The GeoWire

US Drug Supply Chain Reshoring Sparks A New Microcap Theme; FRTU President Yoel Damas Addresses Growth, Capital, Automation, And Nasdaq Plans [GeoWire Weekly No. 249]

ByGeoTeam July 26, 2026

A US policy shock, a long-running national-security concern about drug supply, finally crystallized into tariffs, is pushing pharmaceutical manufacturing back onto American soil. The result is a...

Three Initial Stocks for Our New Battery Energy Storage Screen; Smallcap Earnings Monitor Faves of the Month (Video+Summaries) [GeoWire Weekly No. 248]

ByGeoTeam July 19, 2026

We launched a new Battery Energy Storage Systems (BESS) screen with its first three additions. The screen highlights companies positioned to benefit from growing demand for grid-scale energy storage...

Conviction in One of Our Favorite Stocks Through a Deeper Dive Into Its Contracts With the Government; Open Forum Digs Into PPIH, BOF, CNVS [GeoWire Weekly No. 247]

ByGeoTeam July 12, 2026

Please note that this week we held our July Open Forum, where we discussed developments across our coverage universe during the month of June. Part of the discussion focused on a new and potentially...

A Playbook For Finding Small Caps Trading Under Five Times Free Cash Flow With Hugo Navarro [Geowire Weekly No. 246]

ByGeoTeam July 5, 2026

During the Planet MicroCap Conference in Las Vegas, I pitched $SIF. This is very much a classic “boring but interesting” turnaround idea in the aerospace forging space. SIFCO is a 113-year-old...

Hugo Navarro: From Substack Author to Hedge Fund Advisor

ByGeoTeam July 5, 2026

We opened this Skull Session by catching up with Hugo Navarro (@HugoNavarroPer2) after meeting him in person at Planet MicroCap Las Vegas. Hugo discussed his move into advising a fund in Spain while...

$15,000 Microcap Stock Picking Contest 2026 – Submissions Are Now Open [GeoWire Weekly No. 245]

ByGeoTeam June 28, 2026

Every year, microcap conferences introduce investors to dozens of promising companies. Yet, once the conference ends, there is rarely a structured way to measure which investment ideas actually...

Building Edge Through Uncertainty and Information Arbitrage with Deiya Pernas of Pernas Research [GeoWire Weekly No. 244]

ByGeoTeam June 21, 2026

Lots of people think successful investing is about certainty but this Skull Session with Deiya Pernas of Pernas Research sits in uncertainty where information quality, narrative gaps, market...

Investing Through Uncertainty: Data and Discipline

ByGeoTeam June 21, 2026

This Skull Session featured Deiya Pernas, an investor at Pernas Research, for a conversation on investing process, information arbitrage, AI, portfolio construction, and small-cap opportunities. The...

The Andrew Left Verdict and Its Implications Beyond Short Selling

ByGeoTeam June 14, 2026

This Skull Session builds on the short selling theme with John Sutter, Esq., who joined us to unpack the Andrew Left conviction. John has worked with whistleblowers and short activists and now spends...

Short Selling, Squeezes, and Finding the Other Side of Bad Companies

ByGeoTeam June 14, 2026

In this Skull Session, we are bringing back Sean Westropp of Deep Sail Capital (@DeepSailCapital) to discuss the current short-selling environment. The timing was useful because we have also been...

Andrew Left Conviction + Short Selling & Short Squeezes With Sean Westropp and Attorney John Sutter [GeoWire Weekly No. 243]

ByGeoTeam June 14, 2026

Last week was a strong week of Skull Sessions. We welcomed back recurring guests, hedge fund manager Sean Westropp of Deepsail Capital and attorney John Sutter, to discuss the state of the short...

Model Portfolio 🚨: Will SYRA Qualify As GeoInvesting’s Next Run to $1.00 Addition? [GeoWire Weekly No. 242]

ByGeoTeam June 7, 2026

Last week, we held our June Open Forum. To start things off, we hosted Syra Health Corp. (OTCQB:SYRA) where we discussed its first profitable quarter and its positioning within value-based healthcare...