GEO Investing

Continuing to Converse About the Strategies Behind GeoInvesting’s Stock Idea Discovery [GeoWire Weekly No. 47]

It’s ironic that company filings, earnings conference call transcripts, social media, letters to shareholders, data sources, and the internet have made it easier for investors to find InfoArb and use it to their advantage, but so many fail to do so. Why? Besides possibly not having a time to go through all these sources of information, now that more information is available than ever, it’s everywhere, so where do you start?

We find the conference call transcripts to be particularly valuable resources. It’s exciting to know that when companies report their quarterly earnings, the “accomplice” to great findings might be that not-so-well-attended live conference call. The call’s transcript will then reside on platforms like Seeking Alpha and Sentieo, which we happen to subscribe to.

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It’s Not Just A List, But a Discussion on the Top Things to Look For in Microcap Investments [GeoWire Weekly No. 46]

We believe that stock ideas coming to fruition, especially as a direct result of many of the tenets we use to evaluate the fitness of an investment, are the bright spots when the pervasion of negativity slams the market. These tenets, or as we like to call them, Tier One Microcap Criteria, are at the core of our discoveries in the microcap investment arena. Maj and our new GeoInvesting team member, Sanjay Amarnani, discussed the top 10 of these criteria in detail.

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ADDvantage Technologies Putting Money Where Their Mouth Is [GeoWire Weekly No. 45]

We are in the thick of the calendar Q2 earnings season. This 2022 quarter in particular is a bit of an anxious one since we want to see many of the companies we cover start to follow through with hopeful statements they might have made several quarters back while covid disrupted business operations across the board.

Investors are getting weary, and as some larger cap companies are leading the way in what seems to be a stealthy market recovery, it could be an indication that this success is a macrocosm of things to come across the board.

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GeoWire Monthly, Vol. 2, Issue No. 7, August 2022

This month we will be taking a more comprehensive look into some Studs from GeoInvesting, we will be analyzing 3 companies that have already seen significant upside since our initial coverage. However, that doesn’t mean that we believe that all of these stocks have reached their full growth potentials. 

So, let’s jump right in.

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Surprise Live Open Forum Guest Hudson Technologies, Inc. (HDSN) Dives Into New Relationship With Lennox [GeoWire Weekly No. 44]

At the last moment we were able to usher in a special guest company, Hudson Technologies, Inc. (NASDAQ:HDSN). HDSN is a refrigerant services company that provides solutions to recurring problems within the refrigeration industry, primarily in the United States.

The company’s CEO, Brian Coleman, elaborates on the company’s growth, gross margins targets and expectations in the Hydrofluorocarbon (HFC) reclamation industry (in which the company plays a significant role), industry consolidation, HDSN’s advantages on the regulatory front and what the business initiatives that the company’s financial guidance does not account for.

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