🔍
![Inside “Motor Investing” with Dean Pernas of Pernas Research Plus Why RELL Is Back on Our Radar [GeoWire Weekly No. 240]](https://geoinvesting.com/wp-content/uploads/2026/05/0524_thumbnail-768x512.png)
Well, I didn’t think I would be doing this anytime soon, but Richardson Electronics, Ltd. (NASDAQ:RELL) is back on our radar due to recent news about its expanding role in the power solutions...
This week's Skull Session was a real special one for us. We brought in Dean Pernas, co-founder of Pernas Research, alongside analyst Lukas Milosic (@Pixelresearch_ on X) for what turned into another...
Well, we added another stock to our Open Forum Focus Model Portfolio during the live Open Forum that took place on Thursday at 11 AM EST. It fits right into our aerospace and defense themes, which...
![NEW Model Portfolio Addition: A Stock Selling At A P/E Of Less Than 10x That Meets All Ten Of Our Quality Factors [GeoWire Weekly No. 238] | + Long-Term vs. Short-Term Debate](https://geoinvesting.com/wp-content/uploads/2026/05/0510_thumbnail-768x516.png)
It’s not often that we come across a stock trading at a P/E of less than 10x that meets all ten of the quality factors we use to qualify a stock for inclusion in our Model Portfolios But it just...
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...
🔍
No posts found.
Load More
—
