GeoWire Monthly, Vol. 3, Issue No. 8, September 2023 – Our Mission To Learn From The Best Microcap Investors Is Just Getting Started

Profiles/Bios from Recent Investor Interviews

We are excited to share that we’ll be enhancing our Video Shelf to more comprehensively display our wide array of videos and clips that fall within the realm of what we’ve been striving to achieve over the last few years – meeting and speaking with peers to compare notes on investing strategies, pitches and stories; screening the web for learning material from some of the most widely acclaimed investing legends like Peter Lynch and Warren Buffett; interviewing experienced management via invite-only events hosted live for our Membership base,

We are well on our way to establishing a great library of video content to draw upon a full spectrum of valuable insights with over 300 management and investor interviews and clips.

You’ll probably hear the moniker ‘Skull Sessions’ a bit more in the coming months, since that is how we’d really like to be known – as a team of investors who, as Miriam Webster defines it, communicate through:

“…meetings for consultation, discussion, or the interchange of ideas or information. called also skull practice.”

Ironically enough, football teams use the term for pre-game strategic huddles to draw out their game plans for an upcoming match. Theirs ends in a physical bout, while in contrast, our wits are put to the test to bring you insights from the best investors, industry experts, and management teams.

We thank you for your support as we aim to make our Video Shelf the most valuable resource of investor insight videos.  One thing you’ll notice right off the bat is the amount of manual effort and preparation we put into our Skull Session Investor Insight Interviews.

With respect to our investor chats, we’ve published  our video conversations with some great investors and microcap experts like:

• Paul Andreola of Small Cap Discoveries
• Dan Schum, Nanocap Specialist
• Tobias Carlisle, Founder of the Acquirer’s Multiple
• Noah Goldberg, Quant Investor and Blockchain Expert
• Quim Abril, CEO of Draco Global and Highly Ranked Hedge Fund Manager
• Sam Namiri, Ridgewood Investments Portfolio Manager
• Scott Weis, CEO of Semco Capital
• Ryan Telford, Quant Investor
• Sean Westropp, CEO of Deep Sail Capital
• Tim Heitman, Private Investor
• Mak Gomes, CEO Pipeline Data, LLC
• Vittorio Bertolini,co-founder of Coinfolio Capital
• Tyler Dupont, founder of Augury Research
• Bryan McCann, Private Investor
• Paul Tschichik, Special Situation Investor and Financial Analyst
• Brandon Beylo, Investor / Founder of Macro Ops
• Egor Romanyuk, Private Investor & Transportation Industry Expert
• Rich Howe, Founder of Stock Spinoff Investing
• Arham Khan, Mecca Partners Hedge Fund 
• Peter Halesworth of Heng Ren Investments and Author of Conquering COVID: Sinovac, An Unlikely Hero
• Scott Shuda, Founder and Managing Director at Breakout Investors

I love talking about stocks and learning about the investment process of different investors, especially those in the microcap world that I haven’t interacted with yet.

I feel like I am actually lucky that GeoInvesting (‘GEO’) has built a reputation that allows me to reach out to investors to speak with them about their investing processes and favorite stocks so I can share them with other investors through archived replays of the talk and related clips at GEO..

Along with continuing to provide/deliver first class research from the GeoTeam, GEO is ramping up its mission to identify and collaborate with the most exceptional microcap investors. Our goals pertaining to our investor network include:

1. Providing our audience with unparalleled microcap research.
2. Sharing more insights and stock picks from our investor network.
3. Learning about investment processes from successful investors.

Our efforts to expand and enhance our investor network are ongoing, and you can expect much more exciting related content in the near future.

With all this in mind, today I am sharing the bios of 7 investors whose insights and pitches were gleaned through Skull Sessions I hosted on Geoinvesting in 2023.

Each of these investors brings a distinctive investing specialization or focus to the table, making their contributions even more valuable. Along with the bios, I am including links to the full sessions, some of which include favorite pitches, as well as a bonus clip.

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Scott Weis, CEO of Semco Capital

Scott Weis is the CEO of Semco Capital, an RIA focused on public companies undergoing significant business transformation either through restructuring, selling under-performing divisions, or acquisition.  Scott is a full time investor with a particular expertise in turnarounds.

