While over the past several years, it was possible to achieve great success by investing in lesser quality companies that may have had the potential to become tier one quality companies, the current environment dictates, more than ever, that tier one quality investing is where the majority of the focus needs to be. Revenue and good stories are no longer enough ammo to push stocks higher. It’s back to appreciating companies that can generate cash flow and earnings that are in a good liquidity standing. Like many others before us have stated in times when adaptation was necessary, “when times change, so must you.” So, it’s time to reassess our model portfolios to differentiate between the top quality and lower quality stocks, and which ones lie somewhere in between. We conveyed a #PodClip message by @majgeoinvesting w/ commentary on strategy & focus amid the microcap investing malaise, w/an emphasis on categorizing our Model Portfolio companies based on certain criteria & buckets they might fall into.

we won’t shy away from holding management’s feet to the fire during our live chat events. That is kind of what one of our GeoInvesting Premium Members did in a February 23, 2022 Fireside Chat we had with 2 members of the senior management team, Ed Richardson and Wendy Diddel, CEO and COO, respectively.

Before we go on, we’d like to remind you that our position in MFON is now closed and the stock is no longer in any of our Model Portfolios. We did like the company’s story, and it seemed that the niche MFON operated in was definitely in need of leaders - text message marketing platforms built to help restaurants outperform their peers. Mobivity currently boasts that 30,000 restaurants rely on its intelligent messaging platform to grow traffic and make takeout easier. As the stock climbed, we took another stab at it, adding to our long position at a price of $1.97 in late March 2021, a short time after another appearance by Dennis on Little Grapevine as a follow up and to give more color on what appeared to be bullish indicators that the business was on the cusp of achieving some great milestones and relationships.

The first theme is that of Morning Management Briefings that serve to inform us, and therefore you, about current events pertaining to the companies we follow, especially at times surrounding important events, like earnings. You might already be aware that we conducted a few short conversations, the last 2 on 2/22/2022 being with Jerry Fleming, CEO of Altigen Communications Inc (OTC:ATGN) and Jad Fakhry who sits on Stephan Co (OTC:SPCO)’s Board of Directors, and the first a week before that with Doug Gaylor, President & COO of Crexendo, Inc. (NASDAQ:CXDO) . Below are a few clips from the briefings, 1 from the talk with ATGN and 1 from SPCO that you might find informative.