The standout this week was our fireside chat with Nik Raman, CEO of $PXHI (used phone reseller/platform). Nik walked us through the company’s journey, from scrappy early iterations of a consumer-facing phone recycling platform to what it is today: a B2B software play quietly building mission-critical infrastructure behind the global used phone supply chain. On the day of the chat, the company announced a special dividend of $1.15, which temporarily sent the stock up 30%.

This week’s update recaps highlights from our September Open Forum, including August performance stats across our coverage universe, biggest movers, and new highs. And a last-second move, I also added a new name to our Focus Model Portfolio, an idea that emerged from real-time discussion and conviction that I was talking out loud about, and then it just hit me, why haven’t I added this to the Model Portfolio?🤯 

Even though we record and archive all of our video events, it’s situations like this that motivate me to remind you that attending our live events can be incredibly beneficial… it makes our Open Forums valuable beyond prepared slides.

Second quarter earnings season is essentially over, but this week was one of our busier weeks of video content with Investor Insights Skull Sessions highlighting Edwin Dorsey of The Bear Cave & Sunday’s Idea Brunch Substacks and Hugo Navarro from the Small Cap Treasures Substack. I have to say that these were amazing chats. Edwin and I talked about China Fraud and the new stuff he’s doing to help protect investors. Hugo is absolutely on fire with some of his recent stock picks.

The big news this week was that we officially closed Buy on Pullback Portfolio #13, with an average return of 50.2%. Our last three BOPs have now had a pretty impressive streak, with returns of 45.3%, 30.6% and 50.2% over an average time span of 8 months.

We actually highlighted BOP 13 in last week’s Sunday post. Here was the official closure announcement:

There’s no doubt that the BOP is turning out to be our best and most consistent high-returning model portfolio.

Here’s some stats to put this history, that started in 2016, into perspective.

Second quarter earnings season insights and live events…(including the August Monthly Forum, a fireside to understand the turnaround going on at ASYS, and a post-second-quarter management briefing chat with TGEN. Watch the TGEN discussion here.)…dominated our time last week, reminding us that we’re entering a stretch of potential inflection points for several companies we’ve been closely tracking.Although we’re waiting on real data center contract momentum from Fuel Tech, Inc. (NASDAQ:FTEK) and Tecogen Inc. (NYSE:TGEN), we’re extremely excited that our pipeline of legitimate, boring industrial-type companies that could potentially benefit from data center trends continues to grow.

The 2025 second-quarter earnings season is entering its final week. We all know what that means…microcap earnings reports are about to be dumped upon us. As much of an inconvenience this causes during every earning season, it also creates chances to uncover great stories that get lost. I like to think a reason you have “hired” us is to help you maintain your investing edge during these times, and why we hope you will continue to see Geoinvesting as a key part of your microcap research process.

I have been expanding our team to make sure we continue to give you a first mover advantage. The competition to find information arbitrage intensifies, we think partly because we showcased how successful this strategy can be in the microcap world.

Now onto business. This past week, we highlighted 34 earnings reports in our morning emails. You can visit our morning email archives here. The represented industries spanning 

This week, we decided to focus on posting a special video newsletter edition, featuring highlights from the past month’s events.

We ended the month with an amazing chat with Abinand Rangesh, CEO of Tecogen Inc. (NYSE:TGEN), with an all-time Skull Session record attendance of 81 unique viewers.

We’ve included a complementary clip of this conversation, later in this Weekly Wrap-Up post.

A couple days prior to that conversation, I recorded a walk down memory lane chat with Michael Pruitt, founder of the Co/Investor Club (@CoInvestorClub1). Make sure you follow their work here and opt in to receive their weekly emails on the market, deal flow opportunities, and investing.

Regardless, I suspect part of the reason why we’ve onboarded a record number of subscribers over the last 24 months is our increasing commitment to deliver quality information to our community. I think we’ve hit that flywheel moment in our growth journey, despite what some of the pessimists may say about us from time to time. Unfortunately for them, that motivates us even more. And as some of you may know, I like to say👉although we’re not always right, when we are right, we want to be right big. We consider ourselves failing if we are not delivering the opportunity for our subscribers to earn a CAGR of 20% to 30%.

We built Geoinvesting for the everyday investor, not for the Wall Street elite… they can fucking kiss our ass. Main Street is where you’ll find our team turning over rocks.