GEO Investing

Notable Clips from our June 13, 2023 Live Member Open Forum [GeoWire Weekly No. 89]

This week, we hosted a Management Morning Briefing Skull Session with Bryan McLaren, CEO of Zoned Properties Inc (OOTC:ZDPY), a company currently included in our Run to One (R21) Model Portfolio. This portfolio is specifically curated to identify stocks trading below $1.00 that could have the potential to increase to a price of well over $1.00 if business objectives are met.

McLaren highlighted Zoned Properties’ operating history, management team, and capital allocation strategy, emphasizing their current focus on reaching profitability and driving margin growth.

We created the following clips from our conversation with Bryan:

Bryan’s goal is to meet GeoInvesting’s quality standards of a Tier One Microcap;
The inflection point as a result of deploying smart capital into creative acquisition projects;
ZDPY’s Zonomics relationship for mapping out potential grow and dispensary locations;
What does ZDPY have to do to get to profitability?;
Expansion to non-cannabis verticals.

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ZDPY CEO Elaborates on Expansion Plans and Keys to Reaching Profitability [GeoWire Weekly No. 88]

This week, we hosted a Management Morning Briefing Skull Session with Bryan McLaren, CEO of Zoned Properties Inc (OOTC:ZDPY), a company currently included in our Run to One (R21) Model Portfolio. This portfolio is specifically curated to identify stocks trading below $1.00 that could have the potential to increase to a price of well over $1.00 if business objectives are met.

McLaren highlighted Zoned Properties’ operating history, management team, and capital allocation strategy, emphasizing their current focus on reaching profitability and driving margin growth.

We created the following clips from our conversation with Bryan:

Bryan’s goal is to meet GeoInvesting’s quality standards of a Tier One Microcap;
The inflection point as a result of deploying smart capital into creative acquisition projects;
ZDPY’s Zonomics relationship for mapping out potential grow and dispensary locations;
What does ZDPY have to do to get to profitability?;
Expansion to non-cannabis verticals.

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William O’Neil’s Lasting Impression on Momentum Investing [GeoWire Weekly No. 87]

The news of William O’Neil’s passing on May 28, 2023 stirred memories of my early ventures into the world of momentum (aka Momo) investing. O’Neil was an American investor, entrepreneur, and author (“How to Make Money in Stocks” and “24 Essential Lessons for Investment Success”). He was the founder of Investor’s Business Daily (IBD) in 1984 and the creator of the CANSLIM investment strategy. (more on that later)

When thinking about his significant contributions to the field of stock market analysis and investment strategies, I found myself in a nostalgic headspace back to the days when I obsessively began tracking stocks attaining new 52-week highs, armed with nothing more than a pen, paper, and the Wall Street Journal/Baron’s.

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As We Prep For Fireside Chat with CRMZ Management, a Refresher on Company Through Draco Global’s Quim Abril [GeoWire Weekly No. 86]

Because our next Fireside Chat is with Credit Risk Monitors (OTC:CRMZ), a countercyclical company operating in the credit risk monitoring industry, we thought it would be appropriate to once again draw your attention to a pitch session with Quim Abril, President and Portfolio Manager at Draco Global Fund, during which he presented his bullish take on the company.

As a precursor to the feature with CRMZ, we’d like to focus on 3 clips that will give you a quick bird’s eye view of why Quim is following the company and, in case you missed it, where he thinks the stock could go given a couple of scenarios.

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Featuring Cipher Pharmaceutical Clips From Last Week’s Management Briefing [GeoWire Weekly No. 85]

We had a second opportunity to sit down with Cipher Pharmaceuticals Inc (OOTC:CPHRF) (CPH.TO) CEO Craig Mull and CFO Bryan Jacobs on May 18, 2023.

Recall that after having taken a deeper look in 2022 into the the valuation of the company versus its peers and some of the traits it possessed that made the company a stock that we thought warranted a live event with management, we successfully hosted a Fireside Chat with the company in November 2022.

In May 18’s Management Morning Briefing, we aimed to gain a deeper understanding of Cipher Pharmaceuticals’ prospects and how they align with our findings and past discussions.

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Long-term or Short-term Investing? How About Both? [GeoWire Weekly No. 84]

When a stock of yours is doing well, one of the hardest things you will face is deciding if you should make a decision to take short-term profits, especially if you strongly believe the stock has much more potential in the long run. But it gets even worse. Sometimes we make decisions to hold onto stocks longer than their expiration dates because of the “what if it goes up” thoughts that creep into our minds

You want to hold it, but on the same token, you are not being fair to yourself when your discipline promotes a making-money strategy. 

Now, I could have just as well started this post…one of the hardest decisions you’ll have to contemplate as an investor is to let a stock with great potential sit in your portfolio for a very long time. You have faith, after your hours of due diligence, that it will give you great annualized returns in 5, 10 or 20 years, but what if it doesn’t happen on your timeline?  Would the capital that would have been made available with a more swing-style trade be better deployed in another investment? And should you even preoccupy yourself with these thoughts?

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GeoWire Monthly, Vol. 3, Issue No. 4, April 2023

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…

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Prelude to a Larger Discussion on Long vs. Short Term Investor Strategy [GeoWire Weekly No. 83]

Last week, we said that we’d be addressing some of the most common shortcomings that plague investors, and provided a cursory overview of one aspect of the investment process that is often overlooked – deep research. We’ll continue with the “investor oversights and failures” theme as we move through May and June, investigating additional facets that are pain points that must be addressed to become successful.

As we continue to ruminate over the next topic, the short term versus long term investing dilemma, we thought that a good prelude to that would be to take a look at some investment scenarios that fit in with that discussion. We’ve covered the topic before, but there is much more to expound upon on the subject that might help us reach some conclusions on the best approach investors should take, or maybe even a blended approach

Personally, in the first part of my full time investing career, much of my focus was in trying to find great companies in the meat of their growth cycles, holding them through that growth cycle and then selling them when the cycles were coming to an end. It was a great formula that worked fantastically for me.

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