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Monday, October 19, 2026· 5029 stock ideas· 219 writers·
19,349 views· 8,878 clicks

From X

@majgeoinvesting

Maj Soueidan on X

I can see that being true. But when you’re playing in the smaller cap universe, the information disconnect edge is crazy huge. Because less investors are looking at these stocks, no one‘s really finding the information. But yes, when people discover the info, the interpretation phase kicks in. With big caps it’s more about the interpretation phase because everyone is looking at the same information. With microcaps, you have two MultiBagger forces happening: Early information discovery + interpretation. By the way, let’s not forget that there’s so much information out there to interpret, that it creates “brain” overload. It’s going to be interesting to see how AI plays a part in solving some of that problem. 👊But generally, I do like your interpretation angle. It’s funny because when you find information arbitrage in microcaps… that’s so obvious… sometimes you have no movement in the stock because people are either interpreting it wrongly or just don’t believe it, etc. By the way, $HPE would be another good Bigcap Case Study you could use to support your interpretation argument. It just sat there at 15 bucks, as people debated their relevance in AI… And then overnight it goes to $50. I rarely buy big caps, but I got lucky and actually bought some call options ahead of the move.
@BlueDuckCap 2 clicks

BDC on X

Maybe this earlier post is hyperbolic. But Specs potential is real and the applications are very real and the implied value to $snap is negative. Btw go back and look at all my snap tweets - been as big a bear as any of you. But the worm is turning. Sub business 85% yy $1b+ rr and ads stable and 16% HC reduction to cut $500mn opex and SBC offset by buyback. So there’s a lot to like here and if specs can get a minority investor which i think is much more likely after today then game on. Oh and by the way snap could still cut opex by 50% just to get in line with $rddt on cost/employee.

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