Smoak Capital ✓

@dsmoak98 · Colorado, USA · joined 18 Feb 2014

Private fund manager focused on small/micro-caps, trying to learn from the best and turn over the most rocks. Tweets are not investment advice.

24 993Followers

1 216Following

354Posts total

198.1KViews on collected posts

Ultimi post

Smoak Capital ✓@dsmoak989 Sep

1/ Flitto (KOSDAQ:300080) is a fast-growing, profitable AI training data provider trading at only 8.7x my estimate of 2026 earnings and 2.6x EV/2026e Revs. A massive June contract upgrade pushed 6/30 backlog to ₩28.3B which implies Q3 NI could surpass last year's entire NI. 🧵 14K views · 104 likes · 7 reposts · 5 replies Open on X →

Smoak Capital ✓@dsmoak9821 Aug

Godspeed Oliver! 24.3K views · 102 likes · 0 reposts · 4 replies Open on X →

Smoak Capital ✓@dsmoak9814 Aug

I've enjoyed connecting with Ryan and agree with many of his opinions on SK governance reforms in addition to his fundamental value approach. If you're interested in SK and looking to learn more, I'd encourage you to listen to this interview and definitely follow @terton_capital 25.2K views · 62 likes · 3 reposts · 1 replies Open on X →

Smoak Capital ✓@dsmoak9814 Aug

Ryan Albert --- The founder of Terton Capital. "By far I see the most opportunities in Korea today... Early stages of corporate governance reform cycle, I think a big supply demand imbalance between how many companies there are that need to go through changes like this and how

44:06

24.8K views · 70 likes · 9 reposts · 3 replies Open on X →

Smoak Capital ✓@dsmoak9810 Aug

@dsmoak98 It's amazing how much AI generated content re-packaged as "analysis" there is on this site now. It's also so easy to recognize. I see accounts with tens of thousands of followers doing almost nothing but AI tweets now and passing it off as their own work 2.2K views · 20 likes · 0 reposts · 3 replies Open on X →

Smoak Capital ✓@dsmoak9810 Aug

Perhaps I was too terse in singling out @tracktacle as they are far from the only offenders. But AI-generated analysis presented as value-add when its simply word-matching and missing important context is not helpful. This is part of an overall broader pattern and problem. 1/2 26.2K views · 67 likes · 3 reposts · 3 replies Open on X →

Smoak Capital ✓@dsmoak9810 Aug

CMS IPO list cut is a bigger negative at ASH (SFSH market has little ASH competition and they own their own ASC) and CJR-X is a positive for both bc their facilities are far better and more efficient than regional averages that include many general hospitals. (2/3) 3.7K views · 8 likes · 0 reposts · 1 replies Open on X →

Smoak Capital ✓@dsmoak9810 Aug

Having only researched myself and not discussed w company yet, could be single digit EBIT hit once fully rolled out by 2029, not a huge issue at all. (3/3) 2.8K views · 9 likes · 0 reposts · 1 replies Open on X →

Smoak Capital ✓@dsmoak9810 Aug

This is AI-slop, $DR.TO trades at barely 4x EV/Facility EBIT, repurchased 15% shares ttm, has 2.5% div yield, and sold last two facilities at 8 and 9x EBIT. Company is clearly committed to maximizing SH value and will continue. (1/3) 48.3K views · 106 likes · 6 reposts · 8 replies Open on X →

Smoak Capital ✓@dsmoak987 Aug

1/9 $DR.TO Maximizing capital return while navigating growth deceleration: Medical Facilities Corporation shifts into a measured operational posture in Q2 2026 as aggressive share buybacks drain cash balances while revenue growth moderates. Let us analyze the operational https://

26.6K views · 11 likes · 0 reposts · 2 replies Open on X →

Rispetto ad account della stessa dimensione

10 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.

Visualizzazioni mediane24 580questo account924mediana per 10K–100K

Copertura, %98.35%questo account3.62%mediana per 10K–100K

Interazione, %0.31%questo account1.52%mediana per 10K–100K

Metrica	Questo account	Mediana per 10K–100K	Rapporto
Visualizzazioni mediane per post	24 580	924	26.6×
Copertura (visualizzazioni ÷ follower)	98.35%	3.62%	27.2×
Tasso di interazione	0.31%	1.52%	0.20×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

26.6K7 Aug

48.3K10 Aug

2.8K

3.7K

26.2K

2.2K

24.8K14 Aug

25.2K

24.3K21 Aug

14K9 Sep

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.05%7 Aug

0.25%10 Aug

0.36%

0.24%

0.28%

1.05%

0.33%14 Aug

0.27%

0.44%21 Aug

0.83%9 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes45.4%559 in total

Reposts2.3%28 in total

Replies2.5%31 in total

Quotes0.5%6 in total

Bookmarks49.3%607 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Ultimi post

Rispetto ad account della stessa dimensione

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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