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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...

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...