SD

[Dylan Marrello @ragingbullcap]

Market right now reminds me a lot of this same window during 2023. Aug-Oct had ~10% correction driven in part by moves in yields. People sell to free up cash or to rotate into safer or higher conviction names. Most obvious candidates to liquidate are the ones already down a lot to harvest tax losses given near year-end. Those names get pushed down even further in a reflexive spiral, particularly if they are small and illiquid, and start to get totally disconnected from fundamentals.

Buying imploding small caps in Oct that year ended up being one of the most profitable decisions I've made and the rebound was very quick: SPY +8.7% Nov and +4.6% in December.

Not suggesting we're due to repeat that pattern on timing (I'm skeptical), but a number of names I follow are definitely at the point where the probability of an attractive IRR over some duration is looking quite high.

[Not Jerome Powell @alifarhat79]

Every time

[SharePitch @SharePitch]

Thermal Energy Letter to Shareholders discusses record order intake of $29.9 million fueled by #HeatSponge and #HeatPumps https://t.co/tJyjxwd6g6 $TMG.V $TMGEF #heatpump #cleantech #energyefficiency #microcap

[Paul Andreola 🇨🇦 @PaulAndreola]

https://t.co/ZGVkh3PDVR

[Celestara @celestaracosmos]

One day, the silence you survived will become the peace you protect.

[SmallCap Discoveries @smallcapdisc]

https://t.co/FMGXveFgUu

[Juan Pablo Montero @jpmontero88]

Quick thread on why $CHER.V is currently my largest position!

For starters, it's a tiny Canadian company trading on the TSXV with a market cap of roughly C$30M. They make robotic wheelchairs, with barely any coverage.

They currently make ~C$1.6M in TTM Revenue (so... yes it's not a bargain on current metrics), but they're accelerating and IMO, sit just 1 or 2 milestones away from changing meaningfully.

✅I think they could reach C$60M Revenue in 2 to 3 years. Here's how:

Thks @PaulAndreola @smallcapdisc for bringing it to my attention!

👇🧵

[SmallCap Discoveries @smallcapdisc]

Cheelcare Reports Second Consecutive Month of Record Companion Bookings with April Bookings up 147% Year-over-Year and 38.5% Sequentially $CHER.V https://t.co/OgeZXYyVFm

[Mark E. Merritt @markemerritt]

I downloaded the transcripts of 13 Auxly - related YouTube videos from recent years into Google Notebook LM

Notebook LM created this thing of beauty in one take

$CBWTF

https://t.co/sUs6uTIe3Y

[anand mahindra @anandmahindra]

When I saw this video, my first thought was that the earth, very often, sends us messages.

This tree, facing constant winds, is still standing, & has neither fallen nor been uprooted.

Instead it’s been shaped by it.

And developed its own unique aesthetic & identity.

We have to recognize & accept that tough times & tragedies are part of the journey.

They don’t define us, they simply give us our own unique personalities & capacities…

#MondayMotivation

[Jake Bouma @JakeKBouma]

RIWI Announces Planned Board Transition and Appointment of New Directors

https://t.co/WcceeM3Qor

[The Long Investor @TheLongInvest]

- I must not share my portfolio screenshots

- I must not share my portfolio screenshots

- I must not share my portfolio screenshots

- I must not share my portfolio screenshots

[Hated Moats Investor @HatedMoats]

How tf did no one in my bloodline lock in and grind?!

I did genealogy research.

My family tree goes back as far as 850 years.

So out of 14 generations, it's up to me to lock in and create that generational wealth?

Wtf were all those generations before me doing?!

[Dylan Marrello @ragingbullcap]

$DBO.TO Q1 box office finishing up strong, now comping +23% YoY, and the best Q1 post-COVID. System count up mid-teens from the prior year. So that should translate to ~40% YoY royalty growth for DBOX's fiscal Q4 even after fx headwinds, and assuming no mix shift - i.e. ~$3m of royalties for the period vs $2.2m last year. A very good outcome for what has been the weakest quarter seasonally. 👀

[Kiran Rajput @_KiranRajput]

Imagine Bharat🇮🇳 wins the lottery. $1.7 Trillion. What’s the first thing our politicians do? Spend it, right?

