GEO Investing

The first phase of our Video Shelf upgrade has been launched, with an improved look and feel, as well as navigation.

Phase 1 of this launch will make it easier for you to find and watch videos from some of the best new and seasoned microcap investors around the globe that have been GeoInvesting podcast guests over the past several years. We call these video podcasts Investor Insight Skull Sessions.

We are also beefing up our Investing Legends video shelf section that so far include curated playlists from Peter Lynch, Joel Greenblatt, Chuck Akre, and Sir John Templeton. There are several others on deck that we know you are going to like.

In the September 24, 2023 edition of the Geowire Weekly, we provided insights into Buy On Pullback (BOP) Portfolio 11, which was launched the next day, September 25.

So far, we are pleased with its performance.

At the end of November 2023, the 7-stock BOP 11 demonstrated an average current return of 8.15%, beating the S&P 500 by 1.93%. The average peak return is 21.99%

At this point, it looks like BOP 11 is following in the footsteps of the track record of our impressive historical BOP performances, where 9 out of the previous 10 performed nicely, returning an average of 43.41%.

This week, we’re highlighting clips from the Skull Session Interviews we just had with the management of two companies whose stocks just got more timely. The first is a stock in our pipeline that we have been following since 2020. It is listed in our Run2One Model Portfolio, a selection of stocks trading below $1.00 that we anticipate will surge beyond the $1.00 mark due to their current undervaluation and the potential for substantial revenue and net income growth. I find it ridiculous that this profitable company with high recurring revenue and a low customer abandonment rate is trading at an absurdly low valuation.

Last Wednesday, Bryan McLaren, the CEO of $ZDPY, joined us for a Skull Session Management Interview. For those of you who haven’t been following this stock, ZDPY is a strategic real estate development firm focused on the legalized cannabis sector.

The company helps cannabis operators secure properties that can be used as a cannabis site, whether it’s a retail dispensary, a cultivation site, or a manufacturing kitchen. The company operates via 2 segments:

On November 2, 2023, I hosted a Skull Session Fireside Chat with the CFO of a company we’ve previously mentioned that we believe can rise 500%. Our Fireside Chat sessions are a way to introduce new companies entering our coverage universe to you. The most positive takeaway from the chat was that it appeared that analysts’ future revenue and earnings per share estimates are way too conservative, putting our 500% return potential in play over the next two or three years.

October was a busy month for us. A big highlight was my trip to Vancouver, Canada to attend the Small Cap Discovery conference. This is something I have wanted to do, but COVID put a pause on the conference, until resuming in 2023.

Our team has been increasing our focus into investing in Canada based companies, so this trip held even greater importance.

In case you missed it, I wrote about investing in Canada here. I came away from the conference with two stocks that I believe have multibagger potential and am working on having the CEOs join us for Skull Session Fireside chats.

We are stepping up a mission to invite CEOs who have never been on a fireside chat, making their premiere appearance on GEO.

If you are new to GeoInvesting, the R2$1 portfolio consists of legit stocks trading below $1.00 that we predict will increase to trade over $1.00, due to our expectations that these stocks are extremely undervalued and will experience strong revenue and net income growth.

This beverage company caught our attention because of the The CEO’s impressive track record in the beverage industry.