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Special Situation Setup: CVV Sum Of The Parts Mispricing + Biorem Q4 Management Briefing [Geowire Weekly No. 237]

I’ll start out this week with a clip from our live management briefing Skull Session with the CEO of BIOREMcovering Q4 2025 results, a record backlog, and the company’s view on the geopolitical...

A New Short-Term Fave Stock and Hunting Inflection Points with Lukas Milosic of Pixel Research [GeoWire Weekly No. 236]

Before we get started, I’m excited to share that we’ve published our recap of my Skull Session with Lukas Milosic of Pixel Research (@Pixelresearch_ on X), where he breaks down his process for...

We Can’t Escape the Data Center Theme, But For Good Reason + One Stock I Have Hated May Be At An Inflection Point [GeoWire Weekly No. 235]

Friday’s near intraday multibagger move in Energy Focus, Inc. (NASDAQ:EFOI) (lighting solutions), from its open price, continues to convince me that the data center trend is the new industrial...

April 2026 Open Forum Highlights on an Inflecting Turnaround, TSSI, and TGEN [GeoWire Weekly No. 234] + New Data Center Stock

We had a research screen update with the addition of a new stock to our Data Center and Infrastructure screen following its first data center contract win. The company provides infrastructure services...

Lee Roach Investor Roundtable on a Special Situation and Q4 Earnings Highlights [GeoWire Weekly No. 233]

We have a special feature this week: an impromptu Investor Roundtable Skull Session with three investors to discuss what’s been going on with an incredibly interesting special situation stock actually...

A Pullback Opportunity and Strong Q4 Results for MOJO LEAT and MPTI [GeoWire Weekly No. 232]

This week’s special highlight includes a new contributor pitch on a digital health technology company, submitted by a GeoInvesting contributor, highlighting the opportunity following a recent pullback...

The SEC Wants to Let Companies Report Twice a Year

Here's Why Microcap Investors Should Care. The SEC is moving forward with a proposal to let public companies opt into semi-annual reporting instead of the current quarterly requirement. The target...

TGEN Delays Persist, But The Data Center Breakout Thesis Remains Intact [GeoWire Weekly No. 231] | TGEN Financial Model

This week’s main focus was on Tecogen Inc. (NYSE:TGEN) following its Q4 and full-year 2025 results. We provided an extended take after reviewing the earnings call, where the key points relate to the...

New Research: Medical Device Company with 200%+ Upside; Information Arbitrage On OCC TSSI BIRDF [GeoWire Weekly No. 230]

Well, last week, we added our 5th new stock to our coverage universe in 2026 by publishing research on this company and adding it to our model portfolio platform. More on this later in this post, but...

High Conviction Begins With High-Impact Earnings [GeoWire Weekly No. 229] | The Evolution of GeoInvesting Enters a New Chapter

We had some meaningful information arbitrage (InfoArb) developments this week. Ligerclub (@realLigerCub) of Byron Street Research Substack did some excellent sleuthing that helped confirm that Rouchon...

DCBO (AI vs. software) Makes Our Watchlist + Andrew Pogue – Value Hunting Off The Beaten Path Skull Session [GeoWire Weekly No. 228]

This week, we continued sharing key earnings reports across the microcap universe through GeoInvesting’s Premium X (Twitter) account. Keeping the Investor Skull Session momentum going, the week, we...

Why “Not Being Wrong” Beats Being Right: A Skull Session with Carlos Morales, Quant Investor [GeoWire Weekly No. 227] | Healthcare Stock with 100%+ Upside

Aside from bringing a medical device stock with 100% upside into our coverage universe, my favorite features this week included earnings updates from Cineverse Corp. (NASDAQ:CNVS), Firan Technology...
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