Bonus Clip – How Scott Weis Picks His Stock Investments

Full Video

• 7/25/2023 Investor Insights Skull Session with Scott Weis, CEO of Semco Capital

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Sean Westropp, CEO of Deep Sail Capital

Sean Westropp is the CEO of Deep Sail Capital, a long/short hedge fund with a focus on microcap stocks based in Chicago.  Sean employs a framework he calls the four pillars of an exceptional investment.  These are, (1) having a good business model, (2) having outstanding management, (3) substantial long term growth prospects, (4) having reasonable valuation.  

Bonus Clip – Sean Westropp Explains His Investment Process

Full Video

• 8/1/2023 Investor Insights Skull Session with Investor Sean Westropp, Founder of Deep Sail Capital Partners

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Ryan Telford, Quant Investor

Ryan Telford is a mechanical engineer with a decade of experience in investing, primarily in the mining industry where he works as a consultant. Initially drawn to quantitative investing and following strict rules, he later realized that investing is more nuanced, influenced by his readings of Warren Buffett, Joel Greenblatt, and Jim O’Shaughnessy.

Bonus Clip: Ryan Telford’s Book Recommendations

Full Video

• 7/14/2023 Investor Insights: Ryan Telford Shares His Investing Journey, Favorite Reads, and Quantitative Approach to Investing

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Tim Heitman, Full Time Investor

Tim Heitman is a full time investor with a focus on special situations.  He has been a full time investor for 4 years and is a contributor on various digital platforms including Seeking Alpha.  He values equal weighting of one’s portfolio.

Bonus Clip:  Tim Heitman Talks About His Experience With Turnaround Stocks (Vimeo Link)

Full Video

• 8/17/23 Investor Insights Skull Session With Tim Heitman, Private/Full Time Investor

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Paul Tschischik, Special Situations Investor

Paul Tschischik is a part-time investor with a focus on special situations, known by his Twitter handle “investmentideen”. He typically works with software company owners seeking investment for growth and primarily focuses on small and microcap stocks. His investment philosophy revolves around identifying undiscovered smaller companies with changes in capital allocation, often trading at high free cash flow yields. Paul is opportunistic in his approach, with varying investment timelines, ranging from quick flips to longer-term holdings, depending on expected returns and growth opportunities. In essence, his common criteria for investments include low multiples, shifts in capital allocation, and relatively low market visibility.

Bonus Clip:  Paul Tschischik Talks About His Investing Journey

Full Video

• 8/23/2023 Investor Insights Skull Session with Paul Tschichik, Part Time Special Situations Investor

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Sam Namiri, Ridgewood Investments Portfolio Manager

Sam Namiri is an investment adviser and portfolio manager at Ridgewood Investments, focusing on small and microcap stocks.  

Sam’s investing strategy involves thoroughly analyzing the quality of the business, factoring things like earnings, recurring revenue, customer retention, and growth runway.

Bonus Clip:  Sam Namiri Discusses “War Stories” and the Insurance Market (Vimeo Link)

Full Video

• 9/7/2023 Investor Insights with Sam Namiri, Ridgewood Investments Portfolio Manager

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Mark Gomes, Retired Investor

Mark Gomes has a background in the technology research industry, having worked at International Data Corporation and referencing the Gartner Group as a prominent player in the field. 

He emphasizes the importance of understanding industry dynamics, a skill he acquired during his career. Mark later ventured into entrepreneurship with his own business, Pipeline Data, and retired around 2009.

Nowadays, he actively participates in chat groups, offers mentoring, and maintains a blog at Mark Gomes Stocks (markgomesstocks.wordpress.com), where he freely shares his knowledge and insights to assist others in their financial endeavors.

Bonus Clip: Mark Gomes Shares His Investing Beginnings & Pathway to Early Retirement

Full Video

• 7/13/2023 Mark Gomes Stock Pitch on a Software Solutions Company)

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GeoInvesting Progress and Stat Summarizations

Last month we told you that we were expecting the bulk of Q2 earnings in August, and we actually ended up processing 9 quarterly earnings reports in September! By comparison, a healthy 38 of our covered companies published earnings in the prior month of August, as expected.

As each quarter passes by, we get to see which companies are adapting to the new market environment. We are excited to start processing Q2 2023 earnings reports, using a new smart press release product I created. Stay tuned for more details on this here.

2023 Quarterly Earnings Reports Processed, YTD

8 companies from GeoInvesting’s Model Portfolios reached new 52-week highs in September 2023

10 top performers across the microcap Stock universe, September 2023

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* Chart does not include notable clips parsed from all live events (See below for number)

So far in 2023, apart from daily emails and weekly GeoWire Content, we have published a combined 209 pieces of Premium content (including video clips) across the following segments:

6 Research Reports & “Reasons For Tracking” (RFT) pieces:  Articles are in-depth stock analysis columns focusing on qualitative and quantitative aspects of stocks, while RFTs are shorter, concise research on stock ideas.  Learn more about our services.

