🔍
Peter Lynch was a huge advocate of Cliff Notes, so it’s fitting that one of my favorite video clips of 2023 was when Tim Heitman discussed his time working at Fidelity while Peter Lynch was managing...
I hope all of you enjoyed your transition into the New Year. Like I do every year, I’ll be pondering a few investing resolutions. The 2022 reset probably forced many of you to ask yourselves...
Some people have this idea that microcaps are all tiny development stage companies with little revenues. However, that is not the case. SMID generates annual revenue of about $50 million, employs a...
Before I get into a reflection on the book Damsel In Distressed: My Life In the Golden Age of Hedge Funds, by Dominique Mielle, I’d like to point you to a few tweets I recently posted that I’ll parlay...
Every year, on some level in our research or education, we remind you that companies have a somewhat wide latitude on how they are permitted to make adjustments to generally accepted accounting...
On Tuesday, BLBD, the largest American manufacturer of school buses, reported that its fourth quarter earnings per share (EPS) rose to $0.66, reversing a prior year loss, on a 17% increase in revenue...
We were lucky to catch $LAKE’s CFO, Roger Shannon, on extremely short notice for a very early morning Management Briefing Skull Session on Thursday, December 7. We threw the invite out to Shannon...
The first phase of our Video Shelf upgrade has been launched, with an improved look and feel, as well as navigation.
Phase 1 of this launch will make it easier for you to find and watch videos from...
In the September 24, 2023 edition of the Geowire Weekly, we provided insights into Buy On Pullback (BOP) Portfolio 11, which was launched the next day, September 25.
So far, we are pleased with...
October was a busy month for us. A big highlight was my trip to Vancouver, Canada to attend the Small Cap Discovery conference. This is something I have wanted to do, but COVID put a pause on the...
This week, we’re highlighting clips from the Skull Session Interviews we just had with the management of two companies whose stocks just got more timely. The first is a stock in our pipeline that we...
Last Wednesday, Bryan McLaren, the CEO of $ZDPY, joined us for a Skull Session Management Interview. For those of you who haven’t been following this stock, ZDPY is a strategic real estate development...
🔍
No posts found.
Load More
—
