Moh

Focused on the late stage development & commercialization of innovative drug products 💊
Tech Investor 🔮 Small-cap Enthusiast 🛅

[Moh @rainamohak]

🎶❤️🎶1-0 to the Arsenal, 1-0 to the Arsenal🎶❤️🎶

⌛

🏆

[Gustavo (Mexican Investor) @InvestorMexican]

Daily reminder to myself 🧠

[Moh @rainamohak]

🚀This small-cap biotech flipped the script with Q1 revenue up by >70% YoY, swinging to positive net income (vs. a loss last year)

💡Trailing P/E well under 10x.

💰Debt-free, $200M+ cash on the balance sheet, and a commercial product in rare diseases driving growth plus late-stage pipeline.

📈This one looks seriously undervalued for the turnaround. Added a bunch at $10-11.

🧠Hidden gem or am I missing something? #SmallCap #Pharma #Biotech

[Money Mark @MoneyMarkStocks]

Two new articles today on AI beneficiaries...

$GKPRF
https://t.co/EowxlzUbWa

and $CXDO
https://t.co/bL9IMBTOAu

[Barchart @Barchart]

Never Forget 👇

[Brian Feroldi @BrianFeroldi]

16 Investing Options

[Moh @rainamohak]

Trends points to continued accumulation into 2026 and beyond driven by EM central banks 🪙

[Barchart @Barchart]

Gold has overtaken U.S. Treasuries as the World's Top Reserve Asset 🤯👀

[Moh @rainamohak]

International agreements like iPhone updates — constant revisions, always “the best yet.”

Give it 48 hours 📉

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the deal with Iran is “now complete.”

“I hereby fully authorize the toll free opening of the Strait of Hormuz… let the oil flow,” Trump says.

[leki ⚔️ @mkfilko]

https://t.co/f5MQRFFHQC

[Tantalus Systems • TSX:GRID, OTCQX:TGMPF @TantalusCorp]

After deploying Tantalus’ AMI platform, Tennessee-based utility BrightRidge revisited its investment and the results speak for themselves:

🔵 Maintaining near real-time grid visibility during outages
🔵 Faster and more efficient crew dispatching
🔵 Accelerated power restoration and improved resilience

At #TUC2026, Matt Heath shared this study which exemplified how the team at BrightRidge helped restore service and support their community when it mattered most.

The system continues to deliver value well beyond the initial use case. 🔗 Read the full case study: https://t.co/EfM2x5ugil

#CommunityStrong #HurricaneHelene

[Bobby Kraft @BobbyKKraft]

Before the doors open at the Bellagio next week, we put together a series of CEO video interviews with the companies presenting at Planet MicroCap Las Vegas 2026.

Each interview is a direct conversation with management - Overview of what the company does, what makes them unique and different, and value catalysts for 2026.

If you're attending and want to get up to speed before your meetings, or if you're following the event from home, the full playlist is below.

🎙️ Full playlist of CEO Video Interviews with companies presenting @PlanetMicroCap Las Vegas:
https://t.co/wYoKmnq2FS

[Ian Cassel @iancassel]

Here is the investor breakdown for @PlanetMicroCap La Vegas. We have 350+ funds attending which has to represent a material % of institutional capital in the space. Now over 3,000 1x1 investor/management meetings confirmed or 21+ meetings per company on avg. See you next week!

[Moh @rainamohak]

@IronCondorWheel More rapid after 30 days ⏳

[Phil Rosen @philrosenn]

Nvidia $NVDA is cheaper than the S&P 500 despite a $4.8 trillion market cap.

Largest company in the world trades at a forward P/E of 19.7x, below the benchmark's 20.4x.

Insane.

