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.

🕵️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.

In case $VDTA not on your watchlist, this is your reminder to add it. It may have just put real commercial proof behind its AI infrastructure strategy. $29.5M, two-year cloud capacity agreement with a Nasdaq-listed co., backed by live liquid-cooled B200 GPU capacity in a "Tier-III data center". But: - Potential raise to accommodate it? - Margins? - Repeatability? - What Nasdaq-listed co.? Need details!

Listening in here - some faves from @majgeoinvesting and @SebKrog live at Substack. Maj on his last stock. open.substack.com/live-strea… I think a replay will be available.

Weekly update #15 was our best update, so far. Lots of great work by @Diego_La_Torre_ who reviewed developments among the 141 stocks in our index to help our community sift through the studs and duds, and unearth information arbitrage. mscliffnotes.substack.com/p/… $IFA.TO 👇

My first foray with a longer form update on #InfoArb Monitor, but I guess mentions don't get notified if placed at end of post? hmph! Where are you Elon!? Anyways. cc @MSmicrocaps @InfoArbMonitor @majgeoinvesting @GeoInvesting coming soon: mega filters x.com/MicroCapHound/status/2…

InfoArb Special Situation 1st mover advantage = Why microcaps! Last Friday: Tip comes in on $CVV This Monday: Email alert on special situation set-up, so our subs are informed ~$6.20 Wednesday: Full report ~$6.50 Thursday: $.6.78; Friday: $8.27 Wish it always worked this way, but odds are best in microcaps

Today at 11 EST we’re going to have the CEO of $BRM.V on our Mgmt. Briefing Skull Session to discuss the Q4 2025 results and the 2026 vision. We’ve been following $BIRMF for 3 years & we’ve conducted 6 interviews with their CEO. As the company evolves, it is addressing revenue lumpiness through expansion and recurring revenue strategies. Strong Q4 results and backlog provide improved 2026 visibility. Also see @smallcapdisc for additional coverage on $BRM.V

Production Update for @InfoArbMonitor news research app - Now live: - Complete highlighted search reference, now mobile friendly - Advanced industry filtering - Date range - did you miss a day? Making your research & idea discovery fast and easy! notice anything off? LET US KNOW!

ok $FTEK ! signs of good things to come. Reassurance that they are hungry for contracts and getting to work with today's news, albeit smaller than I'd like. But a win is a win. I don't think people realize how big this market is going to be.

Timeless quote from @majgeoinvesting : Diversification isn’t just about risk management. It’s also about buying yourself time, patience, and optionality. It gives you the freedom to take smaller bites at ideas you find interesting, even if they aren’t yet high conviction. Many of my best performers started out this way: “average conviction” names that I could afford to hold and watch develop. Over time, some of those positions matured into high-conviction ideas that became concentrated positions in my portfolio. The irony is, none of them would have made it into a top five “all-in” portfolio at the beginning. Yet they still ended up being life-changing. That’s the power of diversification: it lets you employ multiple strategies simultaneously. You can explore optionality, stay patient, and still get concentrated when conviction grows… without being held hostage by any single outcome.

Great interview - @majgeoinvesting hosts @Pixelresearch_ at the new Skull Sessions Substack. Nice to learn about how peers develop their investing processes & skillsets. Always something to inspire you to do better. 🚀 Looking forward to the next one! skullsessions.video/p/skull-…

Very valid! It's easy to get away from this methodology, and the regrets compound over time.

We're in such a fast moving market, if you don't embrace at least a little 'buy then investigate', you'll often miss out on a lot. Tricky stuff, but it is what it is.

Does this sound familiar? $VDTA I'll wait. verticaldata.io/vbox-dc/

GM! Feature in the @InfoArbMonitor pipeline for release next week - a contextual highlight preview column and jump to relevant document section, after a simple or complex search. Lot's more on the way Btw, going forward expanding to stocks > $1 Trillion mc app.microcapresearch.com/

Well, more insider buying at $TGEN.. now at higher prices. Susan’s second buy..

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