17 PodClips – Audio clips consisting of quick “hot take” follow-ups to management interviews, brainstorms on a new stock idea and updates on current ideas. 

6 Skull Session Fireside Chats – Live/archived video events with management to discuss a company’s entire business plan, growth initiatives and risk factors.

7 Skull Session Management Morning Briefings (MMBs) – Live/archived update video events with management to discuss key developments.

11 Skull Session Investor Insights (picking up the pace here) – Recorded and live podcasts that feature conversations with Investors we invite to provide a look at their stock picking research process, market commentary and their favorite stock pitches.

1 Skull Session Expert Insights (NEW) – Recorded and live podcasts that feature conversations with industry experts.

4 Contributor Articles – Investors we invite to publish their analyses on microcap stocks as well as market forces and industry trends that impact the world of microcap investing.

157 Clips across all Live Events (Not represented in Chart) – Some of the more notable clips are extracted from our Skull Sessions (Fireside Chats, Management Briefings, Twitter Spaces, Expert & Investor Insights, Forums), then highlighted on our Weekly/Monthly GeoWire Newsletters. We archive all of this material on the video menu section of our Pro Portal. 

In doing so, you can catch a quick glimpse of what we thought were key takeaways from the conversations.

Here’s what you may have missed this month

Morning Emails in September 2023

• A 1,000% Reason To Be Curious If Activist Does For LFVN What He Helped Do For FTLF; TRT Hopes To Benefit From New EV Contract (9/26/2023)
• KonaTel, Inc. – New In-depth Special Report Detailing Catalysts Required For Growth (9/20/2023)
• Call To Action Updates For SGRP, AMMX, and MAMA; MITK Continues To Get Current With Filings (9/15/2023)
• MAMA and CODA Earnings Coverage (9/13/2023)
• VIRC and ADFJF (DRX.TO) Earnings Summaries (9/11/2023)
• MOJO Announces First 2 Months’ Results of Q3 2023 (9/8/2023)
• It Seems ACFN Is Telegraphing Good News (9/7/2023)
• Final Notice of Sept. 2023 Forum Invite; MITK, DAKT Strong Fiscal 2023 Q1; SEED Finally Issues Release on Debt to Equity Conversion  (9/6/2023)
• CPHRF to Cancel Shares; TTLTF Order From US Armed Forces Agency (9/5/2023)
• Editor’s Choice: Paul Tschischick Pitch on Cinema Advertising Stock; Live September 2023 Open Forum Invite; KEQU Back on Radar (9/1/2023)

Weekly GeoWire Emails in September 2023

• Adding 4 Stocks To Buy On Pullback Model Portfolio #11 [GeoWire Weekly No. 102] (9/24/2023)
• Portfolio Manager Sam Namiri Perspectives On 4 Stocks He Is Following [GeoWire Weekly No. 101] (9/17/2023)
• As We Dial In On A Newer Open Forum Format, Weekly Milestone Reached [GeoWire Weekly No. 100] (9/10/2023)
• Part Time Investor & Writer Paul Tschischik Finds Value In Special Situations [GeoWire No 99] [Video] (9/4/2023)

Stock Pitches in September 2023

• Buy On Pullback Portfolio #11 About To Be Launched With 4 Stocks, 80.58% Return Expected (9/23/2023)
• Shifting Paradigm Bodes Well For These Higher Quality Stocks (9/30/2023)

Case Studies in September 2023

• Iec Electronics Corp. (IEC) Case Study – A CEO’s Simple Formula For Success Produces ‘Nothing But Net’ (9/16/2023)

Skull Sessions in September 2023 (Firesides, MMBs, Investor Interviews)

• 9/7/2023 Investor Insights with Sam Namiri, Ridgewood Investments Portfolio Manager  (9/7/2023)

Earnings Reports in September 2023

• VIRC and ADFJF (DRX.TO) Earnings Summaries (9/11/2023)
• MOJO Announces First 2 Months’ Results of Q3 2023 (9/8/2023)

The post GeoWire Monthly, Vol. 3, Issue No. 8, September 2023 – Our Mission To Learn From The Best Microcap Investors Is Just Getting Started appeared first on GeoInvesting.