Meet The GeoInvesting Team

The GeoInvesting Team (GeoTeam) is comprised of highly educated investment professionals, researchers, writers and traders spanning diverse professional backgrounds.  Led by Maj Soueidan, the GeoTeam is charged with finding under-followed and undervalued stocks that are on the cusp of growth.  GeoInvesting is a great example of how a group of individuals can come together to cultivate a community in which investors of any creed can take advantage of a unique approach to investing.

GeoInvesting Team

Maj Soueidan, President & Co-founder (Visit Maj’s Blog)

Maj Soueidan is a full-time investor of 30 years.  He co-founded GeoInvesting to bring institutional quality investment research to the individual investor and help broaden the awareness of the opportunities that exist in the inefficient micro-cap universe.  In addition to educating investors on winning equity strategies, Mr. Soueidan has been on a mission to protect investors from fraud and pump and dump schemes. He introduced the “China fraud” to Geoinvesting and through his research process, identified dozens of U.S. listed China stocks he concluded were frauds, so that the Geoinvesting team could perform exhaustive on-the-ground due diligence research on them, including Puda Coal and Yuhe Intl.

Maj works with and manages the GeoInvesting Team on a daily basis to increase its investment opportunity pipeline and heighten GeoInvesting’s awareness in the financial markets to intensify its market influence. He stresses the concept of “information arbitrage” in an era where information overload has actually made it more difficult for investors to locate profitable information.  An information arbitrage exists when a disconnect between stock prices and available public information on a company is noticeable, and monetarily worth pursuing. More on Maj


Dan David, VP & Co-founder (Visit Dan’s Blog), CIO FG Alpha, LP

Dan David runs the GeoInvesting Team, which employs equity analysts, CFAs, PRC attorneys, investigators and accomplished authors and editors. During his tenure, thirteen China-based companies have been halted or delisted. GeoInvesting has been the main contributor of on-the-ground due diligence for several mainstream short seller campaigns extensively covered by the media. Dan has been quoted as a China stock expert in various publications over 100 times and lobbied congress for change in how the U.S. works with Chinese equities.  More on Dan…


Chris Irons GeoInvestingChris Irons, Critical Stock Analysis (Visit Chris’ Blog)

Chris Irons joined GeoInvesting in 2014 as the firm’s Senior Business Writer and Equity Analyst. At Geo, his focus is on generating ideas and creating actionable content. Prior to GeoInvesting, Mr. Irons had authored nearly 1,000 independent analyst reports, scholarly documents, articles, and critical commentaries on businesses and publicly traded companies. His analysis has been featured in the Financial Times, Yahoo Finance, Motley Fool, Seeking Alpha, USA Today, and the NY Post. Previously, Mr. Irons worked as the sole investor relations contact for a public company, and assisted in the closing of over $20 million in financing. He has a B.A. in English & Technical Writing from West Chester University, M.S. in Organizational Leadership from Neumann University, and a Master Certification in Hospitality Management from Cornell University.

 


manny stoupakisManny Stoupakis, Trader/Research Analyst

Manny Stoupakis joined GeoInvesting in 2012 as a full time investor after working as a trader and equity analyst apprentice studying under GeoInvesting Co-founder Maj Soueidan since 2010.  Before Manny joined GeoInvesting he worked in the sports athletic training field and had little to no finance background.  Manny is a great example of the unique blend of people that make up our team, combining the everyday investor with Wall Street.

His responsibilities at GeoInvesting include using financial platforms to research and build valuation models, interacting with management and investment professionals, and assisting in article generation for both bullish and bearish research reports. He is proficient in numerous trading platforms including Interactive Brokers, Redi, Convergex, Knight Direct, TD Ameritrade, and e-Trade. He has a comprehensive understanding of all SEC filings and also has experience in hedge fund investor relations. Manny holds a Bachelor’s Degree from Temple University and is fluent in both English and Greek.


blank-avatarBob Chen, Head of China Research/In-house Counsel

Bob Chen has been the General Counsel for GeoInvesting for over 5 years. During this time, he presented evidence and research results to numerous regulatory bodies, including the SEC, NYSE and NASDAQ. He assisted the SEC and Department of Justice (“DOJ”) in filing securities fraud cases against numerous public companies.  Because of the investigations, various financial media publications reported these actions. They included ABC, CCTV, Bloomberg, Business Week, Barron’s, The New York Times, and The Washington Post. Mr. Chen has 15 years of professional legal experience and is a member of the N.Y. State Bar and the National Bar of the People’s Republic of China. He has an undergraduate degree in law from Hainan University and a Masters in Law & MBA from Temple University.

 


blank-avatarChris Jacobs, Equity Analyst

Chris Jacobs joined GeoInvesting in January 2014 as an equity analyst. His responsibilities include fundamental equity research and generating long/short investment ideas. Mr. Jacobs led the research efforts into Tech Pro Technology (3823.HK), a $2B market cap company which dropped ~95% in the months following release of the research report. Prior to GeoInvesting, Mr. Jacobs held internships at investment banking and equity research firms. Mr. Jacobs is currently a CFA Level III candidate and is fluent in both English and Mandarin.  We have omitted Mr. Jacobs’ background and the universities he attended for safety reasons, and because he is one of our leading due diligence analysts for our China research.


Michael Liu joined GeoInvesting in the spring of 2018 as a part-time Equity Analyst. His responsibilities at Geo include conducting in-depth research into both microcap stocks and large cap activist short ideas. Michael has over four year’s experience investing in microcaps, and has published numerous articles covering microcaps on Seeking Alpha.

Prior to joining GeoInvesting, Michael interned on the finance team for a small public company, which gave him significant insights into better understanding the construction of financial statements. Michael is currently pursuing his bachelor’s degree at Rutgers University – New Brunswick, in New Jersey. He expects to graduate in 2021 with a dual major in Accounting and Finance.


Zou Soueidan, Content Management/Equity Research

Zou Soueidan joined the GeoInvesting Team in 2008. He holds a degree in Engineering from The Pennsylvania State University.  In addition to performing public company due diligence, his primary contributions to the company include ensuring the integrity of GeoInvesting’s website infrastructure and security, and the daily management of website and investment product development.  Mr. Soueidan’s career in Engineering spanned 1996 to 2007. He served as lead task manager for several multi-million dollar, federally funded projects.  Requirements for this role included mastering software programs that facilitated the various aspects of engineering design.  At GeoInvesting, Mr. Soueidan also uses his technical background for downstream report editing prior to publications.


 

Testimonials

Case Study: NV5 Global Inc – Finding a growing profitable company led by great management early

We are always on the lookout, not only for good businesses to invest in but perhaps more importantly, businesses with proven management teams. In NV5 Holdings, we have found a management team that has rapidly built the company from a start-up in 2009 to a growing, highly profitable, and formidable firm that provides professional and technical engineering, as well as consulting solutions

nvee-case-study

Case Study: GTT Communications – Information Arbitrage around management changes and an operational inflection point

Based on the success we have had investing in the software as a service (SaaS) space, we have set out to identify companies with similar traits as SaaS firms. One of the aspects that attract investors to SaaS companies is a business model that lends itself to a recurring revenue stream and a sticky customer base.

gtt chart

Case Study: Evans & Sutherland – A Special Situation Billionaire Peter Kellogg Saw Potential In As Company Liability Issues Dissolved

Our ongoing coverage of Evans Sutherland (OOTC:ESCC) is a great example of the kind of hidden opportunities that many investors overlook. ESCC is an idea we brought to our premium members and has persistently paid off for us. The common strategy we used?

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