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.