[𝕊𝕚𝕞 𝔾𝕝𝕠𝕓𝕒𝕝 𝔼𝕢𝕦𝕚𝕥𝕚𝕖𝕤 @IronCondorWheel]

🎙️🩷 #Join Us this #FRIDAY 6/12/26 @ 1:05PM PST🛎️
for #OPTIONS #PROF #HOUR EP7 With your Host:
⚓️Parabolic @ParabolicCode & 👑Ambassador @ambofqwan
With special Guest:
🐦𝕊𝕚𝕞 𝔾𝕝𝕠𝕓𝕒𝕝 𝔼𝕢𝕦𝕚𝕥𝕚𝕖𝕤 @IronCondorWheel
Set Your Reminder📅🔗Below⬇️
https://t.co/KhJ7phAB9r

[Eliant Capital @eliant_capital]

"NetScape IPO will be the top"

"Yahoo IPO will be the top"

"Amazon IPO will be the top"

"Ebay IPO will be the top"

"Globe,com IPO will be the top"

[MicroCapClub @MicroCapClub]

Congrats longs $KSI.TO 🍻

[David Barbato @Valuehunte]

New @MicroCapClub Club Conversation with Jeffrey Tory, who is the Chair of Pembroke Management!

This discussion took place live on April 22nd, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://t.co/QAg7SbTHh5

Jeffrey Tory is the Chair of Pembroke Management, a Montreal-based firm founded in 1968 that specializes in Canadian and U.S. small and mid-cap growth companies. He joined Pembroke in 1987 after starting his career at Burns Fry, and in 2022, he launched the firm's microcap strategy aimed at helping rebuild the Canadian small-cap ecosystem.

In this episode, Jeff discusses the long decline of the Canadian small-cap market and what is beginning to shift, the interview style he uses to disarm management teams and test their understanding of capital allocation, and why dilution and debt are the most common causes of failed investments. He also walks through how he constructs his microcap portfolio, when to trim winners versus let them run, and the "natural speed limit" principle behind the companies that compound from micro to mid-cap.

Chapters

00:00 The Journey of a Lifetime Investor
10:48 The Evolution of Canadian Markets
20:32 The Pembroke Experience and Growth Strategies
30:58 Micro Cap Investing: Philosophy and Approach
37:22 Navigating Investment Opportunities in Canada
39:57 Evaluating Business Growth and Management
42:52 Investment Sizing and Portfolio Management
45:14 Acquisition Strategies in Micro Cap Investments
51:26 Challenges in the Canadian Capital Markets
56:06 Building a Strong Small-Cap Ecosystem
58:12 Tools for Screening Micro Cap Stocks
01:02:09 Advice for Young Investors
01:04:30 Memorable Investments and Lessons Learned

[Investorfile @IFGerryWimmer]

⭐️⭐️⭐️⭐️
Gatekeeper Systems - $GSI.V
BEST PICK at $0.11
Last close: $1.24
Current return: +1027%

The current school year is near its end, but not school bus business for Gatekeeper Systems which usually heats up this time of year with new contract wins.

[Big Brain Business @BigBrainBizness]

Investor Mohnish Pabrai on why being in a hurry to get rich is the fastest way to stay poor:

Pabrai recounts a story about Warren Buffett, his partner Charlie Munger, and their associate Rick Guerin.

The difference between them came down to one thing: urgency.

"Charlie and I always knew we were going to be rich, but we were not in a hurry," Buffett told Pabrai. "And Rick was in a hurry."

That hurry showed up in how Guerin invested. According to Pabrai, Buffett explained that Rick was always levered, always carrying margin loans.

Then came the test.

"When the downturn of 73 and 74 came," Pabrai recalls, "73, 74 was a very severe stock market correction. It was a crash in slow motion. Basically the markets went down more than 50% over that 2-year period."

For an investor carrying margin loans, a drop like that is devastating. Guerin got a number of margin calls and was forced to sell.

"Warren said that he bought Rick's Berkshire shares from him for 40 bucks a share," Pabrai explains. "I mean those shares are over 700,000 now, right?"

The same shares Guerin sold under pressure for $40 each are worth over $700,000 today.

@MohnishPabrai closes with the timeless principle Buffett drew from it:

"If you are even a slightly above average investor and spend less than you earn and do not use leverage, you can't help but get rich over [time]."

The lesson isn't that you need to be a genius. You just need to stay in the game long enough for your investments to grow.

Being in a hurry is what forces you to sell at the worst possible moment, and selling at the worst possible moment is how you lose.

Patience is the edge that almost guarantees you win.

[Moh @rainamohak]

@Gubloinvestor No contest @realDonaldTrump is the best quant on X 📈