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On this episode of Avoiding the Crowd with host Maj Soueidan and Producer Bobby Kraft, we welcome returning guest Jan Svenda, Maj’s Equity Research Analyst, known as @JanSvenda on Twitter. We are at the end of 2021, so we wanted to dedicate an episode to recap this year, and cover (among other things) how Covid-19 affected turn-around plans in some companies and how those companies are trying to mitigate the challenges posed, a bird’s eye view of Geo’s performance, Rule 211, market sentiment, supply chain risks, a few GeoInvesting case studies, how the market is ignoring quality, and some commentary on Maj and Jan’s approach to 2022.

Thank you for watching and we’re excited for the year ahead!