We are excited to share that we’ll be enhancing our Video Shelf to more comprehensively display our wide array of videos and clips that fall within the realm of what we’ve been striving to achieve over the last few years – meeting and speaking with peers to compare notes on investing strategies, pitches and stories; screening the web for learning material from some of the most widely acclaimed investing legends like Peter Lynch and Warren Buffett; interviewing experienced management via invite-only events hosted live for our Membership base,
There are lots of reasons you might choose to join a stock research platform like GeoInvesting. However, when it comes down to it, in the end, you are probably looking for interesting ideas on stocks that you might want to add to your portfolio or perform research on.
So, that’s why in this installment of the Monthly GeoWire, we are reiterating a new addition to our website – The Pitch Lobby, a concept we recently sent you some information about on September 9, 2023.
We don’t want to focus on short term returns, but it’s nice to see that the stocks included in the Pitch Lobby are performing nicely. Within less than 2 months, the Average return was over 9% at the time of our email, while the NASDAQ and Russell 2000 small-cap index were down 2.4% and 4.1%, respectively. The peak average return was 16.92%.
In continuation of our June 2023 Geowire Monthly Newsletter, we are glad to present another installment of “Peer Stock Pitches”.
Before I launched Geoinvesting in 2007, you could say that I somewhat secluded myself to a cave searching for stocks that fit my own mold, based on a research process I trusted. Luckily, Geo and the way the internet/social media has evolved led me down a path to be able to develop some great relationships with successful investors.
You learn quickly that amazing talent exists outside your world. In fact, one of the first multibaggers at Geo came due to a 20 minute conversation I had with a Geo Subscriber in 2009. We had written a bullish opinion on a stock, but he said that we needed to be looking at the warrants, and laid out his pitch to me. Well, we relayed this message on Geo and the warrants went from about 20 cents to over $6.00 in a few weeks.
GeoWire Monthly, Vol. 3, Issue No. 5, May/June 2023 – Two Compelling Crowdsourced Stock Pitches For our June 2023 GeoWire Monthly newsletter edition, we wanted to give you a glimpse into what we are starting to introduce as an exclusive […]
In this edition, we get back to our video focus by covering my appearance as a guest on a podcast hosted by Tobias Carlisle (@greenbackd), The Acquirers Podcast. Tobias is the author of The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market
Even though I had this conversation with Tobias in 2020, I thought it would be a great idea to bring it to light again for investors that began following our newsletter since then. It serves as a great primer to get familiar with parts of my full-time investing journey, just in case you have been contemplating upgrading your experience on Geoinvesting through a subscription to our Premium Subscription here.
We discussed my early years of investing and some of the most important things that shaped my investing journey.
During the interview, we delved into a range of topics including…
In light of the volatile market conditions we are facing, we have been focusing on topics such as:
Recession Resistant Stocks.
Company Turnarounds.
Boring but Slow Growing Companies.
Microcaps with Big Cap Revenue.
For this Monthly GeoWire issue, as a followup to our short prelude on on Chapter 11 exits, we are once again focusing on successful Chapter 11 exits – companies that have weathered their own respective storms through debt and bankruptcy filings and have not only emerged successfully, but performed remarkably well since then, both in terms of performance and stock price.
I am no stranger to investing in and studying Chapter 11 companies. Before I launched GeoInvesting in 2007, I invested in stocks after they emerged from Chapter 11.
My journey in this genre of special situations started with Storage Technology (STK) in 1990. As a matter of fact, this was my first foray into special situation investing.
A few years later, I bought shares of paging companies MetroCall and NII Holdings, two companies that were casualties of the dot com and related telecom bubble. They both ended up turning into multi baggers.
Before Monster Beverage Corporation (NASDAQ:MNST) was the energy drink we all know today, it went through a Chapter 11 bankruptcy under the name Hansen Natural Foods (HANS). I captured a tiny piece of its Multibagger history, as I discuss later.
Having been through 3 bear and 2 bull markets, our history is rich.
We’ve accomplished quite a bit on both sides of the equation, recently experiencing the brighter side of things from March 23, 2020 (Covid trough) to January 3, 2022 before a microcap winter for many, including us.
During this period of nearly 21 months, we posted an average 134.96% rise in holdings that were initiated after December 31, 2016 and closed and/or still open by the time the bull market ended (a total of 67 unique model portfolio stocks). Yes, while it’s true that the 2020 Covid bull run was a great outlier period when it was hard to lose money, we still managed to beat the S&P by 20%. Furthermore, the stats we highlight later will show that we had above-average returns well before this 2016 to 2021 timeframe. As an initial example, in each of the last 10 years going back to 2012 through the year 2021, we’ve logged at least 7 stocks per annum that have gone on to at least double during our holding period.
When 2022 came along, it created another challenging period for investors. Last year put into perspective just how unpredictable and frustrating investing can be, especially when you are dealing with a group of stocks that investors might tend to ignore or abandon, lending to thin trading and extended periods of price stagnation or decline. When some of 2021’s duds turned into 2022 duds, we knew we were in for a disappointing ride. But a little later, we’ll get into the strategies we are employing that are perfect for the next bull market, which we feel is right around the corner. Our goal is to even better the performance we logged in the prior bull markets.
We’ll be getting back to the normal Monthly GeoWire format next month, but we wanted to take this first edition of the new year to look back at everything we were up to in 2022. Don’t worry, we will be getting back to our normal video format starting in February.
This month’s GeoWire will be split up into 2 issues – one today, and the other next week. A lot happened in 2022, and we thought it was best to split it up into two separate posts to be able to put adequate focus on the themes we want to discuss.
This Week: The stock market and recession, our new Model Recession Portfolios, and still the chance to participate in our special offer for 2023.