In 1969, Norway found massive oil reserves. They were suddenly rich. But instead of a spending spree, they chose "Radical Patience."
In 1990, the Norwegian Parliament created the "Government Pension Fund Global"
The mission: Transform "black gold" into a permanent financial legacy.
In 1996, they deposited the first payment: $150 million.
Then they did something even more remarkable.

They stuck to the plan. Year after year, oil revenues flowed into the fund. Year after year, the fund invested in global markets—stocks, bonds, real estate across 70 countries. Year after year, politicians resisted the overwhelming temptation to raid the fund for short-term political wins (something our politicians should emulate from it).
Every election cycle brought promises to spend more. Every economic downturn brought demands to tap the fund. Every crisis brought calls to break the rules "just this once." Norway said no. Every single time.

The fund's managers didn't try to beat the market or gamble on hot stocks. They simply bought small stakes in thousands of companies worldwide—around 9,000 today—and held them. They played the longest game imaginable. By 2000, the fund was worth $50 billion. By 2010, it had grown to $500 billion. By 2017, it crossed $1 trillion. Today, it has surpassed $2 trillion.

Every time we buy an iPhone, a coffee at Starbucks, or a subscription to Netflix, a tiny fraction of that money flows back to Norway. Why? Because their fund owns a piece of almost 9,000 companies worldwide.😃
Now, the investment returns are higher than the oil revenue. Even when the oil runs out, the schools, hospitals, and pensions stay funded.
For a country of just 5.6 million people, that works out to roughly $340,000 per citizen.

This👇👇
The 3% withdrawal rule ensures the fund will last indefinitely. That 3% provides roughly a quarter of Norway's national budget—funding education, healthcare, infrastructure, and pensions without ever depleting the principal.
Norway's oil will eventually run out. Maybe in 30 years, maybe 50. It doesn't matter anymore.
By the time the last barrel is pumped, Norway will have a multi-trillion-dollar fund generating returns forever.

Norwegian children will attend free universities, elderly Norwegians will retire with security, and the entire nation will thrive—all funded by oil that stopped flowing decades earlier.
Because in 1990, Norway made a choice that most countries never make.

The genius wasn't finding the oil. It was having the humility to admit that people who haven't been born yet deserve a seat at the table. 🇳🇴

[Dweller @One_Way_Home]

Looks like I’m canceling my order…

[Paul Andreola 🇨🇦 @PaulAndreola]

Someone is starting to figure this one out. $CHER.V

[SmallCap Discoveries @smallcapdisc]

https://t.co/EsPIQ6jNA4 $URL.CN $URLOF

[Abhishek Singh @0xlelouch_]

I don’t write much motivational posts but this one compelled me to write one.

No one is coming to save you. Especially if you’re around your 30s.
You have responsibilities. Aging parents. Your own mental + physical health.
And a quiet clock that doesn’t care about your mood.

That penguin clip hits because it’s brutally honest.

No soundtrack. No narration. No “here’s the plan.”
Just a creature walking through ice like it has a meeting with destiny.

On land it looks awkward. Slow. Out of place.
And still it moves.

Because in the cold, stopping isn’t “rest.”
Stopping is decay.

That’s basically adulthood.

Most days you won’t feel “inspired.”
You’ll feel unsure. Underprepared. A little behind.
You won’t have a map. You won’t know if you’re doing it right.

And the only thing that saves you is movement.

Not motivational movement. Not fake hustle.
Quiet, boring, consistent movement.

Apply for the role even if you think you’re not ready.

Ship the PR even if it’s not perfect.

Learn the concept even if it makes you feel dumb at first.

Fix your sleep. Lift weights. Drink water.

Say no to the stuff that kills your focus.

Build a skill stack that makes you undeniable.

Confidence doesn’t come first. Proof comes first.
Self-belief is rented. Discipline is owned.

Some days my only win is: I tweeted something useful.
Or I learned one small thing.
Or I didn’t break the chain.

That’s the whole game.

Your life won’t suddenly “click” one day.
It clicks because you kept walking long enough for it to make sense.

Forward is the only direction.