As far back as I can remember, I put an outsized focus on special situation stock investing because I knew that in some instances, the rewards I could reap from certain outlier circumstances would be worth the research. And it just made investing more fun than a standard value investing approach.

I originally used a written list that laid out a framework for what I was looking for on a daily basis across press releases and Security Exchange Commission (SEC) filings at SEC.gov. Yes, written… Remember I am old!

Later, when I started Geoinvesting, each member of my team had a physical printout of the list so it could be readily visible as an outsized 8.5 x 11 inch post-it note.

Regardless of what position one held at Geo, I made sure that each team member was exposed to the our research process to some degree, with the aid of checklists, even if the list became pinned underneath a paperweight, taped to one of the many whiteboards I had floating on each wall when we used to work in “offices”, or handed back and forth between my colleagues if one went missing prior to a new printout.