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The big news this week was that we officially closed Buy on Pullback Portfolio #13, with an average return of 50.2%. Our last three BOPs have now had a pretty impressive streak, with returns of 45.3%...
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...
The 2025 second-quarter earnings season is entering its final week. We all know what that meansmicrocap earnings reports are about to be dumped upon us. As much of an inconvenience this causes during...
This week, we decided to focus on posting a special video newsletter edition, featuring highlights from the past month’s events.
We ended the month with an amazing chat with Abinand Rangesh, CEO...
Regardless, I suspect part of the reason why we’ve onboarded a record number of subscribers over the last 24 months is our increasing commitment to deliver quality information to our community. I...
On Saturday, I hosted a live Multibagger Class into the thinking—and the timing—that goes into identifying microcap stocks with large upside. We walked through the key traits that define our “Tier 1”...
My introductory comments of the monthly forum zeroed in on something simple but essential: quality over quantity, especially when it comes to Geoinvesting subscribers who contribute their research and...
One of the key reasons I’ve had success in microcap investing is because I’ve never been afraid to move early, not because I’m necessarily better than the next investor. In fact, I’m just an average...
I’ve been a diversified investor and I’ve been a concentrated investor. I do believe they both have their place. However, diversification in microcaps is interesting. Here are 5 big reasons, from a...
I want to thank Edwin Dorsey, founder of the Idea Brunch Substack, for inviting me to be a guest interviewee. In the “Idea Brunch” interview, I had a chance to unpack my own investing journey—how...
This week’s wrap-up is packed with inflection points that are flying under the radar. We continue to dissect the clues that indicate a certain company’s five data center contract bids could...
During the June 2025 Open Forum, we rolled out a double feature: a new data center stock screen (launched May 20, tracking seven names) and something far more tangible—a boots-on-the-ground...
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