Learn From The Greatest Investing Legends

Is Smaller Better? The Pros and Cons of Micro-Cap Investing

Big returns can come in small packages. That’s certainly the case with investing in a micro-cap, the term used to refer to a publicly-traded company with a market capitalization between $50 million...

Our Off-Cloud Storage Stock Finally Being Found: What’s Driving the Renewed Interest? + Inside the Battery Energy Storage Services Trend [GeoWire Weekly No. 258]

As previously communicated, we’re continuing to share select higher-conviction ideas and research from my Cliff Notes Substack with GeoInvesting subscribers, alongside our regular research updates and...

The Next Growth Chapter for an Overlooked Microcap Insurer + A Recurring Revenue Sleeper [GeoWire Weekly No. 257]

Last Sunday, we let you know that we were working on an updated write-up on a company to highlight its progress and share our views on the stock since we published our first write up on it in May...

An Insurance Company with 50% to 100% Upside + September Open Forum Highlights, Discussing Stocks Like SIF & OCC [GeoWire Weekly No. 256]

Our feature this week will be a quick look at an insurance company trading at roughly a 60% discount to its peers, even though its growth and risk metrics are equal to or better than those of its...

The Stock Picking Leaderboard Is Live: Who’s Leading the Race? [GeoWire Weekly No. 255]

It's been a little over two months since Phase 1 kicked off, and some of these picks have been on a serious run. The live leaderboard is now available, so you can see how your pick is performing and...

Timing The $500 Billion Pharma Reshoring Wave + Finding Alpha With Delta Sheets [GeoWire Weekly No. 254]

If there’s one thing I really want to impart on you today in this week’s edition, it’s to start taking these information arbitrage Delta Sheets seriously, especially if you’re a deep-dive research...