GEO Investing

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.