Ian Hunter CFA

Investor in great companies before the institutional capital arrives. Nothing here is investment advice. Do your own due diligence.

[Ian Hunter CFA @HunterValueCap]

@8teAPi

[rohit @krishnanrohit]

Capital Loss as a Service

[Ian Hunter CFA @HunterValueCap]

@AB1001_disciple $4B additional cost for Bluerock suddenly? Pls share your data. BlueRock/Bayer were already running a sham-controlled, double-blind pivotal Phase 3 as of 2025.

[Ian Hunter CFA @HunterValueCap]

@grok what is a rare disease according to FDA in the past couple of days, in terms of number of patient population

[Ian Hunter CFA @HunterValueCap]

@AB1001_disciple He hasn’t changed a bit. Find something to attack, ignore contradictions. You’re mistaking the words for convictions

[Ian Hunter CFA @HunterValueCap]

@OtterMarket I love the artwork and the analysis for CUB is surprisingly good

[Ian Hunter CFA @HunterValueCap]

@timothyfbrennan @garrytan Curious to know if you mean that involving Obsidian is useful but not needed in this method, or just a waste of effort?

[Quantіan @quantian1]

Crazy story: A bank analyst published a report showing Kalshi users lose money even faster than sports gamblers, so Kalshi first tried to pressure the data provider to change their data and then accused them and the analyst of conspiring to extort them when that doesn’t work.

[Ian Hunter CFA @HunterValueCap]

@inqtelx @rohanpaul_ai And we don’t have to wonder whether it’s teleoperated like an Optimus

[Ian Hunter CFA @HunterValueCap]

@every is hosting a really valuable webinar on how to use Claude Code rn. Investment research is going to be increasingly efficient (tracking down due diligence/scuttlebutt on potential or existing stock positions) as AI lowers the cost of an "analyst's" help.

[Ian Hunter CFA @HunterValueCap]

Join me for this event: 21st Annual CFA Society Dallas/Fort Worth Dinner https://t.co/KrmpkEGWXf

[Ian Hunter CFA @HunterValueCap]

@JabweC Where is your $54mm coming from? I see $11mm NOL carryforward on the 10k.

[Ian Hunter CFA @HunterValueCap]

@cedargrovecm https://t.co/3C3oU2t1Jg The 389% is misleading without some context on your exit.

[Paul Cerro @paulcerro]

Officially out of the $RCAT trade.

Congrats to those who decided to go along for the ride.

+176% in ~3 months

[Ian Hunter CFA @HunterValueCap]

@boujee_banker @BenMullin Hi @boujee_banker, I'd also be interested in chatting about the name, I'm in Dallas, have spent some time on it.

[Ian Hunter CFA @HunterValueCap]

@BuffaloBillCo China.

[Ian Hunter CFA @HunterValueCap]

@thejustinwelsh I’m getting an error when trying to sign up on your site, Justin

[Ian Hunter CFA @HunterValueCap]

@jspector https://t.co/hCzD6ucYzi. Thanks, Josh, I’m a longtime fan of yours.

[Ian Hunter CFA @HunterValueCap]

@ScienceofPD @BlueRockTx @Bayer https://t.co/rgs5zYpRYS

[Ian Hunter CFA @HunterValueCap]

@ScienceofPD @BlueRockTx Don't know if $CLPT shareholders are following this study, but @Bayer subsidiary @BlueRockTx is using Clearpoint for these trials which are expected to enroll Phase II participants within months.

[Ian Hunter CFA @HunterValueCap]

@ScienceofPD @BlueRockTx @Bayer https://t.co/jNCxkyD19V

[ClearPointNeuro @ClearPointNeuro]

#ClearPoint is proud to support stem cell therapy trials sponsored by @Bayer / @BlueRockTx. If you're interested in learning more about these potentially ground-breaking therapies, check out this webcast tomorrow, Nov. 30th. Sign up: https://t.co/bIvj2PwrvQ #CLPT #StemCell