Author
@majgeoinvesting majgeoinvesting
grade Ax.com/majgeoinvesting ↗
Forensic microcap value analyst doing manual primary diligence on under-covered small names
Publishes original fundamental research on US microcaps and
trader score
+0.61
hit rate
50%
mean α
+0.90%
signals 14d
30
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 14 scored bets: 50% hit rate, +0.90% mean alpha, trader score +0.61. Their last-14d mentions, direction-adjusted, have moved -27.5% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | PPIH | @majgeoinvesting | +0.00 | Shares a breakdown of PPIH's latest quarter as research assistance. | · | tweet ↗ |
| 2026-10-14 | · | @majgeoinvesting | · | Advocates screening microcaps for higher quality and disciplined capital allocation rather than chasing ten-baggers. | · | tweet ↗ |
| 2026-10-13 | · | @majgeoinvesting | · | Discusses when equity fundraising is justified and criticizes inconsistent capital-raising claims. | · | tweet ↗ |
| 2026-10-13 | · | @majgeoinvesting | · | Warns that elevated stock prices can foster managerial overconfidence and poor judgment. | · | tweet ↗ |
| 2026-10-13 | RAVE | @majgeoinvesting | -0.15 | Questions executive compensation demands while noting management's stated growth ambitions. | · | tweet ↗ |
| 2026-10-13 | · | @majgeoinvesting | · | Notes four years of KPI history for a passive curated-universe index. | · | tweet ↗ |
| 2026-10-13 | · | @majgeoinvesting | · | Cautions that companies often mishandle equity fundraising and dilution. | · | tweet ↗ |
| 2026-10-13 | · | @majgeoinvesting | · | Criticizes executives for relying on bankers whose incentives favor stock issuance. | · | tweet ↗ |
| 2026-10-13 | · | @majgeoinvesting | · | Presents recurring microcap dilution and shelf-registration behavior as capital-allocation red flags. | · | tweet ↗ |
| 2026-10-12 | · | @majgeoinvesting | · | Argues manual research remains an investing edge despite fashionable AI research tools. | · | tweet ↗ |
| 2026-10-12 | · | @majgeoinvesting | · | Uses investor behavior and Lynch-era returns to argue that indexing still requires discipline. | · | tweet ↗ |
| 2026-10-11 | · | @majgeoinvesting | · | Argues market leaders can sustain premium multiples, making conventional value metrics less useful. | · | tweet ↗ |
| 2026-10-11 | · | @majgeoinvesting | · | Argues trading is usually unprofitable and investment success must be judged over time. | · | tweet ↗ |
| 2026-10-08 | · | @majgeoinvesting | · | Advocates more aggressive research in pulled-back small and microcaps before earnings. | · | tweet ↗ |
| 2026-10-07 | PPIH | @majgeoinvesting | +0.00 | Lists stocks scheduled as topics for tomorrow's investing forum. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.