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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...
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...
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...
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...
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...
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...
A lot went down this week, mostly good stuff, but of course we had that unexpected disappointment that sneaks up on you, an unavoidable part of being a microcap investor. My personal highlight of the...
This week’s activity reinforced where conviction is building across the microcap landscape. Live forum discussions centered on upcoming management conversations, follow-up diligence, and early-stage...
This week, Sebastian Krog (@SebKrog) and I dug into the Q3 2025 earnings season, covering a wide range of microcap ideas in Canada and the United States microcap names. Personally, I stepped away from...
The big news this week was Friday’s morning email, where we reported on a very positive NEW InfoArb development regarding the Tecogen Inc. (NYSE:TGEN) partnership with Vertiv Holdings, Llc (NYSE:VRT)...
Well, we did it. We launched Buy on Pullback Portfolio #14 (BOP) with two names on Monday, November 10: Acorn Energy, Inc. (NASDAQ:ACFN) and Leatt Corp. (OTCQB:LEAT). Two more names, Burnham Holdings...
Last week, the microcap earnings season officially began, with most companies we follow posting impressive results. However, many of these reports got “lost” in a week where the stock market pulled...
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