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The Stock Picking Leaderboard Is Live: Who’s Leading the Race? [GeoWire Weekly No. 255]

It's been a little over two months since Phase 1 kicked off, and some of these picks have been on a serious run. The live leaderboard is now available, so you can see how your pick is performing and...

Timing The $500 Billion Pharma Reshoring Wave + Finding Alpha With Delta Sheets [GeoWire Weekly No. 254]

If there’s one thing I really want to impart on you today in this week’s edition, it’s to start taking these information arbitrage Delta Sheets seriously, especially if you’re a deep-dive research...

Delta Sheet Special: A Misunderstood COVID Recovery Stock [GeoWire Weekly No. 253]

We adding Our Feature Stock of the week to our Select Coverage Model Portfolio Universe. If our EPS estimates are on target, the stock should rise 180% to 250% over the next 18 months. We first...

A Deeper Review Into RCMT & KLNG Strong Earnings Reports + A New Stock Added to the Buy-on-Pullback Model Portfolio [GeoWire Weekly No. 252]

I think it’s a good idea to do some deeper dives into some of the earnings reports we review within our microcap coverage universe to help you understand what we’re thinking about these companies. To...

Summer 2026 Virtual Conference Highlights: 10 Company Presentations, 6 Investor Pitches & an AI Memory Roundtable [GeoWire Weekly No. 251]

This week, much of our attention was focused on the MS Microcaps Summer Virtual Conference. The three-day event brought together Canadian and U.S. public companies, microcap investors and several...

Summer 2026 Virtual Conference – Investor Pitches

Day Two of Summer 2026 Virtual Conference shifted toward investor pitches and idea sharing. Gurkirat Singh, Aurelion Research, Multibagger Mike, Ben Brostoff, Lee Roach each presented an investment...

A Defense Electronics Supplier With M&A Upside and A Forgotten Manufacturer With Property Value 4x Above Recorded PP&E [GeoWire Weekly No. 250]

ICYMI: Reports on two defense stocks we added to our Model Portfolio Universe - one benefiting from rising missile production, and the other experiencing growth catalysts for the first time in a...

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]

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]

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]

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]

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

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...
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