Behavioral finance is central to value investing. This is a quote that Jim Kelly, director of the Gabelli Center for Global Security Analysis at Fordham University, stated leading up to a presentation given by Professor Andrew W. Lo on January […]
Uge International (OOTC:UGEIF) (UGE.V), a global leader in solar energy solutions for the commercial and industrial sector, communicates to shareholders through Executive Casts, a platform currently hosted on GeoInvesting.com that gives small and microcap companies additional shareholder outreach options. In […]
Bluelinx Holdings Inc. (NYSE:BXC) is a leading distributor of building and industrial products in the US. We started tracking the company in late 2016 as an asset sale put them ahead of schedule in their restructuring efforts. We disclosed our long position […]
Hi fellow investors, Maj Soueidan here. I’m really excited about some of the most promising stock ideas generated at GeoInvesting of late. Although they are premium ideas, my team and I still share some names so you can get a […]
I am going to discuss short pitches on two of four very different microcap stocks that are timely in the short-term, but also have long-term appeal; situations where insiders are “backing up the truck”. They also have an information arbitrage (“InfoArb”) theme […]
We are long shares of a company that caters to the needs of enterprises who build modern data centers and mission critical facilities. The company helps its customers design optimal building layouts. It also supplies them with equipment and recurring […]
We are long shares of a 40-year-old building supply company who is a leading distributor of building products in North America. This company’s revenues are dependent on housing starts and to a lesser extent the home remodeling market. This is a […]
Executive Casts, a business focused on delivering content and investor outreach options for public companies through online video, often asks key executives of participating companies about their views on value creation. It is arguably one of the most important concepts to […]