The Forensic Investor

Evidence-based investing. Deep-value, event-driven, special situations, cryptocurrency (sometimes).

[The Forensic Investor @ForensicGains]

$VCIG CEO just bought $1.8m of stock ;)

[The Forensic Investor @ForensicGains]

$VCIG is shifting from a consultancy-led model into a broader platform builder spanning AI infrastructure, sovereign-grade data systems, digital asset treasury and token-management activities, while still retaining its capital markets advisory business.

Trading 5x below net cash

[The Forensic Investor @ForensicGains]

$49 floor value excludes any value from their operating business:

"tech development, solutions and consultancy" segment (50% of revs) grew 434% YoY in 1H25 (155% in 2H24)

65%+ gross margin, 25% net margin

Trading at 1x EBITDA, AI multiple rerating incoming 🚀

#deepvalue #finx

[The Forensic Investor @ForensicGains]

Company published preliminary press release, saying Q1 sales grew >2x to $90 million YoY. Consensus currently lagging at $79 million.

Stock has 28% short float.

Point72 13G reveals that they took a 5.2% stake on 11 May.

Expecting beat and raise on earnings today AM.

[The Forensic Investor @ForensicGains]

$STAA Short squeeze incoming!!

Monopoly in ICL vision correction, a safer and more premium alternative to LASIK. (Owns proprietary collamer material) Stock has been crushed by channel stuffing in China. China now stabilizing and returning to growth.

#deepvalue

[Richard Heart @RichardHeartWin]

I appreciate Judge Amon's careful ruling which has dismissed all of the SEC's claims against me. This type of victory over the SEC is quite rare. PulseChain, PulseX and HEX are not securities and should be allowed to flourish. HEX has operated flawlessly for over 5 years. Today's decision in favor of a cryptocurrency founder and his projects over the SEC brings welcome relief and opportunity to all cryptocurrencies. Thank you President Trump for supporting cryptocurrency. @realDonaldTrump
https://t.co/eNFe8vnIUT

[The Forensic Investor @ForensicGains]

@ardizor done

[The Forensic Investor @ForensicGains]

@binance Bullish #Pulsechain $PLS

[The Forensic Investor @ForensicGains]

@Rendezvous2332 Yep, most likely. Classic case of retail selling the lows. Once they’re flushed out momentum will rebound.

[The Forensic Investor @ForensicGains]

@argonbeam88 This was called out by Mark Strobeck during the Annual Kidney Virtual Conference with investment bank, HC Wainwright.

Mgmt has said they will not dilute shareholders, my view is that they will absorb Fres' conc. biz in phases using BS cash. Conservatively baking in $20m for now.

[The Forensic Investor @ForensicGains]

@GivingAlpha 5555 staked, day 1 #PLS #PLSX :)

[The Forensic Investor @ForensicGains]

11/11 Execution

If you have the risk appetite, I would recommend $RMTI Dec 20 calls at $2.50 strike price. Any entry below $1.26 should minimally get you market beating returns.

Let me know your thoughts!

#Options #Calls #Microcap #ValueInvesting #DeepValue #SpecialSituations

[The Forensic Investor @ForensicGains]

10/x Catalysts

There are multiple major catalysts throughout Nov and Dec:

Large contract announcement + 2 new complementary hemodialysis products + new customer contracts

I expect my target price to be hit by end of the year.