One of the more interesting stories we're following is a 100-plus-year-old manufacturer of industrial equipment that most investors would probably consider a boring industrial stock. For years, the...

This week, we’re looking at a military semiconductor company returning to profitability with record backlog, alongside a structural-steel fabricator securing new hydroelectric project awards that...

During our October Open Forum, we reviewed September's developments, revisited our model portfolios, and discussed where we're finding information arbitrage opportunities. One of the main themes was...

We’ve been following this company for some time now, and it continues to be one of the stranger little companies in our coverage universe. Investors just don’t seem to care. That has been...

As previously communicated, we’re continuing to share select higher-conviction ideas and research from my Cliff Notes Substack with GeoInvesting subscribers, alongside our regular research updates and...

Last Sunday, we let you know that we were working on an updated write-up on a company to highlight its progress and share our views on the stock since we published our first write up on it in May...

Our feature this week will be a quick look at an insurance company trading at roughly a 60% discount to its peers, even though its growth and risk metrics are equal to or better than those of its...

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...

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...

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...

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...

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...