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The past couple of weeks were active with live Fireside Chat and Management Morning Briefing style interviews with companies that we are watching closely, have written some detailed content on (think...
When a microcap company CEO jokes that he and his executive colleagues, across the course of their careers at various ventures, have collectively sold $1 billion worth of products and services, it’s...
I recently had a conversation with Bobby Kraft from Planet Microcap where we discussed what a Tier One Microcap is and announced the Planet Microcap Showcase in Las Vegas that will be taking place...
In light of the volatile market conditions we are facing, we have been focusing on topics such as:
Recession Resistant Stocks.
Company Turnarounds.
Boring but Slow Growing Companies.
Microcaps...
I was reflecting on a past GeoWire Weekly post from November 2022 where I addressed some factors that made Ufp Technologies, Inc. (NASDAQ:UFPT) a standout case study in what can happen when company...
In this Weekly Wrapup, we’re taking a break from our usual subject matter to bring you some material on the Silicon Valley Bank failure debacle to help you understand some different perspectives...
I no longer avoid investing in Canada based companies. When you screen for stocks to buy, you might have a desired set of criteria on a quantitative, qualitative and geographical basis.
If you...
As far back as I can remember, I put an outsized focus on special situation stock investing because I knew that in some instances, the rewards I could reap from certain outlier circumstances would be...
When you think of individuals such Carl Icahn, Ronald O. Perelman and Nelson Peltz, you might think of their knack for business acumen, successful fund management and even philanthropy. However, there...
It’s true. There are a lot of investors and hedge fund managers in the realm of microcap investing that have breathlessly echoed what we have been saying about the advantages of investing in the space...
Having been through 3 bear and 2 bull markets, our history is rich.
We’ve accomplished quite a bit on both sides of the equation, recently experiencing the brighter side of things from March 23...
In concert with one of our favorite themes of highlighting compelling content from other investors, this week I have opted to bring you another investment thesis from a peer who also focuses on micro...
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