Pixelresearch_'s profile picture. I am a finance student in my 20s, I provide coverage of the sub-$2B small-caps. High-conviction stock research, Post-Keynesian Macro Analysis and Interviews!

Pixel Research

@Pixelresearch_

I am a finance student in my 20s, I provide coverage of the sub-$2B small-caps. High-conviction stock research, Post-Keynesian Macro Analysis and Interviews!

Ghim

Want to find the next Microcap Opportunity? You have to take a look where nobody else is. We have a new interview out with @PaulAndreola on the art of microcap investing, why "boring is beautiful," and why he loves averaging up. open.substack.com/pub/pixelresea…

Pixelresearch_'s tweet image. Want to find the next Microcap Opportunity? You have to take a look where nobody else is.

We have a new interview out with @PaulAndreola on the art of microcap investing, why "boring is beautiful," and why he loves averaging up.

open.substack.com/pub/pixelresea…

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U.S. Envoy Steve Witkoff warned Iran could be one week away from producing nuclear weapons. lol


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SaaS stocks tomorrow:

david_katunaric's tweet image. SaaS stocks tomorrow:

JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened?​​​​​​​​​​​​​​​​ citriniresearch.com/p/2028gic



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Thank you for the interview - I obviously had a fun time!

A Practical Guide to Microcap Investing It was great talking to @onecentinvest and get a better idea on how to leverage curiosity to outperform the institutions pixelresearch.substack.com/p/a-practical-…

Pixelresearch_'s tweet image. A Practical Guide to Microcap Investing

It was great talking to @onecentinvest and get a better idea on how to leverage curiosity to outperform the institutions

pixelresearch.substack.com/p/a-practical-…


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$SOMA.V $SMAGF - SOMA GOLD CORP. SOMA will be an easy X4-X6 in the 1-2 coming years. It has forward P/Es of 1.5, 1.3, 1.2, 1.1 (if the Gold price remains flat). That's ridiculous. SOMA will become a 80,000 - 100,000 OZ producer in the coming years at a low AISC of $1,850. They

$SOMA.V $SMAGF - SOMA GOLD CORP. I doubled my position in SOMA GOLD. Making it a 10.7% position in the PF. The NPV shows it is a X6 at the current Gold price, but with the planned higher production, higher grade and lower costs.

Silver__Santa's tweet image. $SOMA.V $SMAGF - SOMA GOLD CORP.
I doubled my position in SOMA GOLD. Making it a 10.7% position in the PF. The NPV shows it is a X6 at the current Gold price, but with the planned higher production, higher grade and lower costs.


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Putting valuation into context is the "art" part of investing. The same EV/FCF multiples are not created equal, and neither are the same P/Es. And it’s the same with growth, margin profile, and ROIC.

david_katunaric's tweet image. Putting valuation into context is the "art" part of investing.

The same EV/FCF multiples are not created equal, and neither are the same P/Es.

And it’s the same with growth, margin profile, and ROIC.

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Consistent with 0 employment growth. Forecasts were distorted by correlation methodologies, all as previously discussed:

wbmosler's tweet image. Consistent with 0 employment growth. Forecasts were distorted by correlation methodologies, all as previously discussed:

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Financial Advisors putting your money in an index fund


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One of our new favourites is delivering. $CHER.V

smallcapdisc's tweet image. One of our new favourites is delivering. $CHER.V

Merrill Lynch escapee. Former Academic. Currently Substack Writer & Smallcap Hunter. I sat down with @SFarringtonBKC to talk about his outlook on the Economy and appealing sectors. pixelresearch.substack.com/p/decoupling-f…

Pixelresearch_'s tweet image. Merrill Lynch escapee. Former Academic. Currently Substack Writer & Smallcap Hunter.

I sat down with @SFarringtonBKC to talk about his outlook on the Economy and appealing sectors.

pixelresearch.substack.com/p/decoupling-f…

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Thinks taxes fund a state with its own currency Wow

I'm going to start smugly pointing to the laffer curve every time a tax raises revenue.

jdcmedlock's tweet image. I'm going to start smugly pointing to the laffer curve every time a tax raises revenue.


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A sitting US president launched two memecoins that wiped out $4.3B+ from retail investors while insiders quietly cashed out $600M+ $TRUMP: -95% ($74 → $3.41) $MELANIA: -99% ($13.73 → $0.12) Crypto president my ass. Breakdown 👇

MeshnetCapital's tweet image. A sitting US president launched two memecoins that wiped out $4.3B+ from retail investors while insiders quietly cashed out $600M+

$TRUMP: -95% ($74 → $3.41)
$MELANIA: -99% ($13.73 → $0.12)

Crypto president my ass. Breakdown 👇

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Peter Lynch: "You’re terrific in this business if you’re right six and a half times out of ten. That’s a great score.” Simple as that.


Finding the Hidden Gems of the microcap space. I sat down with @leevalueroach of The Value Road to discuss why he focuses on the "unloved and distressed" microcap space. pixelresearch.substack.com/p/finding-the-…

Pixelresearch_'s tweet image. Finding the Hidden Gems of the microcap space. 

I sat down with @leevalueroach of The Value Road to discuss why he focuses on the "unloved and distressed" microcap space.

pixelresearch.substack.com/p/finding-the-…

Thats how I feel when the markets are closed....


A Practical Guide to Microcap Investing It was great talking to @onecentinvest and get a better idea on how to leverage curiosity to outperform the institutions pixelresearch.substack.com/p/a-practical-…

Pixelresearch_'s tweet image. A Practical Guide to Microcap Investing

It was great talking to @onecentinvest and get a better idea on how to leverage curiosity to outperform the institutions

pixelresearch.substack.com/p/a-practical-…

Pixel Research đã đăng lại

Software, without a moat... Is apparently just a hole in the ground... It's the SaaS without proprietary data, licences, IP, and network lock ins that's getting killed. Apps like Monday..com, Docusign and Wix are running a big risk of someone just vibe coding a customised

Floebertus's tweet image. Software, without a moat... Is apparently just a hole in the ground... 

It's the SaaS without proprietary data, licences, IP, and network lock ins that's getting killed. 

Apps like Monday..com, Docusign and Wix are running a big risk of someone just vibe coding a customised

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Stock pickers in a bull market trying to explain themselves 😂


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Got to sit down with Pixel Research and talk about investing in microcaps.

Finding the Hidden Gems of the microcap space. I sat down with @leevalueroach of The Value Road to discuss why he focuses on the "unloved and distressed" microcap space. pixelresearch.substack.com/p/finding-the-…

Pixelresearch_'s tweet image. Finding the Hidden Gems of the microcap space. 

I sat down with @leevalueroach of The Value Road to discuss why he focuses on the "unloved and distressed" microcap space.

pixelresearch.substack.com/p/finding-the-…


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Here's a recent interview with Cheelcare which might help you understand why we are so excited about this company and it's outlook. Cheelcare is an innovative mobility device manufacterer changing the wheelchair industry $CHER.V youtube.com/watch?v=vDFBdI…

smallcapdisc's tweet card. Cheelcare (TSX.V: CHER) Update with CEO Eugene Cherny

youtube.com

YouTube

Cheelcare (TSX.V: CHER) Update with CEO Eugene Cherny


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