Maj Soueidan (@majgeoinvesting) 's Twitter Profile
Maj Soueidan

@majgeoinvesting

Full-Time Microcap Investor, 30+ yrs | Tennis, Blues Guitar, Football | @GeoInvesting, @MSmicrocaps & @TeamPraaP | 200+ Multibaggers | Quality Matters

ID: 3298350420

linkhttps://geoinvesting.com/terms-conditions/ calendar_today27-07-2015 18:54:08

5,5K Tweet

15,15K Followers

1,1K Following

MSmicrocaps (@msmicrocaps) 's Twitter Profile Photo

Even if you’re predominantly a large cap to small cap investor, we encourage you to keep an open mind to the possibility that quality Cos. exist in microcap land, and that you can kill it by taking advantage of the information & time arbitrage that investing in the space offers.

Maj Soueidan (@majgeoinvesting) 's Twitter Profile Photo

Even though I have a higher conviction in $TGEN products and long-term potential, I took a bigger out of the gate position in $FTEK, compared to nimbly building a substantial position in $TGEN.” Why?👇

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Beta has a funny way of making us look like geniuses in bull markets and exposing our ignorance & egos during bear markets. Don’t get complacent during bull markets by losing your investment disciplines.

Maj Soueidan (@majgeoinvesting) 's Twitter Profile Photo

We’re loving our contributors’ added value to GeoInvesting, LLC.. Pmony is having an early 47% win, so far, on his $SNYR pitch. Congrats to John Manna, today, on $DALN monster acquisition premium…

Maj Soueidan (@majgeoinvesting) 's Twitter Profile Photo

Additionally, this $AMZN new has no negative implications on $TGEN. Its solutions can/will work in conjunction. As a matter of fact, this news is neutral to positive for TGEN’s end customer solution.

Maj Soueidan (@majgeoinvesting) 's Twitter Profile Photo

While being cautious when investing in microcaps can help you avoid landmines, being too careful can also keep you on the sidelines far too long, especially in microcap land, where perception gaps are what actually create the multibagger mispricings we aim to exploit.

Maj Soueidan (@majgeoinvesting) 's Twitter Profile Photo

Best way to describe my experience investing in U.S. Listed China Based Cos: Shorting: 💵 🥳 Going Long: 🔥🔥 🔥 💵 😡🤮

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Hmm. This is how I would look at the $FTEK story (in addition to locations). Per the Q1 call: ✅ Each unit = $1m to $2m. ✅ Hinted at opportunities involving clusters of 20+ units, each potentially worth $1–$2 million apiece. ✅Acknowledged that if even one multi-unit projects

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Also useful to know that $FTEK is capital light (outsources manufacturing). So, if the opportunity arises, scaling should be easy. Mgmt. also claims to have a strong supply chain. Combining all this with a big cash balance & performance guarantees makes them a strong OEM partner.

Sebastian (@sebkrog) 's Twitter Profile Photo

At the end of last year, I bought two Canadian microcaps. One had great short-term potential, but I wasn’t particularly excited about the opportunity. The other business, however, felt more appealing to me—though I couldn’t quite explain why. I sized both positions at roughly 5%

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How I’ll feel if $TGEN and $FTEK announce anticipated data center contracts… on the same day. (Slightly priced in on $TGEN, but amazingly, not even close to being priced in on $FTEK).

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$PCHM experiment is finally over; acquired at a shit premium to activist “takeover” involvement. I’m probably going to take heat for this, but no disrespect… are you fucking kidding me, this is a win?👇 “It is not every day that a deal is achieved that is a win for all

Maj Soueidan (@majgeoinvesting) 's Twitter Profile Photo

All due respect Tim, this is 💯 false. You didn’t fix dividend policy. It was already firmly in place & you know it! I also believe Co. bought back shares in private deals. Let’s call a spade a spade… Legacy CEO warned that what activists wanted to do wasn’t going to work.

GrumpierByTheDay (@grumpierbtday) 's Twitter Profile Photo

Copying a SS post from Maj Soueidan GeoInvesting, LLC. to highlight his perspective on long-lived businesses with unrecognized growth inflections. This is where I see $CODA right now. Time will tell if I'm right, but I think the deck is stacked in CODA's favor.

Copying a SS post from <a href="/majgeoinvesting/">Maj Soueidan</a> <a href="/GeoInvesting/">GeoInvesting, LLC.</a> to highlight his perspective on long-lived businesses with unrecognized growth inflections.

This is where I see $CODA right now. Time will tell if I'm right, but I think the deck is stacked in CODA's favor.
Maj Soueidan (@majgeoinvesting) 's Twitter Profile Photo

Excerpt from GeoInvesting, LLC. Sunday Weekly Wrap-Up to drop soon👇 This weekly post will cover news updates from $SGRP, $DRX.TO ( $ADFJF ) $OPXS, $CSBR and a new percolating data center theme at one company. By the way, $ACFN made a long-awaited leap to the Nasdaq, which came