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Featuring Cipher Pharmaceutical Clips From Last Week’s Management Briefing [GeoWire Weekly No. 85]

We had a second opportunity to sit down with Cipher Pharmaceuticals Inc (OOTC:CPHRF) (CPH.TO) CEO Craig Mull and CFO Bryan Jacobs on May 18, 2023.

Recall that after having taken a deeper look in 2022 into the the valuation of the company versus its peers and some of the traits it possessed that made the company a stock that we thought warranted a live event with management, we successfully hosted a Fireside Chat with the company in November 2022.

In May 18’s Management Morning Briefing, we aimed to gain a deeper understanding of Cipher Pharmaceuticals’ prospects and how they align with our findings and past discussions.

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Long-term or Short-term Investing? How About Both? [GeoWire Weekly No. 84]

When a stock of yours is doing well, one of the hardest things you will face is deciding if you should make a decision to take short-term profits, especially if you strongly believe the stock has much more potential in the long run. But it gets even worse. Sometimes we make decisions to hold onto stocks longer than their expiration dates because of the “what if it goes up” thoughts that creep into our minds

You want to hold it, but on the same token, you are not being fair to yourself when your discipline promotes a making-money strategy. 

Now, I could have just as well started this post…one of the hardest decisions you’ll have to contemplate as an investor is to let a stock with great potential sit in your portfolio for a very long time. You have faith, after your hours of due diligence, that it will give you great annualized returns in 5, 10 or 20 years, but what if it doesn’t happen on your timeline?  Would the capital that would have been made available with a more swing-style trade be better deployed in another investment? And should you even preoccupy yourself with these thoughts?

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GeoWire Monthly, Vol. 3, Issue No. 4, April 2023

In this edition, we get back to our video focus by covering my appearance as a guest on a podcast hosted by Tobias Carlisle (@greenbackd), The Acquirers Podcast. Tobias is the author of The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market

Even though I had this conversation with Tobias in 2020, I thought it would be a great idea to bring it to light again for investors that began following our newsletter since then. It serves as a great primer to get familiar with parts of my full-time investing journey, just in case you have been contemplating upgrading your experience on Geoinvesting through a subscription to our Premium Subscription here.

We discussed my early years of investing and some of the most important things that shaped my investing journey.

During the interview, we delved into a range of topics including…

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Prelude to a Larger Discussion on Long vs. Short Term Investor Strategy [GeoWire Weekly No. 83]

Last week, we said that we’d be addressing some of the most common shortcomings that plague investors, and provided a cursory overview of one aspect of the investment process that is often overlooked – deep research. We’ll continue with the “investor oversights and failures” theme as we move through May and June, investigating additional facets that are pain points that must be addressed to become successful.

As we continue to ruminate over the next topic, the short term versus long term investing dilemma, we thought that a good prelude to that would be to take a look at some investment scenarios that fit in with that discussion. We’ve covered the topic before, but there is much more to expound upon on the subject that might help us reach some conclusions on the best approach investors should take, or maybe even a blended approach

Personally, in the first part of my full time investing career, much of my focus was in trying to find great companies in the meat of their growth cycles, holding them through that growth cycle and then selling them when the cycles were coming to an end. It was a great formula that worked fantastically for me.

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Are You Failing To Do Proper Research? Here’s An Antidote. [GeoWire Weekly No. 82]

Investing mistakes are common. They are made every day by thousands of investors looking to make a quick buck on YouTube hearsay, a Twitter tip, a Reddit forum discussion or “TikTok guru” just out of college. This leads to poor choices, leaving them vulnerable to misinformation, biases, and market volatility. It ultimately jeopardizes their financial goals.

Basically, when it comes down to it, there are many corners of the internet that prey on the inexperience of new investors, or the apathy of those who don’t see the value of proper due diligence (DD) to confirm, for themselves, if a certain stock is a legitimate investment, or just one that fits within their investment style.

Failure to perform proper DD and document findings is one of the foremost failures that investors face. Unfortunately, it is not the only mistake that is often made. Others include focusing too much on short-term gains, poor portfolio risk management, lack of buy and sell discipline and emotional biases.  Over the coming weeks, we’ll address some of these specifically, but today we are going to stick with the research theme since that is the one that in most cases kickstarts the whole process of finding the right stocks.

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