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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...
The $CRWD disaster had me looking for stocks in Geoinvesting’s microcap coverage universe that might have competitive offerings or offerings that could work with Crowdstrike to prevent future similar...
![While Multibagger Turnaround Candidate CAWW And CANOF Performance In Focus, A New Potential Data Center Play Emerges [GeoWire Weekly No. 145]](https://geoinvesting.com/wp-content/uploads/2024/07/Turnaround2-768x756.png)
Let's start out this week’s stock commentary with CAWW, a “turnaround company” in our Run to $1 Model Portfolio that manufactures and markets health and beauty aids. GeoInvesting’s "Run to $1.00 Model...
It's refreshing to see the microcaps rebound after a somewhat tepid last two months, during which many stocks we track were down significantly from their highs. On this point, in our June 2024 Review...
Earlier this month, I was pleased to see our team worked hard to ensure that our July 2024 Monthly Open Forum kicked off right at the start of July. We’re committed to maintaining this schedule for...
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