GEO Investing

A Closer Look at The Stephan Company Chapter 11 Proceedings

Over the past few weeks, I have been talking to private investor Lee Roach (@thevalueroad on Substack and @leevalueroach on X) about The Stephan Company’s (SPCOQ) November 2025 bankruptcy filing. It’s a pretty fascinating case, so I just said, “What the heck? It would make for a great roundtable discussion.”

SPCOQ makes barbershop products, shaving creams, and grooming stuff. It’s a small business with about $10 million in revenue that is generally free cash flow positive and doesn’t carry much debt. The company has been executing a roll-up strategy.
So, on 4/2/2026, I recorded a roundtable with Lee; another private investor, Lukas Milosic (@pixelresearch on Substack, @Pixelresearch on X), and Geoinvesting analyst Diego La Torre (@Diego_La_Torre_), to talk about the bull and bear case for SPCOQ.

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Lee Roach Investor Roundtable on a Special Situation and Q4 Earnings Highlights [GeoWire Weekly No. 233]

We have a special feature this week: an impromptu Investor Roundtable Skull Session with three investors to discuss what’s been going on with an incredibly interesting special situation stock… actually one of the first stocks I ever bought over three decades ago. The most near-term probable set-up the we all agreed upon was that you make nothing to a best cast outcome of 100%. The worst case scenario of near zero seems unlikely.

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The SEC Wants to Let Companies Report Twice a Year

Here’s Why Microcap Investors Should Care. The SEC is moving forward with a proposal to let public companies opt into semi-annual reporting instead of the current quarterly requirement. The target date for a formal proposal is April 2026. As you’re reading this, I’d like you to keep five things in mind.

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A Pullback Opportunity and Strong Q4 Results for MOJO LEAT and MPTI [GeoWire Weekly No. 232]

This week’s special highlight includes a new contributor pitch on a digital health technology company, submitted by a GeoInvesting contributor, highlighting the opportunity following a recent pullback tied to guidance and reframing the setup as expectations reset. The average return of three of the other stocks he’s contributed to Geoinvesting currently stands at 408%.

In addition, we’re including new information arbitrage we found over the weekend on an electronics manufacturing services provider: regarding very positive backlog information found in its earnings call that was not in the press release.

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Unlocking Value Through Land Infrastructure and Water Rights

This Skull Session is a discussion with David Baker, Chief Investment Officer of the Land Value Alpha Fund (@LandValueAlpha on X), focused on land investing, infrastructure development, and water rights as a source of return. The conversation outlines how the fund targets undervalued land and enhances value through active improvements rather than passive holding. While the current fund is new, David brings a proven track record, delivering 42% gross and 33% net audited returns over nearly seven years in his prior fund. He is now targeting a minimum average annual return of 20%.

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[Research Update] Data Center / Nuclear / Defense Wrapped Up Into One

We just published a bullish article our analyst wrote on a high conviction idea that’s in one of our model portfolios. The stock is also in our high performing infrastructure and data center screens. Even though the stock has risen by more than 60% over the past year, we believe we are still early. The stock hit a new all-time high after earnings, yet still currently trades at a 45% discount to its peer group on EV/EBITDA. We went deeper into why that gap should close.

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TGEN Delays Persist, But The Data Center Breakout Thesis Remains Intact [GeoWire Weekly No. 231] | TGEN Financial Model

This week’s main focus was on Tecogen Inc. (NYSE:TGEN) following its Q4 and full-year 2025 results. We provided an extended take after reviewing the earnings call, where the key points relate to the company’s progress toward securing initial data center contracts, the role of its Vertiv Holdings, Llc (NYSE:VRT) relationship, and the continued customer friction around being an early adopter. More on this later, including our first attempt at a financial model based on hidden clues provided by the company that we don’t think most investors have caught on to.

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New Research: Medical Device Company with 200%+ Upside; Information Arbitrage On OCC TSSI BIRDF [GeoWire Weekly No. 230]

Well, last week, we added our 5th new stock to our coverage universe in 2026 by publishing research on this company and adding it to our model portfolio platform. More on this later in this post, but we believe the stock will rise over 200% over the next couple years, helped by a strengthening relationship with one of its largest customers.

We also added two new additions to our Data Center Screen

This week’s insight also includes extra commentary on $TSSI Q4 and special $OCC information arbitrage that only “means something” if you’ve followed the story for a while, like we have.

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