Yesterday, while reviewing my book notes on value investing , I came across an interesting passage from a classic investment book, “Security Analysis” by Graham and Dodd. “Security Analysis” is considered by many to be the more technical version of […]
Companies that spinoff offer some of the best opportunities that investors can exploit to find outsized returns in the stock market. Don’t take my word for it. Some of the most notable iconic investors like Peter Lynch, Charlie Munger, Joel […]
In my last article about how multi-baggers hide out in “easy money” places, I discussed five strategies microcap investors can add to their tool box. Deep “in the trenches” microcap and nanocap investors are always looking for an information edge […]
How Not to be Your Own Worst Enemy No matter how you spin it, economics and finance are inherently governed by human patterns of behavior. Finance, the markets and the economy are all made up of transactions between people, and […]
A few days ago, I received some very relevant questions from an investor about how GeoInvesting goes about researching microcap stocks and making investment decisions. I’m going to just jump right into it and hope you find the following information […]
When I read the following Warren Buffett quote for the first time it struck me as peculiar. What would cause the normally conservative Warren Buffett to make such a statement? Is it simply that he knew he would never actually […]
By Maj Soueidan, co-founder GeoInvesting You probably noticed that I often use the term “Information Arbitrage” (InfoArb) to highlight free or easy money opportunities hidden in corners of the microcap universe that investors can overlook. An information arbitrage exists when […]
Active investing in publicly traded securities is an inherently competitive activity, and people are looking for an investing edge. By definition, active asset management in aggregate produces, gross of fees, the same returns as passively managed money (ignoring frictional costs […]