We all want to be happy, so why are we so drawn to negative and bad news and why does it stir something up inside of us? Is it because bad news is an obstacle to our happiness, and we need to be aware of potential threats to our happiness? Could it be because so […]
Remembering Marty Whitman – Deep Value Portfolio Manager
Introduction By Maj Soueidan, Co-Founder GeoInvesting Marty Whitman holds a special place in the hearts of many deep value investors. As you may know, Marty Whitman passed away on April 16, 2018, but leaves behind a legacy that includes market beating returns and 4 books. “Martin J. Whitman, often said that March 31, 1946, the […]
Behavioral Finance Is Central To Value Investing
Behavioral finance is central to value investing. This is a quote that Jim Kelly, director of the Gabelli Center for Global Security Analysis at Fordham University, stated leading up to a presentation given by Professor Andrew W. Lo on January 24, 2018 at the Museum of American Finance. The Gabelli Center for Global Security Analysis at […]
Insiders Are Betting Big On These 4 Stocks, and So Am I
I am going to discuss short pitches on two of four very different microcap stocks that are timely in the short-term, but also have long-term appeal; situations where insiders are “backing up the truck”. They also have an information arbitrage (“InfoArb”) theme to them. I have interviewed all four of these companies at some point. I will […]
A Comeback Story For This Telecommunications Solutions Provider [Reasons For Tracking]
Change Has Made Us Better, Improving Our Stock Research Service Is At The Forefront
Over the last ten years we have worked hard to earn the trust of investors with our stock research service. “Find the truth, report the truth, invest in the truth” has been the motto that defines our culture at GeoInvesting. Our approach is supported by four key pillars: Provide quality research. Build trust. Use a […]
I’m A Bull At Heart, But I Have To Keep It Real
In early October of this year, I gave a Red Flags speech at the Traders4ACause charity event at Wynn Resorts in Las Vegas. I was honored to have spoken alongside Sahm Andrangi (@KerrisdaleCapital), Jon Najarian (@jonnajarian), Ryan Sellers (@openoutcrier), Andrew Left (@CitronResearch) and GeoInvesting writer Christopher Irons (@QTRResearch) – truly great highlights of my trip. Similar to the event I attended last year at the Mandalay Bay Resort, I had very productive meetings with other investors, learning about their investment strategies and goals.
Founding Investor of Napster Adrian Scott Talks Cryptocurrencies with GeoInvesting
On October 25, I along with one of my special situation analysts, Siggy Eggert and GeoInvesting Contributor Joe Templin, spoke with Dr. Adrian Scott about cryptocurrencies. In this episode, DR. Scott reviews the evolution of the cryptocurrency environment, covering not just bitcoin but some of the alternatives and ICO’s while discussing some of the caveats […]