GEO Investing

A Pullback Opportunity and Strong Q4 Results for MOJO LEAT and MPTI [GeoWire Weekly No. 232]

This week’s special highlight includes a new contributor pitch on a digital health technology company, submitted by a GeoInvesting contributor, highlighting the opportunity following a recent pullback tied to guidance and reframing the setup as expectations reset. The average return of three of the other stocks he’s contributed to Geoinvesting currently stands at 408%.

In addition, we’re including new information arbitrage we found over the weekend on an electronics manufacturing services provider: regarding very positive backlog information found in its earnings call that was not in the press release.

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Unlocking Value Through Land Infrastructure and Water Rights

This Skull Session is a discussion with David Baker, Chief Investment Officer of the Land Value Alpha Fund (@LandValueAlpha on X), focused on land investing, infrastructure development, and water rights as a source of return. The conversation outlines how the fund targets undervalued land and enhances value through active improvements rather than passive holding. While the current fund is new, David brings a proven track record, delivering 42% gross and 33% net audited returns over nearly seven years in his prior fund. He is now targeting a minimum average annual return of 20%.

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