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.