GEO Investing

Summary REPR’s flagship product has a firm grip on the growing infusion homecare market and REPR’s stock is trading at a significant discount to what it’s worth. The product is held in high regard by those in the industry, who […]

Call(s) to Action: ESYS ($12.11, up > 13% in early trading) handily beats analyst EPS estimates by 62% with EPS of $0.26 vs analyst estimates of $0.16.  However, the company offers limited commentary and can experience EPS volatility quarter to […]

GeoInvesting Presents Additional Evidence to Support Assertions In this report we will present new evidence to support our belief that AFSI’s reported financial statements are unreliable.  AFSI appears to have understated gross adverse development by over $100 million, and therefore […]

After our initial report on AmTrust Capital (AFSI), “Amtrust Financial Servies: A House of Cards?“, Bronte Capital (“Bronte”) criticized the report as a “hit-piece” with “howling error after howling error”. We stand by our report and appreciate the opportunity to […]

We believe short sellers have the winning position in AmTrust Financial Services (AFSI). Owners of AFSI should take careful note of the discussions of consolidation of earnings and valuation of assets that could result in large losses and regulatory scrutiny […]