Well, last week, we added our 5th new stock to our coverage universe in 2026 by publishing research on this company and adding it to our model portfolio platform. More on this later in this post, but we believe the stock will rise over 200% over the next couple years, helped by a strengthening relationship with one of its largest customers.

We also added two new additions to our Data Center Screen

This week’s insight also includes extra commentary on $TSSI Q4 and special $OCC information arbitrage that only “means something” if you’ve followed the story for a while, like we have.

We had some meaningful information arbitrage (InfoArb) developments this week. Ligerclub (@realLigerCub) of Byron Street Research Substack did some excellent sleuthing that helped confirm that Rouchon Industries, Inc. (OOTC:RCHN) has transitioned its chip cooling technology to target the data center market, and that it belongs on our data center screen. The stock is now up 144% since being added to the screen on January 8, 2026.

We also identified InfoArb developments surrounding Acorn Energy, Inc. (NASDAQ:ACFN) and discussed Ieh Corp. (OTC:IEHC)’s record backlog announcement. Meanwhile, last Thursday’s March 2026 Open Forum introduced our new High Conviction Research policy, along with model portfolio updates, screen additions, and a new Focus Model Portfolio entry.

By the way, this week I will be sharing insights from my guest appearance with Pixel Research the Pixel Research Substack (@Pixelresearch), where I discussed how I hunt for alpha in the microcap jungle.

This week, we continued sharing key earnings reports across the microcap universe through GeoInvesting’s Premium X (Twitter) account.

Keeping the Investor Skull Session momentum going, the week, we hosted another Skull Session interview, this time with Andrew Pogue of Underlying Value Substack (@underlyingvalue on X). I met Andrew at the Planet Microcap Conference in Toronto last year and knew I wanted to have him on as a guest. The focus was on deep value investing with a catalyst: hunting globally for small-cap mispricings, understanding the operational reality inside messy businesses, and demanding a clear path from cash generation to shareholder returns. 

We also dug into capital allocation discipline, international opportunity sets like South Africa, how to use and not use AI in stock research, and managing  portfolios as conviction builds.

Aside from bringing a medical device stock with 100% upside into our coverage universe, my favorite features this week included earnings updates from Cineverse Corp. (NASDAQ:CNVS), Firan Technology Group Corporation (OTC:FTGFF) (TSX:FTG) and Burnham Holdings, Inc. (OOTC:BURCA), and a skull session with quant investor, Carlos Morales.

We have earnings coverage updates from Aluula Composites Inc. (OTCQB:AUUAF) (TSXV:AUUA), Qualstar Corp. (OOTC:QBAK), Invitro International (OTCQB:IVRO), Sifco Industries, Inc. (NYSE:SIF), Calian Group Ltd. (OOTC:CLNFF) (TSX:CGY).

We also review AUUAF’s capital raise to expand capacity, a new product launch from Qualstar Corp. (OOTC:QBAK) to attract larger customers, the addition of Calian Group Ltd. (OOTC:CLNFF) (TSX:CGY) to our Defense Screen, and a defense contract announcement for Velo3d, Inc. (NASDAQ:VELO).

This week, we held our monthly Open Forum, where we delved into the hot topic of the last two weeks: what to make of software stocks getting pummeled because of advancements in AI. We took a quick, cursory glance at four buckets investors should consider to understand where the risk is and where the opportunity lies. On that note, we dug deep into our 1,500+ microcap stock archives to resurface an old MultiBagger that we think actually benefits from what’s going on with AI and fits squarely in between the third and fourth buckets we discussed.

This week’s coverage focused on our Skull Session with Buda Juice, Inc. (NYSE:BUDA) following its recent IPO. The CEO/co-founder shared insights on scaling fresh juice brands nationally, expanding distribution, and maintaining profitability while managing supply chain and operational challenges. The discussion highlighted early revenue traction, customer expansion, and capital spend decisions that the company hopes will drive long-term growth.

We usually don’t look at IPO’s in microcap land. So many tend to be too aggressively priced or are losing money. We generally would like to wait to see how things play out after the company goes public. However, BUDA caught our attention because it’s actually making money, and beverage companies, in general, are known to post mountains of losses as they chase revenue and market share.