I began my full-time investor career path while in college between 1988 to 1992. From time to time, I find myself struggling to shed some of the bad habits that get in the way of maximizing my investment experience. I […]
If you have invested in U.S. listed Chinese stocks (ChinaHybrids) you are probably already aware of their rise and fall from grace. If you are thinking about investing in these stocks for the first time, it’s important that you become familiar with the evolution of the space. GeoInvesting has and will continue to play a big role in bringing awareness to the investment risks and opportunities in ChinaHybrids. I bought my first ChinaHybrid in 2004.
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 and $300 million. Why should you care about […]
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 favorite stock pitches to publish on our research platform. We think our increasing attention to quality and a focus on reaching out to investors who have superior or promising investment disciplines is why the returns of our contributors have been exceptional. For example, our research contributors have now produced 52 multibaggers out of 128 total stocks, with 27 still in multibagger territory.
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 dude who likes turning over rocks, who isn’t afraid to take uncomfortable risks.
I don’t wait for the crowd, and I certainly don’t wait for every uncertainty to be de-risked. I like to strike before the herd notices. Sometimes that means having to be satisfied with being comfortable with partial information.
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 comprehensive list I’ve been compiling to highlight why I think this is the case:
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 GeoInvesting came to be, what I look for in a multibagger, and why press releases might be a key investing best edge in a short-attention-span market.
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 materialize. Just one decent-sized contract could potentially double the size of the company. Another company’s blowout quarter sent shares up 20%, yet the stock is still cheap and investors have yet to associate the company with data center demand. We think the stock got lost in Friday’s weak market session.
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 walkthrough of Tecogen Inc. (NYSE:TGEN) Boston headquarters and manufacturing floor. The in-person visit made a real impression.
I’ve wanted to sit down with Mike for a while, and the conversation didn’t disappoint. For anyone who’s ever tried to make a career out of tracking down value where no one’s looking and managing the chaos of illiquid names—Mike is one of the best to do it.
Last weekend, I had the pleasure of sitting down with Mike, the author of the Multibagger Monitor Substack. He can also be found on X under the handle @Mike10947310. I wanted to take the time to share some of the most valuable takeaways from that chat, because it wasn’t just about stocks—it was about strategy, discipline, and how to build an edge in an underfollowed corner of the market where information is still incredibly inefficient.