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Is Smaller Better? The Pros and Cons of Micro-Cap Investing

Big returns can come in small packages. That’s certainly the case with investing in a micro-cap, the term used to refer to a publicly-traded company with a market capitalization between $50 million...

BIRDF Compounder datacenter energy defense

[Research Update] Data Center / Nuclear / Defense Wrapped Up Into One

We just published a bullish article our analyst wrote on a high conviction idea that's in one of our model portfolios. The stock is also in our high performing infrastructure and data center screens...

TGEN Delays Persist, But The Data Center Breakout Thesis Remains Intact [GeoWire Weekly No. 231] | TGEN Financial Model

This week’s main focus was on Tecogen Inc. (NYSE:TGEN) following its Q4 and full-year 2025 results. We provided an extended take after reviewing the earnings call, where the key points relate to the...

New Research: Medical Device Company with 200%+ Upside; Information Arbitrage On OCC TSSI BIRDF [GeoWire Weekly No. 230]

Well, last week, we added our 5th new stock to our coverage universe in 2026 by publishing research on this company and adding it to our model portfolio platform. More on this later in this post, but...

High Conviction Begins With High-Impact Earnings [GeoWire Weekly No. 229] | The Evolution of GeoInvesting Enters a New Chapter

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...

DCBO (AI vs. software) Makes Our Watchlist + Andrew Pogue – Value Hunting Off The Beaten Path Skull Session [GeoWire Weekly No. 228]

This week, we continued sharing key earnings reports across the microcap universe through GeoInvesting’s Premium X (Twitter) account. Keeping the Investor Skull Session momentum going, the week, we...