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There’s only so much money to go around in the market, and now, some of that money that was finding its way to low-quality companies during the easy money days is going to continue to make its way...
At the end of last week’s trading, on Friday, we decided to close Buy on Pullback (BOP) Portfolio #11 at a final closing return of 45.04% (average peak 67.71%). The portfolio was launched on...
There's a turnaround story unfolding at a power solutions-focused company entering the data center market segment that could help the company reignite growth and reach profitability The company has...
We’ve been on the trail of data center-themed stocks, especially after one of our Top 5 Faves, $TSSI, showboated its way from $0.27 at the beginning of the year to a recent high of $5.67, or over...
Earlier this week on Tuesday, Hindenburg Research, currently the most prominent short-seller, released a scathing report on $SMCI. The report alleged various forms of misconduct, including allegations...
After interviewing the CEO, we learned that the company's data center product is an enclosure designed to protect power systems. This caught our attention because power is one of the biggest growth...
This past week, we were able to pass along replays of the interviews I had with the management teams of three companies - $LAKE (replay), $CREX (replay) and $BKTI (replay) - that I agreed to go on...
Thomas Birnie, a part-time investor and GeoInvesting contributor, presented a case study on $NFLX as a multi-bagger investment opportunity, focusing on the period around 2011-2012. During this time...
A lot happened at GeoInvesting this past week, but arguably the big news of the week was the 55.7% move $TSSI made in reaction to the company's second quarter 2024 results published on August 14. The...
Sam McColgan's investment strategy centers around four key principles: Momentum, Monopoly, Margin of Safety, and Management. He looks for stocks with strong price and fundamental momentum, ensuring...
While small caps experienced a significant rally in July, a good amount of those gains have vanished, with a sharp decline accelerating after July 31. Concurrently, large-cap companies have continued...
During market downturns or panics, our advantage as fundamental investors is magnified. These periods allow us to identify quality companies with great earnings or high-probability turnaround...
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