With it being a slow week in the market last week, I had a chance to reflect on how GeoInvesting has evolved over the past 16 years. Furthermore, being laid up in bed after throwing my back out by...

This week included two research-driven updates tied to defense exposure and emerging industry trends we’re watching in the drone space. Velo3d, Inc. (NASDAQ:VELO) announced a sizable government...

If you’re a microcap investor, you understand the edge and first-mover advantage you can get from exploiting negative stereotypes. One of my favorite Geoinvesting model portfolios is the Run to One...

A lot went down this week, mostly good stuff, but of course we had that unexpected disappointment that sneaks up on you, an unavoidable part of being a microcap investor. My personal highlight of the...

This week’s activity reinforced where conviction is building across the microcap landscape. Live forum discussions centered on upcoming management conversations, follow-up diligence, and early-stage...

This week, Sebastian Krog (@SebKrog) and I dug into the Q3 2025 earnings season, covering a wide range of microcap ideas in Canada and the United States microcap names. Personally, I stepped away from...

The big news this week was Friday’s morning email, where we reported on a very positive NEW InfoArb development regarding the Tecogen Inc. (NYSE:TGEN) partnership with Vertiv Holdings, Llc (NYSE:VRT)...

Well, we did it. We launched Buy on Pullback Portfolio #14 (BOP) with two names on Monday, November 10: Acorn Energy, Inc. (NASDAQ:ACFN) and Leatt Corp. (OTCQB:LEAT). Two more names, Burnham Holdings...

Last week, the microcap earnings season officially began, with most companies we follow posting impressive results. However, many of these reports got “lost” in a week where the stock market pulled...

Right off the bat, I want to say thanks for all who attended live. At our peak, we had 76 attendees.  Given that we only “marketed” the event for about a week, I thought this was a great turnout and...

This week’s update centers around the theme of turnarounds, including our refreshed Restructure/Turnaround Screen spotlighting three companies. We also published a Geoinvesting subscriber’s bullish...