January 10th-14th As earnings season kicked off last week, it was a busy time for the GeoTeam. The market was spurred by encouraging news from the first batch of companies to release last quarter’s earnings and some with year-end results. […]
By Dune Lawrence Jan. 14 (Bloomberg) — On an April afternoon in 2009, in his home office near Austin, Texas, John Bird was hunched over his computer trying to figure out if a Chinese company some 6,500 miles away was […]
By Zack Buckley “To his credit, out of all the major figures [Alan Greenspan] was the only one who promptly said ‘I was a horse’s ass’ […] I think we need more of that sort of thing” ~Charlie Munger To […]
Here are some U.S.companies we are actively tracking ahead of 2010 fourth quarter press releases. We believe they may have a good chance to eclipse analyst estimates or are about to experience an acceleration in EPS growth. Our previous mock […]
China’s Challenges Providing Usable Water for Its Population China faces massive challenges providing its population with usable water supplies. China’s water supply is smaller than that of the U.S. but it serves five times as many people. There are an […]
If you are losing faith in Chinese companies, you can still benefit from the realization that investing in U.S. should not be overlooked. On October 22, 2010 we published an article highlighting companies we believed were worth tracking at the […]
Market timing is not a core strategy of the GeoInvesting philosophy. However, attempting to identify individual stocks in the prime of their financial performance period is central to our investing approach. When is the right time to own a particular […]
Here is an expanded list of red flags that are commonly used to identify potential fraud, or at least begin the process of vetting the legitimacy of a company’s operations and reporting. A. Financial SAIC documents do not match SEC. […]