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A Deeper Review Into RCMT & KLNG Strong Earnings Reports + A New Stock Added to the Buy-on-Pullback Model Portfolio [GeoWire Weekly No. 252]

I think it’s a good idea to do some deeper dives into some of the earnings reports we review within our microcap coverage universe to help you understand what we’re thinking about these companies. To...

Summer 2026 Virtual Conference Highlights: 10 Company Presentations, 6 Investor Pitches & an AI Memory Roundtable [GeoWire Weekly No. 251]

This week, much of our attention was focused on the MS Microcaps Summer Virtual Conference. The three-day event brought together Canadian and U.S. public companies, microcap investors and several...

Summer 2026 Virtual Conference – Investor Pitches

Day Two of Summer 2026 Virtual Conference shifted toward investor pitches and idea sharing. Gurkirat Singh, Aurelion Research, Multibagger Mike, Ben Brostoff, Lee Roach each presented an investment...

A Defense Electronics Supplier With M&A Upside and A Forgotten Manufacturer With Property Value 4x Above Recorded PP&E [GeoWire Weekly No. 250]

ICYMI: Reports on two defense stocks we added to our Model Portfolio Universe - one benefiting from rising missile production, and the other experiencing growth catalysts for the first time in a...

US Drug Supply Chain Reshoring Sparks A New Microcap Theme; FRTU President Yoel Damas Addresses Growth, Capital, Automation, And Nasdaq Plans [GeoWire Weekly No. 249]

A US policy shock, a long-running national-security concern about drug supply, finally crystallized into tariffs, is pushing pharmaceutical manufacturing back onto American soil. The result is a...

Three Initial Stocks for Our New Battery Energy Storage Screen; Smallcap Earnings Monitor Faves of the Month (Video+Summaries) [GeoWire Weekly No. 248]

We launched a new Battery Energy Storage Systems (BESS) screen with its first three additions. The screen highlights companies positioned to benefit from growing demand for grid-scale energy storage...

Conviction in One of Our Favorite Stocks Through a Deeper Dive Into Its Contracts With the Government; Open Forum Digs Into PPIH, BOF, CNVS [GeoWire Weekly No. 247]

Please note that this week we held our July Open Forum, where we discussed developments across our coverage universe during the month of June. Part of the discussion focused on a new and potentially...

A Playbook For Finding Small Caps Trading Under Five Times Free Cash Flow With Hugo Navarro [Geowire Weekly No. 246]

During the Planet MicroCap Conference in Las Vegas, I pitched $SIF. This is very much a classic “boring but interesting” turnaround idea in the aerospace forging space. SIFCO is a 113-year-old...

Hugo Navarro: From Substack Author to Hedge Fund Advisor

We opened this Skull Session by catching up with Hugo Navarro (@HugoNavarroPer2) after meeting him in person at Planet MicroCap Las Vegas. Hugo discussed his move into advising a fund in Spain while...

$15,000 Microcap Stock Picking Contest 2026 – Submissions Are Now Open [GeoWire Weekly No. 245]

Every year, microcap conferences introduce investors to dozens of promising companies. Yet, once the conference ends, there is rarely a structured way to measure which investment ideas actually...

Building Edge Through Uncertainty and Information Arbitrage with Deiya Pernas of Pernas Research [GeoWire Weekly No. 244]

Lots of people think successful investing is about certainty but this Skull Session with Deiya Pernas of Pernas Research sits in uncertainty where information quality, narrative gaps, market...

Investing Through Uncertainty: Data and Discipline

This Skull Session featured Deiya Pernas, an investor at Pernas Research, for a conversation on investing process, information arbitrage, AI, portfolio construction, and small-cap opportunities. The...
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