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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...

Conviction in One of Our Favorite Stocks Through a Deeper Dive Into Its Contracts With the Government; Open Forum Digs Into PPIH, BOF, CNVS [GeoWire Weekly No. 247]

Please note that this week we held our July Open Forum, where we discussed developments across our coverage universe during the month of June. Part of the discussion focused on a new and potentially...

A Playbook For Finding Small Caps Trading Under Five Times Free Cash Flow With Hugo Navarro [Geowire Weekly No. 246]

During the Planet MicroCap Conference in Las Vegas, I pitched $SIF. This is very much a classic “boring but interesting” turnaround idea in the aerospace forging space. SIFCO is a 113-year-old...

Hugo Navarro: From Substack Author to Hedge Fund Advisor

We opened this Skull Session by catching up with Hugo Navarro (@HugoNavarroPer2) after meeting him in person at Planet MicroCap Las Vegas. Hugo discussed his move into advising a fund in Spain while...

$15,000 Microcap Stock Picking Contest 2026 – Submissions Are Now Open [GeoWire Weekly No. 245]

Every year, microcap conferences introduce investors to dozens of promising companies. Yet, once the conference ends, there is rarely a structured way to measure which investment ideas actually...

Building Edge Through Uncertainty and Information Arbitrage with Deiya Pernas of Pernas Research [GeoWire Weekly No. 244]

Lots of people think successful investing is about certainty but this Skull Session with Deiya Pernas of Pernas Research sits in uncertainty where information quality, narrative gaps, market...