One of the key reasons I’ve had success in microcap investing is because I’ve never been afraid to move early, not because I’m necessarily better than the next investor. In fact, I’m just an average dude who likes turning over rocks, who isn’t afraid to take uncomfortable risks.

I don’t wait for the crowd, and I certainly don’t wait for every uncertainty to be de-risked. I like to strike before the herd notices. Sometimes that means having to be satisfied with being comfortable with partial information.

I’ve been a diversified investor and I’ve been a concentrated investor. I do believe they both have their place. However, diversification in microcaps is interesting. Here are 5 big reasons, from a comprehensive list I’ve been compiling to highlight why I think this is the case:

I want to thank Edwin Dorsey, founder of the Idea Brunch Substack, for inviting me to be a guest interviewee. In the “Idea Brunch” interview, I had a chance to unpack my own investing journey—how GeoInvesting came to be, what I look for in a multibagger, and why press releases might be a key investing best edge in a short-attention-span market.

This week’s wrap-up is packed with inflection points that are flying under the radar. We continue to dissect the clues that indicate a certain company’s five data center contract bids could materialize. Just one decent-sized contract could potentially double the size of the company. Another company’s blowout quarter sent shares up 20%, yet the stock is still cheap and investors have yet to associate the company with data center demand. We think the stock got lost in Friday’s weak market session.

During the June 2025 Open Forum, we rolled out a double feature: a new data center stock screen (launched May 20, tracking seven names) and something far more tangible—a boots-on-the-ground walkthrough of Tecogen Inc. (NYSE:TGEN) Boston headquarters and manufacturing floor. The in-person visit made a real impression.

I’ve wanted to sit down with Mike for a while, and the conversation didn’t disappoint. For anyone who’s ever tried to make a career out of tracking down value where no one’s looking and managing the chaos of illiquid names—Mike is one of the best to do it.

Last weekend, I had the pleasure of sitting down with Mike, the author of the Multibagger Monitor Substack. He can also be found on X under the handle @Mike10947310. I wanted to take the time to share some of the most valuable takeaways from that chat, because it wasn’t just about stocks—it was about strategy, discipline, and how to build an edge in an underfollowed corner of the market where information is still incredibly inefficient.

Once again, the data center theme is taking center stage with this Weekly Wrap-Up, this time featuring power solutions company, $TGEN…and why not? You always go with the person rolling the hot dice at the craps table, and the data center infrastructure theme is treating us well.