the gutter Profile picture
Exploring the market's runoff.
Jan 14, 2022 85 tweets 35 min read
1/ Here goes...88 tweets about 44 stocks (aging myself here with that reference). Mostly nanocaps/microcaps/deSPACs/special sits/yield plays/potential shorts. None of this is advice. Just trying to make sense of this very strange market.

2/ Lets start with $SODI Solitron Devices because: a. its one of the few tiny stocks still in an uptrend and b. it reported tonight. Decent earnings from this $23.6M mkt cap semiconductor manuf focusing on aerospace and military markets.
Sep 11, 2020 10 tweets 4 min read
1/ $INSP estimates that the TAM for its sleep apnea device is $10 billion in U.S. 2/ but $INSP revenue occurs mostly from a one-time surgery where 3 small devices are implanted. Not recurring.
Oct 6, 2019 6 tweets 2 min read
1/ If I told you in 2001 that a distressed vendor of electronic fax services would rise more than 50-fold over the next 18 years, would you believe me?

$JCOM Image 2/ After going public in 1999, $JCOM (then trading as JFAX) posted over $22M in losses in 2000 on less than $14M in revenue. Even worse, fax use was declining and many free competitors were popping up. Image