GEO Investing

This past  week, I engaged in a Skull Session Management Briefing with Jan Loeb, the CEO and President of Acorn Energy Inc (OOTC:ACFN), covering the company’s second-quarter results, growth strategies, and growth initiatives.

Acorn Energy manufactures remote monitoring products, focusing on industries like commercial, industrial, and residential power generation and corrosion protection. They faced a growth slowdown in 2022 due to the sunsetting of 3G technology, which led to a reduction in connections and revenue. However, they rebounded with a renewed focus on LTE technology and are now aiming for 20% annual cash basis revenue growth.

On July 14, 2023, I had a marathon conversation with full-time investor Ryan Telford, during which we discussed quantitative investing strategies, insights into microcap and nanocap stocks, and delved deeper into other approaches to microcap investing. And by marathon, I mean it lasted over three hours. Quite frankly, we could’ve probably spoken for another two. But don’t worry, we’ve extracted a few clips from the conversation for this week that we found interesting, and hope you will as well.

Now that the carnage of 2022 has passed, it’s a great time to take a look at our contributor pitches to see which ones we want to monitor, heading into the next bull market, especially since many have pulled back hard. These impressive stats are also motivating to seek out more pitches from our investor network.

The following are the symbols we are tracking, but things can obviously change moving forward. The symbols in yellow are the stocks we are particularly interested in.

Over the last several months, we have been in the process of making some serious changes at GeoInvesting: The look and feel of the front-facing website, The look and feel of the of the premium portal, The type of content we deliver to you, The way we show this content to you, Rethinking, and now ready to implement, the purpose and layout of the Model Portfolios.

Actually, you may have already noticed some of our changes on the front end. However, during this process, some menu items that were present on the previous site layout are missing as we work to redefine the menu structure to improve your navigational experience. For example, the prior version of our website provided the following menu: