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Evolus & Urovant: Similar Strategies, Opposite Reactions to Positive Catalysts

One of the strongest performing biopharmaceutical stocks this year is Evolus (EOLS).  When the FDA on February 1 approved the company’s lead product Jeuveau, a potential Botox competitor, the stock...

How to Hunt For Investments: A Bit Of Information For The Gatherers

Hunting vs. Gathering By David Baker, Managing Principle, Mercadyne Funds When considering various individual investments (long or short) for your portfolio, one should go hunting, not gathering. ...

How Form 4 Filings Helped Shape The Way We Viewed Repro Med (REPR) [Case Study]

Director Joseph Manko of Horton Capital Management was an insider that we came to know as a recurring Form 4 filer for Repro-Med. His filings helped shape the way we viewed Repro Med...

Use Hidden Pages of Micro-cap Form 4 Filings to Track Insider Transactions

On October 17, 2018, Form 4 insider transactions by the CEO of Ever-Glory International Group, (NASDAQ:EVK), where he made a direct purchase of 174,800 shares, prompted us to add the stock to our...

Don’t Get Fooled Into Buying A Stock As Soon As Management Paints A Rosy Picture

Reading in between the lines of press releases is a necessary part of the investment research process to avoid getting tricked by management into buying their stocks. One of the worst feelings as an...

Lauren Templeton: “Investing The Templeton Way” [Transcript]

This transcript is referenced from Maj’s piece on emotion and investing, and using Lauren Templeton’s approach she elaborated upon in her Google Talk in March of 2017 on getting to know...

Manage Emotion and Behavior in Investing

Over the last couple of years, I have been making an effort to watch video presentations by educators and investors I respect. Most recently I have been focusing on investing emotion. I then like to...

Remembering Marty Whitman – Deep Value Portfolio Manager

Introduction By Maj Soueidan, Co-Founder GeoInvesting Marty Whitman holds a special place in the hearts of many deep value investors. As you may know, Marty Whitman passed away on April 16, 2018, but...

Behavioral Finance Is Central To Value Investing

Behavioral finance is central to value investing. This is a quote that Jim Kelly, director of the Gabelli Center for Global Security Analysis at Fordham University, stated leading up to a presentation...

BlueLinx Holdings Case Study – How We Nailed Attractive Entry Point In Shares of This Building Supply Company

Bluelinx Holdings Inc. (NYSE:BXC) is a leading distributor of building and industrial products in the US.  We started tracking the company in late 2016 as an asset sale put them ahead of schedule in...

Transcript – Andrew W. Lo on “Adaptive Markets: Financial Evolution at the Speed of Thought”

By Professor Andrew Lo Introduction (3:32) I want to first start by Thanking the Museum of American Finance for inviting me here today and organizing this event and of course the Gabelli School of...

Five Inspiring Investors And Their Contributions To Value Investing

Investors regularly seek wisdom and inspiration from the all-time greats of the investment world. After all, there is only a select group of investors who have managed to outperform consistently on a...
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