InfoArb Monitor
@TeamPraaP
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Redefining how microcap press release research is done. Covering over 10,000 stocks under $2B market cap in U.S./Canada https://t.co/KDJHx4UEYt
Joined February 2025
How press release research brought $BUI.TO into our research funnel on 5/22/2024 at $2.20. Stock was taken private today at $7.30, a 231% premium over the find. Start watching at minute 5:42 in attached research session video. Introduction goes over how to use our new tool.
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It’s absolutely incredible what guys like @iancassel, @PaulAndreola, @majgeoinvesting and @BobbyKKraft have done for the microcap space. Within minutes of researching a company you can access years information: Company presentations, threads on the MCC or interviews with the CEO.
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Hmm. We just spoke with a company that reduced staff by 20% in one department due to AI. We’re also seeing more companies mention this trend in earnings call transcripts. You’d think it would indirectly impact demand for recruiters.
“Recruiters are being laid off in massive numbers at large corporations. It’s not just artificial intelligence. These companies have halted all hiring completely. It hasn’t been this bad since 2008.”
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$LEAT Q3 InfoArb TearSheet is published. Pay particular attention to the yellow highlights in the images below as your assessing whether the stock’s 20% pullback in reaction to a sequential drop in earnings was appropriate (was strong YoY). @TeamPraaP
https://t.co/RxggQXn4tn
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Information arbitrage tear sheet of the day: $SRTS … can we believe that they have actually turned the corner? Finally, a medical device company that should benefit from a favorable CMS coverage (Medicare/Medicaid) update! Summary of Quarter-over-quarter comparison (Q2 2025
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DoorDash down 20% after everyone realized a $27 cheeseburger costs $6 at the store
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$ACFN got so obliterated yesterday — down 40% — the market ran out of red candles. Yet on the Q3 call, the CEO discussed 5 growth initiatives, including #InfoArb on 2 potential active acquisitions . Investors likely overreacted. Clip from our NEW earnings call archive 👇
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Common dude.. To say it’s nearly impossible to gain an edge in the stock market is a ridiculous statement. Don’t take it the wrong way… yes, real estate is part of the wealth building strategy and investing in stocks can be hard. But, your comment isn’t well thought out, at all.
Stock Market Investing: Nearly impossible to gain an edge. Real Estate Investing: Pretty easy to gain an edge. Yet, people keep spinning that wheel and watching that ticker.
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Also interesting was that $FTEK earnings call actually dropped a little bit of InfoArb related to pursuing new & broader power generation opportunities, not just data centers. That totally changes the story… IF it materializes. Here’s the narrative using @TeamPraaP platform.
$FTEK 8-10 data center opportunities valued at $80-100 million total. Mgmt said they are hoping to have some announcements before the end of this year. I’m a buyer here. https://t.co/GQfxTeB19N
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The earnings transcripts and recordings can now be accessed on the $FTK and $FTEK by searching for the symbols and clicking on the earnings call menu. You can also download the scripts.
3 Top microcap earnings through Wednesday PM, via @TeamPraaP $CRAWA Quietly keeps humming https://t.co/cvxDFp9GSK $FTK https://t.co/z6L9fa5nsW $FACO Growth resumes https://t.co/z6L9fa5nsW Still waiting for $FTEK to win 1st emissions data center deal. https://t.co/qJpgVEmGTb
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$GRID.TO ArbSheet + Trends Analysis points out: “a seemingly hardware-centric story is evolving into a platform-plus-analytics model with much greater margin potential.” “Customer-first pricing strategy is reinforcing long-term relationships and helping drive record sales
Using the new #InfoArb Hot Trends Analysis, notice how $ARE.TO ( $AEGXF) is hitting on 4 major themes: ⚡ Power ☢️ Nuclear 🏗️ U.S. Infrastructure 💾 Data Centers And this isn’t some fly-by-night startup with zero sales. It’s a boring Co. with ~C$6 billion in sales. @shantaram83
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Case study on how our press release research tool enabled a 240% day trade. (Sometimes, you need to react & ask questions later).
Press Release Research Platform update is live → now with earnings calls + audio (mobile formatting tweak coming). Rolling this out slow & methodical—you’ll see why soon. Free account/password needed to access new features. Thanks for all the feedback 🙏
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One of my favorite X accounts is @BULLReturns. I've learned a ton from his Cyclical Framework (shared below). Print it out. Study it. Execute it.
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Free alpha drop - These are an amazing tool that is well worth subscribing to Really gets at the heart of what matters in a way that other things (besides of course just doing this yourself, but they do a great job anyway) don’t @majgeoinvesting @TeamPraaP
With inspiration from successful trend investors like @realLigerCub @dgkunze1 @KyleAdamsStocks @Mike10947310 @GrumpierBTDay, InfoArb TearSheets has now added “trend analysis.” Continuing with $AXTI, here it is https://t.co/G6aQriARwE
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Using the new #InfoArb Hot Trends Analysis, notice how $ARE.TO ( $AEGXF) is hitting on 4 major themes: ⚡ Power ☢️ Nuclear 🏗️ U.S. Infrastructure 💾 Data Centers And this isn’t some fly-by-night startup with zero sales. It’s a boring Co. with ~C$6 billion in sales. @shantaram83
With inspiration from successful trend investors like @realLigerCub @dgkunze1 @KyleAdamsStocks @Mike10947310 @GrumpierBTDay, InfoArb TearSheets has now added “trend analysis.” Continuing with $AXTI, here it is https://t.co/G6aQriARwE
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With inspiration from successful trend investors like @realLigerCub @dgkunze1 @KyleAdamsStocks @Mike10947310 @GrumpierBTDay, InfoArb TearSheets has now added “trend analysis.” Continuing with $AXTI, here it is https://t.co/G6aQriARwE
As a reminder, you can now use our platform to access earnings call replays & transcripts on stocks in 🇺🇸🇨🇦 with market caps under $2B. Notable takeaways from $AXTI Q3 call: •Large #DataCenter demand •Better visibility •New customers •Return to profitability •Risk=Permits
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As a reminder, you can now use our platform to access earnings call replays & transcripts on stocks in 🇺🇸🇨🇦 with market caps under $2B. Notable takeaways from $AXTI Q3 call: •Large #DataCenter demand •Better visibility •New customers •Return to profitability •Risk=Permits
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Q3 Earnings Summary: $ARE.TO $AEGXF: Inflection could occur in early 2026, when legacy contracts with weak gross margins are finally complete. Stock also has a #nuclear angle. “Of the remaining three projects, two are currently expected to be substantially complete by the
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Final Takeaway quotes from Q3 $HMDPF InfoArb TearSheet: Data Center opportunities take center stage.. “By Q3 2025, that promise materialized into a business experiencing a step change: firm, multi-year data center orders dominate the backlog, operational ramp-up in Mexico is now
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Wrapping up day 3 with our key takeaways, top ideas, and a few names that we wished would have attended including $CODA $ISSC $TIKK $BUKS $KLNG $SIF Great session! @majgeoinvesting @SebKrog
Closing session - in 10 min (Oct 29, 12:50 PM, ET) Maj Soueidan (@majgeoinvesting), Nicholas Cortellucci (@NickCortellucci) & Sebastian Krog (@SebKrog) A roundtable on the biggest takeaways, standout companies, and follow-up ideas worth deeper research. https://t.co/hnMkYTckcp
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