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Over the last six months or so, we have tweaked our Skull Session events with management teams to do our best to choose companies that we think are entering growth inflection points. We won’t get them...
It’s been a shorter span of time than usual between our Monthly Forums, with April’s occurring at the beginning of the month, earlier than we historically held the event. We had a lot to go through...
If you are immediately wondering what baseball has to do with investing, don’t worry, I’ll get to my “growing as an investor" teachable moment in a second. First, let’s talk about sports as an analogy...
Early last week on March 18, 2024, I spoke with Sebastian Krog (@SebKrog), microcap investing-focused Substack author of the column Treasure Hunting. He shared that at 26, he's actually not a...
Well respected financial Substack newsletter writer, Dakota Quint (Left Field Investing) (@LeftField_FHRS), joined me and my analyst, Jan Švenda, to discuss Model Portfolio Holding $CPHRF (CPH.TO), a...
Friday after close $MUEL announced its 2023 financial results, where it reported earnings per share of $4.32 for the fourth quarter and $15.75 per share for the year.
Most importantly, the company...
FTG CEO Brad Bourne's career has been deeply rooted in the aerospace and defense sectors, reflecting a long-standing passion for these industries. He joined FTG when it was a relatively small...
GeoInvesting research contributor Thomas Birnie's perspective on investing is characterized by a transition towards a more consistent, long-term strategy irrespective of market conditions. His...
A few weeks ago, I revisited the infrastructure screen we began to develop back in 2016, a project I hadn't examined closely for quite some time. Upon looking at that update that showed up-to-date...
As a follow-up to last week’s primer on the upcoming Skull Session roundtable that was about to take place on February 21, 2024, this week is the perfect opportunity to review the discussion I had...
Investors have not found one of our Top 5 Fave Model Portfolio holdings that should benefit from the AI “hype” that is not actually hype. We have followed it for 7 years, but today, the company is led...
In light of my upcoming peer discussion I’ve been talking about in the last 2 Monthly Forums, I figured that I would use this week as a primer to convey my excitement surrounding the expansion of...
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