$SRES.V is now winding down and the stock is up 63% today. The stock is up over 100% since I pitched it.

I didn’t buy enough $EVC

Here is this week's special situations digest. 281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events. Make sure to check it out

A Spin off that’s grown revenue at a 100% CAGR trading at 11x earnings. Link in bio

Rashee Rice finally understand what it feels like to get unexpectedly hit at a high rate of speed and have the man responsible leave the scene

His orders look to always involve fractional shares, so he is likely not doing manual orders and the stake is determined by something else (like kelly criterion or other). Lots of position sizes ranging from tiny to huge, meaning he could be covering all sides of the bets or he simply is betting according to edge. I think he's cross "time" arbing the btc mkts which is very profitable if you know the option value of btc price at x date. Then you just pick off prices that are wrong. Looking at his activity, he's obviously automated this. On Poly, there's lots of opps coz markets that are correlated - like "btc by dec 4th > 100k" & "btc by dec 5th > 100k" - become disrupted by the current retail betting base. As in, a bettor comes along and market orders "btc by dec 4th > 100k", crossing the spread so moving the price, but "dec 5th > 100k price" doesn't change because the retail bettor didn't cross the spread on that market, however they are obviously correlated mkts so at least 1 of the prices on either outcome has to be the wrong price. That would result in at least 1 ev bet. This is like 1 out of 20 things i've thought of how to gain edge on polymarket, alas I have no coding skill so tradfi quants, you can have at it. PS: I manually put on a cross market arb @ 8% return ending in a month just now. Lots of opps there.

I’ve started messing around on Kalshi and it’s pretty easy to scalp trades

Sometimes you don't even have to get past the first page to know it's a pass

5 Micro Cap quick pitches Link in bio

My favorite part of ChatGPT deep research is looking through the links it uses. I tend to get more value out of the links it finds than the actual response.

Analyst: ... "𝘐𝘯 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘢𝘭 𝘵𝘦𝘳𝘮𝘴, 𝘺𝘰𝘶 𝘩𝘢𝘷𝘦 𝘢 𝘯𝘦𝘢𝘳 𝘮𝘰𝘯𝘰𝘱𝘰𝘭𝘺?" CEO: "𝘐 𝘥𝘰𝘯'𝘵 𝘭𝘪𝘬𝘦 𝘵𝘩𝘪𝘴 𝘸𝘰𝘳𝘥". 😆

Anyone else having a problem with Su**t*ck? Every time I try to write something the website refreshes and removes what I added

Some interesting names in the comments 👇

TSH Corporation ($KUH.SI) Market Cap - $4.43 million P/E - 5 P/NCAV - .74 TSH is a nanocap I found while going A to Z in Singapore. It’s a small business that operates six whiskey and cocktail bars in Singapore and has a whiskey distribution arm. Four of the bars are 1/🧵