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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...

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...

Why “Not Being Wrong” Beats Being Right: A Skull Session with Carlos Morales, Quant Investor [GeoWire Weekly No. 227] | Healthcare Stock with 100%+ Upside

Aside from bringing a medical device stock with 100% upside into our coverage universe, my favorite features this week included earnings updates from Cineverse Corp. (NASDAQ:CNVS), Firan Technology...

An Unnoticed 25% Grower in Cancer Diagnostics Trading at 1.4x Forward Sales

The stock is trading well below its larger peers, and we think that as the company continues to grow revenues and turns profitable, the valuation multiples will expand. In fact, we are projecting that...