I hope you had a great start to your new year. In 2020, we are resolving to aggressively hunt, actively track and potentially buy superior medical device/testing companies with clear economic moats. Warren Buffett introduced the concept of “economic moats. […]
We have a saying around the Geoinvesting office when we lose money on an investment as the result of missing an important piece of due diligence. “You just got YUII’ied!” You will understand what I mean if you keep reading, […]
We recently wrote an in depth research piece on Rand Worldwide Inc (OOTC:RWWI) supporting our long disclosure in the stock. It was one of our more near-term picks that we published to our pro portal to help our members learn […]
Summary We believe we’ve caught Fanhua Inc. in an outright lie: despite FANH stating on its recent conference call that they have no related party relationship with Liu Tingting and Yang Lin, we have concrete evidence that they do Others […]
Summary Frontier Communications Corp. (NASDAQ:FTR) has lost about 97% of its value over the last three years as the company struggles with massive debt & old infrastructure. The equity is being priced for bankruptcy but the fat lady has not sung just […]
I am going to discuss short pitches on two of four very different microcap stocks that are timely in the short-term, but also have long-term appeal; situations where insiders are “backing up the truck”. They also have an information arbitrage (“InfoArb”) theme […]
We are long shares of a company that caters to the needs of enterprises who build modern data centers and mission critical facilities. The company helps its customers design optimal building layouts. It also supplies them with equipment and recurring […]