GEO Investing

GeoInvesting’s Skull Sessions continue with Investor Insights featuring a part time special situations investor/financial analyst. Paul is a former Constellation Software employee, a Joel Greenblatt Connoisseur, financial analyst, and contributor at the Substack, Value In Special Situations, for “Investors who want to invest against the crowd.” In the full video replay of the event, he and Maj Soueidan delve into investment strategies, exploring where they intersect. Paul highlights the importance of, Grasping a business’s operations, Properly valuing stock, Understanding catalysts for growth, and the role these catalysts play in unlocking shareholder value, Expansion in valuation multiple, Effective capital allocation and share buyback program, and Dividends and EPS growth.