When Activism Intersects Turnarounds and The Microcap Investing Edge [GeoWire Weekly No. 71]
It’s true. There are a lot of investors and hedge fund managers in the realm of microcap investing that have breathlessly echoed what we have been saying about the advantages of investing in the space for some time. We’ve also been saying that the selloff in many microcap stocks is overdone and it’s time to really pay attention to where the growth and value are. Investment ideas don't have to be screaming in your face at close range. Sometimes it is nuanced, which is why we are so keyed in on deeper research, be it by virtue of idea generation or education, and connecting with the content of peer analysis and discoveries outside the walls of GeoInvesting. So, for the third week in a row, and on the heels of last week’s highlight video reel of our conversation with Vittorio Bertolini, we are focusing on another professional who publishes third party content - Seeking Alpha Contributor, The Institute for Innovative Development (IID), who endeavors to be: “...an educational and business development catalyst for growth-oriented financial advisors and progressive financial services executives who are determined to grow their firms in a business environment of accelerating business and cultural change.” As you might expect and as conveyed by its business model, IID’s columns are intended to be learning fodder for professionals interested in the perspectives of those in networking and business activities to find commonalities across a spectrum of next-generation investment instruments.