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This week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting the most important developments across our 1,500+ microcap coverage universe built since 2009, including high-impact earnings reports, information arbitrage discoveries, contract announcements, and model portfolio updates. We also highlight insights from our investor and CEO interviews (Skull Sessions).
See all emails sent during the week here.
Stocks discussed at GeoInvesting last week:
CGEH, PSIX, FACO, FTEK, CXDO, FALC, MG, CAWW, ACFN, REOP, AEGXF, GLUC, IEHC, RCHN
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Key Developments This Week
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 Industries, Inc. (OOTC:RCHN) has transitioned its chip cooling technology to target the data center market, and that it belongs on our data center screen. The stock is now up 144% since being added to the screen on January 8, 2026. We are now unlocking our premium research on the stock here and here, where we borrowed diligence from Lee Roach (@leevalueroach), Charles Hutchinson (@charlesbhutch) and Ed Gilmore (@elg).
We also identified InfoArb developments surrounding Acorn Energy, Inc. (NASDAQ:ACFN) and discussed Ieh Corp. (OTC:IEHC)’s record backlog announcement.
Meanwhile, last Thursday’s March 2026 Open Forum introduced a new enhancement to our High Conviction Research policy, along with model portfolio updates, screen additions, and a new high conviction Focus Model Portfolio entry.
By the way, this week I will be sharing insights from my guest appearance with Pixel Research the Pixel Research Substack (@Pixelresearch), where I discussed how I hunt for alpha in the microcap jungle.
Inside this Week’s Report:
- Model Portfolio Updates
- Research Screen Updates
- Earnings Reports Worth Monitoring
- InfoArb Alerts
- Business & Operational Developments
- Open Forum Highlights
- Coverage Universe Movers and Losers
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