GEO Investing

NV5 Holdings Inc (NVEE), trading around $13, is our most recent GeoBargain. The GeoTeam is always on the lookout, not only for good businesses to invest in but perhaps more importantly, businesses with proven management teams. This selection process led […]

Nv5 Holdings Inc (NVEE) Strong Q3 2014 results, raised guidance and aggressive acquisition strategy has piqued GeoInvesting’s interest.  NVEE provides professional and technical engineering, and consulting solutions to public and private sectors.  Our interview with management strengthens our confidence in the […]

Summary We believe the value of a recently closed joint venture with Terex and a material acquisition that is expected to soon close are not factored into the value of MNTX. Organic growth and acquisitions in the last three years […]

Looking for Long and Short Ebola Plays Due to the hype surrounding the Ebola and Enterovirus, we are now searching for related long and short ideas. So far, we focused our bullish Ebola calls on protective apparel and disinfectant themes. This […]