x for the last 13 qtrs. A 2x multiplier q2 margins puts Q3 EPS at 26c on $26M in sales. Backlog should keep rising. OCC has gone from geek to Chic. @InfoArbMonitor

Here’s a nice little bit of information arbitrage from $TACT Q1 earnings call verse press release, where mgmt “framed (AI) as a development accelerator and that its hardware/software model is less exposed to AI disruption than simple SaaS apps.” deltasheets.substack.com/p/t…

2 key Bullish signals from $OCC InfoArb TearSheet, now available: - Backlog will probably increase - Looking to increase capacity Link to tear sheet: deltasheets.substack.com/p/o…

Doing a little Data Center press release research today. We made a few changes at @InfoArbMonitor to improve this process and the user navigation. Thank you @MicroCapHound

As Peter Lynch said, understanding if management knows the competition is an important research step. For example, I asked the CEOs of $TGEN and $CGEH about each other’s businesses. After some Claude analysis, I asked $PPIH to proof point some of their competitive advantage claims. During a virtual conference, I asked subsea player, $MIND, to evaluate $CODA and $KLNG from a competitive or channel partner point of view. The CEO of another stock I own told me that he decided not to beef up his marketing staff to drive sales on $AMZN … instead choosing to spend a few hours just mirroring the way the leading competitor set up its AMZN pages (and it worked). I’ll also ask management to be specific on who their publicly traded comps are. Sometimes you’ll get great “buy recommendations” after your discussion. Understanding the competition in stocks you own is also key from a business development point of view. For example, understanding $KTEL and $ATGN helped me figure out how connecting them could translate into them doing business together.. resulting in revenue for one company and cost savings for another. Just connected KTEL and $CXDO. CC: @MSmicrocaps @InfoArbMonitor @GeoInvesting

🕵️Operation $PBSV🕵️ The set-up: InvestorHound.com shows me PBSV & $RCAT are less than 15 miles from my beachhead in San Juan. #Claude analyzes PBSV data - Perennial underperformer with TBV ~$0.52, where liquid assets (cash Treasuries) represent ~92% of TBV, vs a price of $0.56. No Debt. But, liquid assets have declined steadily due to dividends, small buybacks, slight operating losses, and a related-party equity investment into a board director’s AI lead generation company. Mission: RCAT deploys drones to monitor PBSV via coordinates from iHound. Conclusion #chatgpt - Experiences brain freeze: “I don’t know why the heck RCAT trades at 50x TTM revenue & 12x guided revenue, while losing over $80M based on Q1 run-rate and missing past target goals. We’re all screwed. oh and yes, you’re so smart boss, what else can I do for you today?” For what it’s worth, RCAT guided Q2 2026 to positive EPS… Tools Powered by @InfoArbMonitor @MicroCapHound BTW.. Will spend a few more seconds on PBSV, but not with having large expectations.. Maybe do a site visit.

Subject: $RELL & its entry into battery energy storage solutions (BESS); “Why read press releases” A reason I like consuming press releases is that they give me color on what companies are saying about industries of stocks I’m following. For example, I came across $SUUN this A.M. I’m not interested in the stock, but I wanted to read the release because it’s participating in BESS and provided some industry color. I’ve now created a real-time BESS filter using @InfoArbMonitor to get alerts on stocks mentioning BESS in their releases to see if I can find any legitimate Cos, and become more informed to help me diagnose $RELL’s opportunities in BESS. app.microcapresearch.com/new…

Asked mi amigo Dean, of @pernasresearch, to checkout InvestorHound.com. He’s like… dude… you know I’m “working” in Madrid for a couple months.. I’m like… come on man… I got you covered… we’re testing going global👇

InvestorHound.com has been officially released. Find companies near you. Some use cases: -Map out site visits -While you’re at a conference, find Cos not attending that you want to meet -Find companies near your home base (idea discovery) Still working out some kinks

You have more public companies around you than you realize. I'm sure of it. investorhound.com. At least 1,775 within 100 miles of me. You going to be in an area? Pick your site visits. Make a list. Adding features, looking for feedback.

1/3 GeoWire Weekly No. 240 is ready: 🎥Skull Sessions with Dean Pernas of @pernasresearch … absolute 🔥🔥🔥 🧐An early look into $RELL 🏦TPC Cliff Note from @MSmicrocaps 🕵️New data center InfoArb from a staffing company.. No, it’s not $RCMT… geoinvesting.com/inside-moto…

2/3 Stay ahead with the GeoWire Weekly Wrap-Up: • Earnings • Model portfolio updates • Theme-based screen updates • Weekly Featured Research • Investor & CEO Skull Sessions • Actionable InfoArb via @InfoArbMonitor and @MicroCapHound Built for serious microcap investors

Every investor would love to find the next Mark Leonard. Imagine it is May 2006 and, to provide liquidity for institutional investors, Constellation Software is going public. You hear about its genius CEO and invest, compounding your investment at more than 30% for the next 20 years. That single decision makes you a fortune. Because we know how the story ends, we revise history. We look at Mark Leonard today, a legendary, towering CEO, and think, “I would have written that check.” But let’s be honest: you wouldn't have. Almost no one would have. Because the Mark Leonard of 2006 looked nothing like the man we know today. There was no track record, just a former gravedigger and venture capitalist with an unconventional idea to buy dozens of obscure vertical market software companies. Wall Street was skeptical. The consensus view said these were dying businesses and the model would not scale. Leonard himself was a ghost. There were few articles written about him. He didn’t give guidance or host earnings calls. The annual meeting was a small, formal affair. Few investors knew what he looked like; Google searches came up empty. Constellation’s website was terrible. To many investors, not participating in these rituals was suspicious. It was easy to come to the conclusion that Leonard was hiding something. But Leonard liked it this way. He was confident and understood companies get the shareholders they deserve. Without being promotional, he provided enough information so that investors could make up their own minds about Constellation’s stock. The irony is that when searching for the 'next' Mark Leonard, we look for what he looks like today, not what he looked like then. We search for billionaires with impeccable track records and clean reputations. We like it when they grace magazine covers. We seek validation from others on Twitter - it will always be Twitter to me - and at cocktail parties. But we should be looking for what they looked like then: eccentric but rational, and ignored by the masses. It is hard to overstate how uncomfortable this is. It means looking foolish for years before you are proven right. And that is exactly why so few people ever find them.