Quiet Innovation ®

Great ideas hiding in plain sight.® Tell me about you your great idea! DMs open.

[Mark W. Yusko - Two Point One Quadrillion @MarkYusko]

The greatest wealth is created by being an early investor in #Innovation

Making that investment requires believing in something before the majority of people understand it

You will be mocked, ridiculed & criticized for your non-consensus action

It is absolutely worth it!

[John Gavin @JohnPGavin]

Congratulations Team USA hockey.

Respect to Team Canada hockey.

A truly great game, well-played by all.

#MilanoCortinaOlympics2026

[Quiet Innovation ® @QuietInnovation]

Great ideas hiding in plain sight ...

[Tansu Yegen @TansuYegen]

Dyson is now growing strawberries with robots, spinning trays and UV lights, making farming super smart and fun 🍓

[Quiet Innovation ® @QuietInnovation]

@Valuehunte Keep up the good work! 😎 I'm a CFA with over 40 years Wall Street experience. Looking for find small companies that fit the profile of "Great ideas hiding in plain sight". If I get enough, I'll fire up a podcast and start talking about them. Ideas welcome!

[Quiet Innovation ® @QuietInnovation]

Worth a look ...

[David Barbato @Valuehunte]

🧵 Launching ValueBridge (@value_bridge_co), a smarter, two-way bridge between micro-cap CEOs and investors

1/8
Companies report to shareholders, but why don’t shareholders provide feedback? ValueBridge enables this.

https://t.co/8zStCy4QHr

[Quiet Innovation ® @QuietInnovation]

The ability to go on vacation and leave my phone back in the room safe while at the pool or beach.

[Science girl @sciencegirl]

those born before 2000, what's a small or once-common skill you have that hardly anyone uses today

[Quiet Innovation ® @QuietInnovation]

Great ideas hiding in plain sight ...

[Simeon Research @SimeonResearch_]

🎯 7 Under-looked companies with strong moats 👇

🇦🇺 $PME.AX - Visage their software is the leading best-in-class for radiology, so much so that some refuse to work with any other software, they have never lost a client (sticky), and they are in 11/20 of the top USA hospitals. They can complete super complex implementations of the software for new clients in 1/3 of the time competitors need. AI detection in radiology is their new venture….

🇸🇪 $ITECH.ST - They own a unique patent to the world's best chemical applied in ship painting to stop barnacles from attaching to ships, this is extremely helpful as they save fuel (costs) they can hit environmental targets. New studies showcase that the paint even makes the ships faster. A big part of the TAM is unexplored

🇺🇾 $DLO - Powerful network effects and high switching costs, its single API gateway bridges global merchants to 900+ local payment methods across 40 emerging markets, making rival migrations prohibitively complex. Big companies can do business in many countries they weren’t able to do so, a sticky business model.

🇨🇦 $PNP.TO - They use a 390mil deficit from the previous management to offset any potential gain in their portfolio so they pay no taxes. To add the expertise of the Leonard family in VMS they sure have a head start, very interesting portfolio as well.

🇦🇺 $WTC.AT - Super switching costs and potent network effects in its CargoWise suite boasting a 99% retention over four years makes defecting akin to rebuilding a global supply chain from scratch. But it is also a data behemoth, 50 billion data transactions annually makes this a gold mine of predictive analytics.

🇺🇸 $KNSL - The have a very advanced platform that has data analysis for underwriting and claims management, this is how they can calculate the deals with the best r:r. They know when to get aggressive and when not. They also provide the quickest offers while the average specialty insurance provider needs 2-3 months they can do it in 1-2 weeks

🇬🇷 $ILYDA.AT - Super high switching costs, ERP solutions are deeply customized and integrated into pharmacy, retail, and public-sector operations, backed by mandatory customer training and multi-year support services that make vendor migrations costly and impractical. They are deeply embedded with the Greek Government, which I may add is going all out in software in the public sector

Because you read till the end, Ilyda is extremely interesting and one of my top watchlist picks 🤝

[John Gavin @JohnPGavin]

@AltaFoxCapital Been this way a long time. As for me, I was always prepared for my meetings with management. Because of it, I developed a reputation for being able to “shred” financial statements. Really, all I did was go through them ahead of time and highlight some things to ask questions on.

[Disclosure Insight® @direports]

Earnings calls are Wall Street theater. Totally staged.

All analysts, buy- and sell-side, get punished for asking tough questions on earnings calls. It's worse for the sell-side, who risks also upsetting their buy-side clients.

"Hey guys, great quarter" - Always permitted.

[Wayne Yap @wayneyap]

I'm Singaporean.

Singapore is known for being high-tech.

But our tech is NOTHING compared to what I saw on a 15-day China trip in March.

From DeepSeek Sex Dolls to Electric Airships to Drones for traffic incidents...

Here's 9 shocking tech in China now:

[Disclosure Insight® @direports]

The most recent "From John's Desk"

It's Too Late: Your Ship's Not Coming In https://t.co/PXiz5PGZ2n

[Quiet Innovation ® @QuietInnovation]

Great article - Five medical innovations that give me hope https://t.co/v4upBBGKqx

[John Gavin @JohnPGavin]

Today's 4th of July could have easily been a lot different if people like this didn't spend their 4th of July's in places like this over the past 200+ years.

[John Gavin @JohnPGavin]

Memorial Day: Each soul lost had parents, grandparents, family, and friends. Many left spouses and lovers. Often they left children.

Each had a life ahead.
Each had a life they left.

For an ideal, a nation.
For you, for me. For all.

For this, we remain eternally grateful.

[Quiet Innovation ® @QuietInnovation]

Great ideas hiding in plain sight --
#innovations

[Quiet Innovation ® @QuietInnovation]

Great ideas hiding in plain sight: University of Minnesota students say they've found an 'eco-friendly' way to trap and kill Japanese beetles #innovation #startups https://t.co/F2vQmwcJcN

[Quiet Innovation ® @QuietInnovation]

A great #innovation to save coral reefs.

https://t.co/tA1vI7i0B1

[Quiet Innovation ® @QuietInnovation]

#innovation

[Science girl @sciencegirl]

Aeroponics is a method of growing plants in the air without soil or an aggregate medium.

The roots of plants are suspended in air and misted with a nutrient solution. This mist provides the necessary moisture and nutrients for plant growth
https://t.co/dmqRy39XZf

[John Gavin @JohnPGavin]

Big default numbers coming out of PE land ...

"In all of 2023, defaulted loans and bonds from private equity-owned companies totaled $50.5 billion, which was 55% of all defaulted debt."

[John Gavin @JohnPGavin]

Investor pro tip: If a company you care about discloses an SEC investigation, check the timestamp on the disclosure.

Too often, I see companies hold earnings calls but wait until after the call to disclose an SEC probe.

Why? It keeps analysts from asking about it on the call.