By Maj Soueidan, Co-founder GeoInvesting The bullish focus of this brief information arbitrage (“InfoArb”) piece is on Bluelinx Holdings Inc. (NYSE:BXC). Information arbitrage is one of the biggest opportunities in the microcap investing space. It exists when information that is public […]
On September 8, 2016, the Minister of Finance in China issued an announcement regarding an investigation and suggested punishment for five companies that were found to defraud the Chinese government for electric vehicle (“EV”) subsidies. This may Bloomberg reported this […]
The best investment theses are simple: Blue Bird Corporation (NASDAQ:BLBD) already has a committed buyer Note: We first published this article to members on the morning of July 27, 2016. We summarize why we think a takeover bid of around $13.00 […]
By Maj Soueidan, Co-founder of GeoInvesting GeoInvesting first noted bullish commentary in Continental Materials Corp (AMEX:CUO) Q1 2016 10-Q, prompting the team to start tracking the company in July 2016. The stock was trading at $16.97 at the time of the Premium Member Alert and now trades over […]
By Christopher Irons for GeoInvesting Mallinckrodt’s Acthar Gel may turn out to be the most appalling story in all of price gouging and it has gone completely unnoticed by politicians and the main stream media Price of the drug has […]
Defining how to deal with time horizon and when to sell one’s stock is a challenge for every investor. Most practitioners would agree that buying is comparatively easy, but that selling can be more difficult. Selling discipline is a constant […]
On a July 25, 2016 we published a research note titled SkyPeople Fruit Juice — SPU — Lighting Up U.S Listed China Stocks. We summarized a potential transaction between one of SPU’s subsidiaries, Shaanxi Guoweiduomei Beverage Co,. Limited and a State Owned […]
Note: This research was first provided to our Premium Members when BZUN was trading at $9.45 on August 12, 2016. We also have provided an update at the bottom of this post regarding the discovery of certain SEC guidelines that […]