GEO Investing

Even if you don’t agree with our conclusion on Cadiz Inc. (NASDAQ:CDZI) — a conclusion that states that CDZI’s sole project is extremely unlikely to materialize (which we will reiterate with new MWD commentary) — the capital that the company […]

We believe Tarena International’s (NMS:TEDU) business model is seriously flawed to the point that the company’s current pace of revenue growth, net income growth, and cash generation could all be unsustainable and in jeopardy.  While the risks we highlight may not pose […]

Summary A letter on October 5th from the California State Office of the Bureau of Land Management continues to paint a bleak picture for CDZI’s focus — its ongoing “water project”. This reconciles with, and further validates, past critical articles […]

The GeoTeam has uncovered what we believe to be a brand new information arbitrage once again on Utstarcom Holdings (NMS:UTSI) that supports our previous assertions that the company could be poised for meaningful upside.  Our premium members have been kept […]

Summary On August 7th, UTSI filed an amended 13D/A , inclusive of a Binding Term Sheet, where nearly 12 million shares are planned to be sold between investors for a premium of over 200% of the current share price The […]