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While perusing through Twitter, I came across a tweet that highlighted an investment letter by a long/short hedge fund based in New York, which included their bullish thesis on a company, together...
This January, our first Fireside Chat was with a nearly 100 yr-old company that takes a multi-channeled, technology enabled, approach to customer experience (CX), operating through three segments:...
In light of the riskier market environment we are in, I have been writing to you about our new Recession Proof and Recession Resistant Model Portfolios. A great related next step is to dive deeper...
We’ll be getting back to the normal Monthly GeoWire format next month, but we wanted to take this first edition of the new year to look back at everything we were up to in 2022. Don’t worry, we will...
In 2016 we addressed the dichotomous approach to understanding the differences between generally accepted accounting principles (GAAP) and non-GAAP earnings. There are ways they should be scrutinized...
The sales, earnings and thus share prices of cyclical stocks (cyclicals) tend to fluctuate with the overall economy and are associated with industries that are heavily affected by the economic cycle...
While it’s certainly been a tough investment environment in 2022, RWWI is now sitting at $20 per share, an all-time high, and 5 times its price at the time of the article. It has basically turned into...
In this stock market environment, think of a dividend as a welcome gift that tempers any pain you might be going through as you wait for things to come back to normal.
Furthermore, we believe the...
This week, the video component of our monthly newsletter series continues with 5 insightful video clips from Jim O'Shaughnessy, parsed from a “Talks At Google” interview moderated by Saurabh...
On December 6 to 8, 2022, Bobby Kraft hosted a Stock Pitch World Cup™ that featured pitches from Team USA and Team Europe. Representing USA was Maj Soueidan, co-founder of GeoInvesting, who brought...
We’re back from our meeting we had with Konatel Inc (OOTC:KTEL) over the weekend, where we were able to introduce a panel 5 of the company’s top decision makers who were able to go into great detail...
There’s going to be certain times when you need to think twice before believing bullish commentary from management teams. You need to understand that that bullish commentary can change on a dime. I...
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