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Lukas (@Pixelresearch_ on X) brought up something I’ve been thinking about too: the idea that average holding periods have compressed from roughly six years to six months, and the argument some...
![Special Situation Setup: CVV Sum Of The Parts Mispricing + Biorem Q4 Management Briefing [Geowire Weekly No. 237]](https://geoinvesting.com/wp-content/uploads/2026/05/0503_thumbnail-768x516.png)
I’ll start out this week with a clip from our live management briefing Skull Session with the CEO of BIOREMcovering Q4 2025 results, a record backlog, and the company’s view on the geopolitical...
We opened this week's Skull Session with Derek Webb, President and Chief Executive Officer of $BIRMF (TSXV:BRM), to review Q4 2025 results and discuss how the company is positioned heading into 2026...
![A New Short-Term Fave Stock and Hunting Inflection Points with Lukas Milosic of Pixel Research [GeoWire Weekly No. 236]](https://geoinvesting.com/wp-content/uploads/2026/04/0426_thumbnail_weekly-768x512.png)
Before we get started, I’m excited to share that we’ve published our recap of my Skull Session with Lukas Milosic of Pixel Research (@Pixelresearch_ on X), where he breaks down his process for...
Lukas Milosic (@Pixelresearch_ on X) is young, still in his early twenties and currently studying at Frankfurt School of Finance and Management, but it would be a mistake to lead with that, because it...
Friday’s near intraday multibagger move in Energy Focus, Inc. (NASDAQ:EFOI) (lighting solutions), from its open price, continues to convince me that the data center trend is the new industrial...
![April 2026 Open Forum Highlights on an Inflecting Turnaround, TSSI, and TGEN [GeoWire Weekly No. 234] + New Data Center Stock](https://geoinvesting.com/wp-content/uploads/2026/04/0412_weekly-768x516.png)
We had a research screen update with the addition of a new stock to our Data Center and Infrastructure screen following its first data center contract win. The company provides infrastructure services...
Over the past few weeks, I have been talking to private investor Lee Roach (@thevalueroad on Substack and @leevalueroach on X) about The Stephan Company’s (SPCOQ) November 2025 bankruptcy filing. It’s...
![Lee Roach Investor Roundtable on a Special Situation and Q4 Earnings Highlights [GeoWire Weekly No. 233]](https://geoinvesting.com/wp-content/uploads/2026/04/0405_thumbnail-768x515.png)
We have a special feature this week: an impromptu Investor Roundtable Skull Session with three investors to discuss what’s been going on with an incredibly interesting special situation stock actually...
This Skull Session is a discussion with David Baker, Chief Investment Officer of the Land Value Alpha Fund (@LandValueAlpha on X), focused on land investing, infrastructure development, and water...
![A Pullback Opportunity and Strong Q4 Results for MOJO LEAT and MPTI [GeoWire Weekly No. 232]](https://geoinvesting.com/wp-content/uploads/2026/03/0329_thumbnail-768x516.png)
This week’s special highlight includes a new contributor pitch on a digital health technology company, submitted by a GeoInvesting contributor, highlighting the opportunity following a recent pullback...
Here's Why Microcap Investors Should Care. The SEC is moving forward with a proposal to let public companies opt into semi-annual reporting instead of the current quarterly requirement. The target...
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