Our open forum events often kick off with an introduction, where I talk about some things that are on my mind. February’s introduction was inspired by a conversation I had with a colleague.
Our decision to add a medical device stock to the Run to One Dollar Model Portfolio a couple weeks ago was met with some skepticism from a colleague who questioned our rationale, particularly regarding dilution and profitability metrics. We had just spoken with the management of the company and are fairly impressed with the direction that the company is heading, while acknowledging that there still may be some bumps along the way.

We are adding a niche medical device company to our Run to One (R21) Model Portfolio. It is an under-the-radar growth story where management believes the company’s specialized products, rapid manufacturing capabilities, and disciplined financial execution give it a competitive edge in a traditionally slow-moving industry.

One of my goals at GeoInvesting, as well as at my new Substack, is to continue to highlight some of the best investors in the microcap space to help all of us generate alpha. Hand-picking these investors isn’t easy, but I think it’s what you expect us to do for you.

A recent development has positioned a little-known company for what could be a significant transformation. 

With a new customer that has the potential to double the size of the business and improve margins, the company is entering a new market with broad growth opportunities. 

However, we found commentary about additional new customer relationships that should be announced soon. This commentary was not that easy to find and is not in the company’s press releases.