The GeoWire

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

ByGeoTeam March 8, 2026

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]

ByGeoTeam March 1, 2026

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

ByGeoTeam February 22, 2026

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...

SIF Blowout Quarter, AUUAF Turns Profitable, CNVS Makes Strategic Acquisition, AND a New Defense Screen Addition [GeoWire Weekly No. 226] | 🇺🇸 CNVS VELO QBAK IVRO SIF 🇨🇦 AUUA.V CGY.TO

ByGeoTeam February 15, 2026

We have earnings coverage updates from Aluula Composites Inc. (OTCQB:AUUAF) (TSXV:AUUA), Qualstar Corp. (OOTC:QBAK), Invitro International (OTCQB:IVRO), Sifco Industries, Inc. (NYSE:SIF), Calian Group...

Two Stocks To Consider Amid The Software Carnage, Reinforced By Our Conversations With Ben Brostoff And Special Situation Investor, John Cormier [GeoWire Weekly No. 225] | 🇺🇸 FRTN ATGN KINS CAWW LFVN ASYS 🇨🇦 NURS.V CZZL.NE

ByGeoTeam February 8, 2026

This week, we held our monthly Open Forum, where we delved into the hot topic of the last two weeks: what to make of software stocks getting pummeled because of advancements in AI. We took a quick...

Making Fresh Profitable: BUDA’s Ultra-Fresh Strategy & IPO and Weekly Coverage Highlights [GeoWire Weekly No. 224] | 🇺🇸 BUDA USAQ TXRP BOF CODA RWWI FSI CXDO ATGN ZDPY 🇨🇦 DRX.TO CNO.V

ByGeoTeam February 1, 2026

This week’s coverage focused on our Skull Session with Buda Juice, Inc. (NYSE:BUDA) following its recent IPO. The CEO/co-founder shared insights on scaling fresh juice brands nationally, expanding...

Cyclop SpaceTech & Aurelion Research Share Their Playbooks For Spotting Alpha Early [GeoWire Weekly No. 223] | 🇺🇸 ZDPY LRGR FSI

ByGeoTeam January 25, 2026

This week’s coverage primarily included earnings highlights from $LRGR & $FSI, $ZDPY going private news, and a new addition to our Run To $1.00 Model Portfolio that has also quietly signaled, but it...

“You Make the Call”: Kidoz Repositions It’s Adtech Business; Three Expensive Stocks That Are Actually Cheap, Defense Screen Creating Alpha; [GeoWire Weekly No. 222] | 🇺🇸 US KRMD FEIM CITR KLNG VELO AMMX GLUC RFIL IIIN GLGI 🇨🇦 KDOZ.V HAI.TO

ByGeoTeam January 18, 2026

This week’s coverage was anchored by a live “You Make the Call” session with Kidoz Inc. (OTCQB:KDOZF) (TSXV:KDOZ), where management walked through the company’s mobile advertising platform funded with...

TGEN Take On NVDA Controversial Comments, Our January Open Forum With USAQ And ACFN CEO Briefings Plus A Cannabis Stock Roundtable [GeoWire Weekly No. 221] | 🇺🇸 MOJO ACFN TXRP KLNG FEIM TGEN GLUC RCHN USAQ 🇨🇦 CWL.TO ROMJ.V

ByGeoTeam January 11, 2026

This year, we want to step up our goal of hosting timely live Skull Sessions with management teams of companies from our coverage universe that just had significant news, so we can gain more color...

How GeoInvesting is Evolving and Why It Matters [GeoWire Weekly No. 220] | 🇺🇸 MRCR USAQ TXRP

ByGeoTeam January 4, 2026

With it being a slow week in the market last week, I had a chance to reflect on how GeoInvesting has evolved over the past 16 years. Furthermore, being laid up in bed after throwing my back out by...

Plant the Seeds, Grow Conviction, Then Commit [GeoWire Weekly No. 219] | 🇺🇸 VELO OPXS

ByGeoTeam December 28, 2025

This week included two research-driven updates tied to defense exposure and emerging industry trends we’re watching in the drone space. Velo3d, Inc. (NASDAQ:VELO) announced a sizable government...

Skull Session with a Revenue-Based Financing Company; Run to $1.00 Model Portfolio Heating Up [GeoWire Weekly No. 218] | 🇺🇸 PXHI LRGR CITR ATGN 🇨🇦 BDT.TO

ByGeoTeam December 21, 2025

If you’re a microcap investor, you understand the edge and first-mover advantage you can get from exploiting negative stereotypes. One of my favorite Geoinvesting model portfolios is the Run to One...