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This week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting the most important developments across our 1,500+ microcap coverage universe built since 2009, including high-impact earnings reports, information arbitrage discoveries, contract announcements, and model portfolio updates. We also highlight insights from our investor and CEO interviews (Skull Sessions).
See all emails sent during the week here.
As usual, we highlight the stocks we want to watch most in our big movers and losers list of the week, included at the end of this post. We’ve highlighted 10 stocks to watch this week.
Stocks discussed at Geoinvesting last week:
Feature Stock(s):
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 while. The latter’s real estate value on the balance sheet is materially undervalued by a factor of at least 4x.
The other early research indicates that new products have given this company a “moatish” investment angle. We are starting to get increasingly excited. The company will likely be added to our Model Portfolio Universe.
Earnings: TURB TXRP BIRMF (TSXV:BRM) and 4 others.
Updates: CVU SHIM RFIL FTEK
InfoArb Tear Sheets: CLS CSBR AXTA TZOO ROG ORN BAND SPOK TTEK BELFA DRTTF (TSX:DRT) SCEYF (TSX:SHLE) MYE AXTI AEGXF (TSX:ARE) HMDPF (TSX:HPS-A) DFIN ESCA GSIT [ See all Tear Sheets here ]
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