GEO Investing

While it’s certainly been a tough investment environment in 2022, RWWI is now sitting at $20 per share, an all-time high, and 5 times its price at the time of the article. It has basically turned into a quintessential case study for putting an emphasis on operating leverage trends as a potential way to spot a multibagger in the making. Now that growth at a reasonable price (GARP) investing is back in focus, we are going to keep our eye open for these types of setups.

There were other bullish factors at play, such as its recurring revenue model, its position as a prime acquisition target, and very unique relationship with Autodesk, Inc. (NASDAQ:ADSK) for which it was not only a reseller but also a developer of add-ons to extend the utility of the software it sold.

So, this brings us to another stock on which we’d like to begin to put a spotlight based on operating leverage. We’d like to do a similar analysis, more comprehensive analysis like the one we put out on RWWI, but we have yet to look at additional factors that might lead us to write a full RFT.

In this stock market environment, think of a dividend as a welcome gift that tempers any pain you might be going through as you wait for things to come back to normal.

Furthermore, we believe the company’s involvement in the healthcare services industry allows it to possess traits that make it “Recession Proof.” A little later in this post, we refer you to a forum clip where we touch upon what it means for a company to be recession proof versus recession resistant.

So, we spoke with a company representative in early November to pre-qualify it for a Live Fireside Chat that will be accessible by and exclusively archived for you.

We are in the process of scheduling this call, as we believe the stock has the potential to double. 

We’ve clipped out a section of our December 2022 Monthly Open Forum where Maj talks about the stock and the reasons why there is a potential for it to claim a spot on our Favorites list. 

This week, the video component of our monthly newsletter series continues with 5 insightful video clips from Jim O’Shaughnessy, parsed from a “Talks At Google” interview moderated by Saurabh Madaan.

Jim O’Shaughnessy, investor and founder of O’Shaughnessy Asset Management LLC, discusses what it takes to be a successful active investor.  He shines a light on the contrast between active and passive equity investing including the associated risks and rewards.

O’Shaughnessy covers several traits required by successful active investors, including patience and persistence, a strong mental attitude, a focus on process over outcome, and the courage to ignore forecasts and rely on one’s own research data.

O’Shaughnessy also offers guidance from his years of experience as an active investor, citing key points from his book What Works On Wall Street. He discusses the importance of momentum and earnings in putting together your portfolio.  He also delves into market cap, lottery stocks, shareholder yield, and applying long-term data in one’s investment strategy.

We hope that you enjoy O’Shaughnessy’s insights into what it takes to be a successful active investor. Hint, it’s much harder than you think.

On December 6 to 8, 2022, Bobby Kraft hosted a Stock Pitch World Cup™ that featured pitches from Team USA and Team Europe. Representing USA was Maj Soueidan, co-founder of GeoInvesting, who brought with him MS Microcaps analyst Jan Svenda (@jansvenda), Quim Abril, founder of Draco Global (@abrilquim), and Scott Weis of Semco Capital (@SemcoRealEstate) to present the ideas of Paysign, Inc. (NASDAQ:PAYS), Phonex Holdings Inc (OOTC:PXHI) and Assertio Holdings, Inc. (NASDAQ:ASRT), respectively.

Every member of the squad has contributed each of these ideas to the GeoInvesting community in the past, and in this case expanded on their convictions, providing insight into their current views and reasons why the stocks continue to be top selections in their portfolios.