Good Investor / Horrible Trader, Electrical Engineer, former TIG welder, always a traveler

Joined April 2009
223 Photos and videos
Pinned Tweet
Tony was the best farm dog, chasing squirrels from the avocado trees, armadillos from the strawberry patch & herding cattle (all self-taught). A survivor of porcupine fights, snake bites & occasional cow stomps, Tony was a tough SOB but he didn’t have a mean bone in him #dogs
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Marcel Valentin retweeted
Most investors say they want honest stock analysis, but what they actually want is emotional confirmation of their own decisions. Want to be a better investor? Find someone who disagrees with and challenges you.
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Marcel Valentin retweeted
Kraken Robotics Reports Q1 2026 Financial Results with 35% Year-Over-Year Revenue Growth and Reiterates 2026 Guidance. For the full announcement, read our news release: ow.ly/HICs50Z54b2
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Don't forget companies that "supply razor blades to the razor companies"... $KRKNF $PNG.CA
This is insane. The $1.5T U.S. defense budget lays out $75B for drones. The combined market cap of U.S. pure play drone primes like $AVEX $AVAV $KRATOS is $27B.
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Hemos estado viajando por Galicia durant 3 semanas. La comida es espectacular, pero este restaurante ha sido el mejor: O Lar de Camiña. En A Rochela, es el lugar perfecto para comer si visitas Ribadeo o la Playa de la Catedral (20 minutos a pie). Mariscos excepcionales #viajes
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We've been traveling Galicia for 3 weeks. The food is spectacular; but this restaurant has been the best - O Lar de Camiña. In A Rochela, the perfect place to eat if you're visiting Ribadeo or Cathedral Beach (a 20 minute walk away). Outstanding seafood. #FoodieFind #travel
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No truer rules.
The #1 reason investors lose money in microcaps: They treat them like large caps. Different game. Different rules. Microcaps dilute. Microcaps are sprinters, not marathon runners. Microcaps are often cheap for a reason. Most stay microcaps. Learn the rules.
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Marcel Valentin retweeted
Kraken Robotics has successfully demonstrated its KATFISH towed synthetic aperture sonar and autonomous launch and recovery system (LARS) from SEFINE’s RD-22 unmanned surface vessel (USV) in coordination with SEFINE SISAM. Read the full announcement: ow.ly/jA3b50YESkb
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Marcel Valentin retweeted
Concentration builds wealth. Overdiversification kills returns. Stanley Druckenmiller: “You make 70–80% of your returns on two or three ideas, even if you have 30 or 40 stocks.” The best investors focus on their highest conviction bets. Conviction > diversification.
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Are you excited to see the new Terry Fox $5 bills coming out?
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Defense tech is thematic. President Trump proposed increasing the 2027 defense budget at $1.5 trillion versus the $901 billion approved by Congress for 2026. Canada is ramping it's spend (3.5% of GDP by 2035).
Kraken Robotics Announces $24 Million in Defence Orders. Read the Press Release: ow.ly/WCrb50Yv9zP
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Or get bought.
Replying to @danielfoch
Once they grow they leave for the USA
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Marcel Valentin retweeted
For decades, agriculture has relied on a "standard diet" of heavy NPK Our next report features @Rep_Nutrients [CSE: $ERTH.CN], a company at the intersection of biology & scale focusing on patented granulation that blends minerals with active microbes tinyurl.com/5bab7ck6
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Marcel Valentin retweeted
Geopolitics meets the grocery aisle. The current instability in Iran has effectively severed a primary corridor for global fertilizer trade, sending nitrogen costs soaring just as spring planting begins. Read the case for regenerative alternatives ==> tinyurl.com/5n9xddw9
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Sign up for 4:30pm ET webcast here... event.choruscall.com/mediafr… $PNV.CA $KRKNF

A kraken swallows a whale. Kraken Robotics acquires Covelya Group, a leader in subsea navigation, positioning, monitoring and communications. Conference call today at 4:30pm Eastern Time tinyurl.com/4xaa4vnc $PNG.CA $KRKNF
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Marcel Valentin retweeted
A kraken swallows a whale. Kraken Robotics acquires Covelya Group, a leader in subsea navigation, positioning, monitoring and communications. Conference call today at 4:30pm Eastern Time tinyurl.com/4xaa4vnc $PNG.CA $KRKNF

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Marcel Valentin retweeted
💣@cybeatstech and Keysight Partner to OEM Cybeats' SBOM Platform for Software Supply Chain Security Full PR ==> tinyurl.com/5f9kc5rz [CSE: $CYBT.CN] [OTCQB: $CYBCF] [NYSE: $KEYS]
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