GEO Investing

Understanding the anatomy of a multibagger stock—one that multiplies its initial investment value several times over, defined as gaining 100% or more—can be transformative for investors. Multibaggers case studies can offer a lens through which to examine the factors that drive exponential stock growth. Many multibagger stories can be blueprints of how company fundamentals, industry trends, management decisions, and market conditions converge to create outsized opportunities.

The biggest hurdle for early-stage growth companies, from an investment perspective, isn’t simply determining whether they have a good business model. It’s assessing whether they can grow that business without destroying their capital structure by continually raising dilutive equity to cover losses on the path to (potential) profitability.

We decided for the first time to use this due diligence framework as an experimental launching pad for a potential ongoing series of Skull Sessions labeled, ‘You Make The Call.”

When we introduced the concept of “You Make The Call”, we explained our motivation like this. In case you missed that email here’s what these events are all about.

This event format is on an experimental basis, but we thought it’d be a good idea to bring in management teams from speculatively-viewed companies eager to present their business plans to us. While we recognized that the success rate for these kinds of ventures may not be high, we believed it would be valuable to hear potentially innovative ideas that may have a chance to bear fruit for investors.