Full-time investor - Micro caps. Co-Founder of tracktacle.com/, a research and alert tool for investors.
Joined July 2020
- Tweets 7,537
- Following 208
- Followers 14,594
- Likes 35,592
1,399 Photos and videos
Pinned Tweet
Performance
2026 YTD: 0,6%
Performance since 01.01.2017:
IRR: 31,94%
TTWROR: 656.24%
I will publish a detailed quarterly report with all buys and sells within two days via the link in my bio.
5
73
11,011
Christian Schmidt ๐ช๐บ retweeted
With so many people joining the TrackTacle free trial right now, it is the perfect time to remind you that you can still save 30% on your full subscription.
May 21
Today is the anniversary of our launch! To celebrate, we are offering a 30% discount on all subscriptions for the next 30 days. Use code ONEYEAR30 at checkout.
1
7
1,564
$NOW.V I was surprised by this too this morning. We will likely know more next week. I hope the company updates the market in more detail.
app.tracktacle.com/publicatiโฆ
1
1
15
3,428
1/2 $MIND You know what's interesting? Before the stock tripled, I was concerned about the backlog and mentioned that on podcasts, Twitter, and in private discussions. Still, the stock skyrocketed and I did not participate. It took until now for the stock price to follow the...
Jun 12
1/13 $MIND Treading water in turbulent seas: Can a new credit line offset a collapsing backlog?
We analyzed how the narrative shifted across 7 sections of our latest Tracktacle transcript comparison.Let's walk through the exact changes section by section
app.tracktacle.com/publicatiโฆ
1
10
4,204
My pitch from back then:
open.substack.com/pub/tridenโฆ
1
2
1,548
Jun 12
5/13 Guidance & Numbers
The quantitative story softened significantly. Firm backlog collapsed by 45%, dropping from $13.9M to $7.6M. Net losses widened to $0.411M, and adjusted EBITDA fell 27% sequentially to $0.8M.
2
1,477
Christian Schmidt ๐ช๐บ retweeted
Jun 12
1/2 Using an LLM to analyze a company quick and dirty? Our bulk download tool will definitely help. We allow you to download filings, press releases, insider transactions, and transcripts for SEC and SEDAR stocks with one simple click.
1
1
5
1,108
Christian Schmidt ๐ช๐บ retweeted
Jun 11
1/12 $SABR | Q1 2026 Call vs BofA TMT Conference
We broke down exactly how Sabreโs corporate narrative shifted across the 7 distinct sections of our latest Tracktacle transcript comparison. Let's walk through the exact changes section by section.
app.tracktacle.com/publicatiโฆ
1
3
10
1,483
Christian Schmidt ๐ช๐บ retweeted
Itโs crazy how fast time flies. Iโve been using Tracktacle for over a year now, and I canโt imagine investing without this tool. Thereโs no faster or easier way to access filings, compare them using AI, screen new companies, get timely alerts, download bundled data and much more.
21 May 2025
Weโre officially Live!
tracktacle.com/
After a year of building, weโre proud to launch Tracktacle. A research and alert tool built specifically for semiprofessional investors and professionals in the early stages of their career.
A quick thread on what it does ๐งต
5
16
3,262
Christian Schmidt ๐ช๐บ retweeted
Senetas $SEN.AX ๐ป
Elevator pitch
Price: AUD 3.13/share
Market Cap: AUD 52.5m
Enterprise Value: AUD 34.5m
Ann. HY26 PBT: AUD 5โ6m
EV/PBT: 6โ7
Senetas builds defence-grade, quantum-ready encryption for governments, defence agencies and critical networks.
youtu.be/zTgVqnR9lQE?si=MPGkโฆ
1
3
18
4,842
I received a lot of DMs yesterday asking what happened with $RDCM. Apparently, some stock market guru told his followers he sold due to position management.
We are now looking at a growing 10x EV/EBIT software company that is almost impossible to kill with AI.
3
4
47
6,681
I can't emphasize enough how important consistency is, especially when it comes to keeping track of a management team's plans.
This is another vital step toward providing our users with a comprehensive overview of every critical aspect of a company.
1/*We just released a new feature, and we are 100% sure you are going to love it.
You can now easily compare and use AI to analyze management statements from an earnings call alongside all earlier calls in our database. This makes it simple to verify consistency and track the..
1
20
3,056
And thank you @nevergr33dy for coming up with this idea. We're always open to ideas from our users.
12
1,163
Christian Schmidt ๐ช๐บ retweeted
Jun 4
I have just published a post on the newsletter website. I would like to point out that, as always, I am merely explaining the reasons behind my own investment decision. This is not investment advice, and everyone should always do their own research. $SEN.AX
1
7
18
3,829
1/2 $IMB.AX I once made this comment as a joke, but it now genuinely appears that there are few shares left in the hands of retail investors. This scarcity explains the massive price swings we are seeing. Institutional investors are holding tight and only adding to...
2
18
2,859
2/2...their positions, with BC being the exception here, though their selling was not that substantial. When they do buy, the stock price moves up sharply. For instance, a small purchase of approximately 50k AUD caused a 5% spike. It has truly become an illiquid stock.
9
1,277
1/* Explaining why $IRIX is interesting is relatively simple, but I still have to do a lot of heavy lifting to actually convince other investors.
For me, the thesis is straightforward. They have a genuine chance to emerge from this year as a profitable medtech company,...
3
3
21
3,296
5/*...management has multiple initiatives underway to expand margins, such as contract manufacturing.
The reason they can finally achieve what seemed impossible for decades is equally clear: a newly favorable reimbursement environment, strong clinical data, and a management...
1
4
1,010
6/6...team that is actively moving past legacy constraints.
I recommend reading the latest earnings call transcript to get a better feel for management's initiatives.
app.tracktacle.com/publicatiโฆ
4
961