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Turnarounds as a Type of Special Situation Investment [GeoWire Weekly No. 73]

As far back as I can remember, I put an outsized focus on special situation stock investing because I knew that in some instances, the rewards I could reap from certain outlier circumstances would be...

Do Turnaround Specialists Have All The Right Stuff To Achieve Success? [GeoWire Weekly No. 72]

When you think of individuals such Carl Icahn, Ronald O. Perelman and Nelson Peltz, you might think of their knack for business acumen, successful fund management and even philanthropy. However, there...

When Activism Intersects Turnarounds and The Microcap Investing Edge [GeoWire Weekly No. 71]

It’s true. There are a lot of investors and hedge fund managers in the realm of microcap investing that have breathlessly echoed what we have been saying about the advantages of investing in the space...

GeoWire Monthly, Vol. 3, Issue No. 2, February 2023

Having been through 3 bear and 2 bull markets, our history is rich. We’ve accomplished quite a bit on both sides of the equation, recently experiencing the brighter side of things from March 23...

Investor Finds Value in Recreational Powerboats Company [GeoWire Weekly No. 70]

In concert with one of our favorite themes of highlighting compelling content from other investors, this week I have opted to bring you another investment thesis from a peer who also focuses on micro...

Hedge Fund Assigns a 3-year $70 Price Target on $18 Stock in Finance Industry [GeoWire Weekly No. 69]

While perusing through Twitter, I came across a tweet that highlighted an investment letter by a long/short hedge fund based in New York, which included their bullish thesis on a company, together...

We Are Paying Attention To This Nearly 100 Year Old Customer Experience Company [GeoWire Weekly No. 68]

This January, our first Fireside Chat was with a nearly 100 yr-old company that takes a multi-channeled, technology enabled, approach to customer experience (CX), operating through three segments:...

How Investors Can Turn a Profit from Stocks Going Through Bankruptcy [GeoWire Weekly No. 67]

In light of the riskier market environment we are in, I have been writing to you about our new Recession Proof and Recession Resistant Model Portfolios. A great related next step is to dive deeper...

GeoWire Monthly, Vol. 3, Issue No. 1, January 2023

We’ll be getting back to the normal Monthly GeoWire format next month, but we wanted to take this first edition of the new year to look back at everything we were up to in 2022. Don’t worry, we will...

Non-GAAP – The Pragmatic Approach to Earnings Analysis [GeoWire Weekly No. 66]

In 2016 we addressed the dichotomous approach to understanding the differences between generally accepted accounting principles (GAAP) and non-GAAP earnings. There are ways they should be scrutinized...

When Cyclical Stocks Become Relevant, Here’s A Strategy You Can Use [GeoWire Weekly No. 65]

The sales, earnings and thus share prices of cyclical stocks (cyclicals) tend to fluctuate with the overall economy and are associated with industries that are heavily affected by the economic cycle...

When Operating Leverage Is Considered A Multibagger Catalyst (An InfoArb Christmas Present)? [GeoWire Weekly No. 64]

While it’s certainly been a tough investment environment in 2022, RWWI is now sitting at $20 per share, an all-time high, and 5 times its price at the time of the article. It has basically turned into...
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