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This Week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting key takeaways on news, earnings coverage, contracts PLUS model portfolio updates, investor and CEO interviews (Skull Sessions), and overlooked signals in our 1,500+ coverage universe built since 2009.
What’s Inside
This week, we continued sharing key earnings reports across the microcap universe through GeoInvesting’s Premium X (Twitter) account. If you are a premium subscriber and aren’t yet following us on this subscriber-only X account, please let us know here.
If you don’t have an X account, we can help you receive our tweets via email. By the way, you can also view GeoInvesting’s entire 3-year earnings coverage log on the GeoInvesting website by logging into your account and selecting “Monthly Earnings Highlights” from the dropdown menu that appears when you hover over your account name.
Keeping the Investor Insights Skull Session momentum going, this week we chatted with Andrew Pogue of Underlying Value Substack (@underlyingvalue on X). I met Andrew at the Planet Microcap Conference in Toronto last year and knew I wanted to have him on as a guest. The focus was on deep value investing with a catalyst: hunting globally for small-cap mispricings, understanding the operational reality inside messy businesses, and demanding a clear path from cash generation to shareholder returns.
We also dug into capital allocation discipline, international opportunity sets like South Africa, how to use and not use AI in stock research, and managing portfolios as conviction builds.
Below is a snapshot of the earnings reports we flagged via our premium subscriber only X account last week with some brief takeaways.
- Docebo Inc. (NASDAQ:DCBO) (TSX:DCBO) – Software company being hammered, partly due to the AI vs. software debate. I am intrigued
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