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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...
![TGEN Delays Persist, But The Data Center Breakout Thesis Remains Intact [GeoWire Weekly No. 231] | TGEN Financial Model](https://geoinvesting.com/wp-content/uploads/2026/03/0322_thumbnail-768x512.png)
This week’s main focus was on Tecogen Inc. (NYSE:TGEN) following its Q4 and full-year 2025 results. We provided an extended take after reviewing the earnings call, where the key points relate to the...
Well, last week, we added our 5th new stock to our coverage universe in 2026 by publishing research on this company and adding it to our model portfolio platform. More on this later in this post, but...
![High Conviction Begins With High-Impact Earnings [GeoWire Weekly No. 229] | The Evolution of GeoInvesting Enters a New Chapter](https://geoinvesting.com/wp-content/uploads/2026/03/0308_weekly-768x512.png)
We had some meaningful information arbitrage (InfoArb) developments this week. Ligerclub (@realLigerCub) of Byron Street Research Substack did some excellent sleuthing that helped confirm that Rouchon...
![DCBO (AI vs. software) Makes Our Watchlist + Andrew Pogue – Value Hunting Off The Beaten Path Skull Session [GeoWire Weekly No. 228]](https://geoinvesting.com/wp-content/uploads/2026/03/0301_weekly-768x512.png)
This week, we continued sharing key earnings reports across the microcap universe through GeoInvesting’s Premium X (Twitter) account.
Keeping the Investor Skull Session momentum going, the week, we...
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