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.
Once again, the data center theme is taking center stage with this Weekly Wrap-Up, this time featuring power solutions company, $TGEN…and why not? You always go with the person rolling the hot dice at the craps table, and the data center infrastructure theme is treating us well.
I was able to sneak away from a Mother’s Day Smorgasbord to put the finishing touches on this weekly wrap-up after chowing down on food from some of the finest chefs in town.
I guarantee you that Warren Buffett would be buying this stock if he found it in the beginning of his career, starting from a small capital base. Key reasons why I like this stock: it’s a cash-generating machine, an under-the-radar leading manufacturer that just made a move giving it a huge competitive advantage, has executed large share repurchases at higher and higher prices, invested tens of millions of dollars in expansions, is rapidly growing earnings per share, and is still trading at dirt-cheap multiples.
I initially visited the data center FUD topic a few weeks ago in a Weekly Wrap-Up post, talking about the data center tailwinds positively impacting Sterling Infrastructure, Inc. (NASDAQ:STRL) construction operations and how management addressed the data centers growth skepticism in its Q4 2024 earnings call
Despite a market backdrop still marked by caution, we continue to perform research, hoping to find some nice underappreciated gems during a time where there is less competition from investors who probably have thrown in the towel in the short term. But I’ll be ready to sell them the shares I’m buying on the dips when the crowd returns.