The big news this week was that we officially closed Buy on Pullback Portfolio #13, with an average return of 50.2%. Our last three BOPs have now had a pretty impressive streak, with returns of 45.3%, 30.6% and 50.2% over an average time span of 8 months.

We actually highlighted BOP 13 in last week’s Sunday post. Here was the official closure announcement:

There’s no doubt that the BOP is turning out to be our best and most consistent high-returning model portfolio.

Here’s some stats to put this history, that started in 2016, into perspective.

Second quarter earnings season insights and live events…(including the August Monthly Forum, a fireside to understand the turnaround going on at ASYS, and a post-second-quarter management briefing chat with TGEN. Watch the TGEN discussion here.)…dominated our time last week, reminding us that we’re entering a stretch of potential inflection points for several companies we’ve been closely tracking.Although we’re waiting on real data center contract momentum from Fuel Tech, Inc. (NASDAQ:FTEK) and Tecogen Inc. (NYSE:TGEN), we’re extremely excited that our pipeline of legitimate, boring industrial-type companies that could potentially benefit from data center trends continues to grow.

The 2025 second-quarter earnings season is entering its final week. We all know what that means…microcap earnings reports are about to be dumped upon us. As much of an inconvenience this causes during every earning season, it also creates chances to uncover great stories that get lost. I like to think a reason you have “hired” us is to help you maintain your investing edge during these times, and why we hope you will continue to see Geoinvesting as a key part of your microcap research process.

I have been expanding our team to make sure we continue to give you a first mover advantage. The competition to find information arbitrage intensifies, we think partly because we showcased how successful this strategy can be in the microcap world.

Now onto business. This past week, we highlighted 34 earnings reports in our morning emails. You can visit our morning email archives here. The represented industries spanning 

This week, we decided to focus on posting a special video newsletter edition, featuring highlights from the past month’s events.

We ended the month with an amazing chat with Abinand Rangesh, CEO of Tecogen Inc. (NYSE:TGEN), with an all-time Skull Session record attendance of 81 unique viewers.

We’ve included a complementary clip of this conversation, later in this Weekly Wrap-Up post.

A couple days prior to that conversation, I recorded a walk down memory lane chat with Michael Pruitt, founder of the Co/Investor Club (@CoInvestorClub1). Make sure you follow their work here and opt in to receive their weekly emails on the market, deal flow opportunities, and investing.

Regardless, I suspect part of the reason why we’ve onboarded a record number of subscribers over the last 24 months is our increasing commitment to deliver quality information to our community. I think we’ve hit that flywheel moment in our growth journey, despite what some of the pessimists may say about us from time to time. Unfortunately for them, that motivates us even more. And as some of you may know, I like to say👉although we’re not always right, when we are right, we want to be right big. We consider ourselves failing if we are not delivering the opportunity for our subscribers to earn a CAGR of 20% to 30%.

We built Geoinvesting for the everyday investor, not for the Wall Street elite… they can fucking kiss our ass. Main Street is where you’ll find our team turning over rocks.

On Saturday, I hosted a live Multibagger Class into the thinking—and the timing—that goes into identifying microcap stocks with large upside. We walked through the key traits that define our “Tier 1” quality framework and how we use that to anticipate inflection points that the market hasn’t yet priced in. In this post I will show you a clip from the class, as we go over a new multibagger candidate, using information arbitrage. With Q3 microcap earnings season approaching, we also continue to identify information arbitrage opportunities in underfollowed names.

My introductory comments of the monthly forum zeroed in on something simple but essential: quality over quantity, especially when it comes to Geoinvesting subscribers who contribute their research and favorite stock pitches to publish on our research platform. We think our increasing attention to quality and a focus on reaching out to investors who have superior or promising investment disciplines is why the returns of our contributors have been exceptional. For example, our research contributors have now produced 52 multibaggers out of 128 total stocks, with 27 still in multibagger territory.

One of the key reasons I’ve had success in microcap investing is because I’ve never been afraid to move early, not because I’m necessarily better than the next investor. In fact, I’m just an average dude who likes turning over rocks, who isn’t afraid to take uncomfortable risks.

I don’t wait for the crowd, and I certainly don’t wait for every uncertainty to be de-risked. I like to strike before the herd notices. Sometimes that means having to be satisfied with being comfortable with partial information.