Read the Beforeitsnews.com story here. Advertise at Before It's News here.
Profile image
By white_Tiger (Reporter)
Contributor profile | More stories
Story Views
Now:
Last hour:
Last 24 hours:
Total:

GeoWire Monthly, Vol. 4, Issue No. 2, February 2024

% of readers think this story is Fact. Add your two cents.


Investor Insights Highlight – Thomas Birnie

GeoInvesting research contributor Thomas Birnie’s perspective on investing is characterized by a transition towards a more consistent, long-term strategy irrespective of market conditions. His investment philosophy centers around identifying high-quality businesses trading at what he perceives as good or undervalued prices, with a particular focus on the small and microcap sectors, where he sees significant opportunity.

Birnie’s approach is inspired by principles of quality investing, as advocated by Warren Buffett and Charlie Munger, which emphasize investing in businesses with a track record of growing their earnings.

To quote a few instances in the recent roundtable discussion (referenced below in this Monthly Issue) we had with him and a few other investors:

“I want to invest with companies that kind of bootstrap themselves and they are self-funding, profitable businesses in general.”

“I used to look at valuation first, when I was screening companies. Now I’m first trying to find very high quality businesses with a moat, and trying to find and pick them up at cheap prices and technical levels.

“There’s just been tremendous opportunity in the small cap space to load up on very high quality businesses. And some of them I just have not found yet. I’m just still trying to get my feet wet on how to effectively find these businesses – the right valuations…”

Meet Thomas Birnie

Thomas can be found on Twitter at @Proveninvesting  You can read his 2020 thesis on Smart Employee Benefits here, a stock that ended up getting acquired for a 39.5% premium over Birnie’s  publish price.

200 Multibaggers And Counting

GeoWire Weeklies, Jan. 2024

December 2023 Newsletter, In Case You Missed It

While perusing Twitter, I came across a Twitter post by Clark Square Capital (@ClarkSquareCap) highlighting a list of stocks from the River Oaks Capital H2 2023 Report that included a table of…

GeoInvesting Progress and Stat Summarizations, February 2024

*RFT = Reasons for Tracking, R21 = Run to One Model Portfolio

GeoInvesting Model Portfolio/Screens* New 52 Week Highs

GeoInvesting Model Portfolio/Screens* New 52 Week Highs

GeoInvesting Model Portfolio/Screens* New 52 Week Highs

Stocks Rising >25% Across All GeoInvesting Model Portfolios/Screens

Top 10 Best Performers for the Month of Jan 2024 From GeoInvesting Contributor Picks

New 52-wk Highs From GeoInvesting Contributor Stock Picks

Research Progress, February  2023

*Please also note that year to date, we’ve published 48 video clips parsed from Investor Insights, Fireside Chats, Management Morning Briefings and Expert Insights.

So far in 2024,apart from daily emails and weekly GeoWire Content, we have published a combined 59 pieces of Premium content (including video clips) across the segments detailed in the appendix.

As a reminder, in 2023 we published a combined 329 pieces of Premium content across GeoInvesting’s platform.

Earnings Processed, February  2023

During January 2023, we  processing 22 Quarterly Earnings Reports, bringing our full year total to 22 so far.

Premium Emails You May Have Missed in February 2024

Gain access to all of GeoInvesting’s wide array of services, content and tools that will help you make informed investing decisions.

Basic Pro
PER MONTH $10
  • New stock ideas backed by in-depth research
  • Stock pitches from our Premium subscriber investor network.
  • Market moving information that we find well ahead of other investors, giving you a competitive advantage.
  • Morning “get your day started” emails..
  • 15 Years of archived research on over 1500 companies and counting.
  • Access to our Live and Archived CEO Interviews.
  • Weekly Newsletter and Monthly Live/Archived Forum, just in case you missed our updates and alerts.
  • Education on investment process and case studies.

OR, if you haven’t already…
Receive the investing strategies that we have used for 15 years to generate superior returns, along with documented proof. Opt in for free below.

Complimentary XPEL Case Study on XPEL

Pitches You May Have Missed

Appendix

Content Distribution Key

Written

2 Research Report & “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.

1 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.

Audio

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

0 Skull Session Expert Insights (via Twitter Spaces) (NEW) – Recorded and live podcasts that feature conversations with industry experts.

Video

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

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

1 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.

2 Skull Session Expert Insights (via Video) – Recorded and live podcasts that feature conversations with industry experts.

48 Video Clips across all Live Events (Not represented in Chart) – Catch a quick glimpse of some of the more notable clips/key takeaways that 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.

The post GeoWire Monthly, Vol. 4, Issue No. 2, February 2024 appeared first on GeoInvesting.


Source: https://geoinvesting.com/geowire-monthly-vol-4-issue-no-2-february-2024/


Before It’s News® is a community of individuals who report on what’s going on around them, from all around the world.

Anyone can join.
Anyone can contribute.
Anyone can become informed about their world.

"United We Stand" Click Here To Create Your Personal Citizen Journalist Account Today, Be Sure To Invite Your Friends.

Before It’s News® is a community of individuals who report on what’s going on around them, from all around the world. Anyone can join. Anyone can contribute. Anyone can become informed about their world. "United We Stand" Click Here To Create Your Personal Citizen Journalist Account Today, Be Sure To Invite Your Friends.


LION'S MANE PRODUCT


Try Our Lion’s Mane WHOLE MIND Nootropic Blend 60 Capsules


Mushrooms are having a moment. One fabulous fungus in particular, lion’s mane, may help improve memory, depression and anxiety symptoms. They are also an excellent source of nutrients that show promise as a therapy for dementia, and other neurodegenerative diseases. If you’re living with anxiety or depression, you may be curious about all the therapy options out there — including the natural ones.Our Lion’s Mane WHOLE MIND Nootropic Blend has been formulated to utilize the potency of Lion’s mane but also include the benefits of four other Highly Beneficial Mushrooms. Synergistically, they work together to Build your health through improving cognitive function and immunity regardless of your age. Our Nootropic not only improves your Cognitive Function and Activates your Immune System, but it benefits growth of Essential Gut Flora, further enhancing your Vitality.



Our Formula includes: Lion’s Mane Mushrooms which Increase Brain Power through nerve growth, lessen anxiety, reduce depression, and improve concentration. Its an excellent adaptogen, promotes sleep and improves immunity. Shiitake Mushrooms which Fight cancer cells and infectious disease, boost the immune system, promotes brain function, and serves as a source of B vitamins. Maitake Mushrooms which regulate blood sugar levels of diabetics, reduce hypertension and boosts the immune system. Reishi Mushrooms which Fight inflammation, liver disease, fatigue, tumor growth and cancer. They Improve skin disorders and soothes digestive problems, stomach ulcers and leaky gut syndrome. Chaga Mushrooms which have anti-aging effects, boost immune function, improve stamina and athletic performance, even act as a natural aphrodisiac, fighting diabetes and improving liver function. Try Our Lion’s Mane WHOLE MIND Nootropic Blend 60 Capsules Today. Be 100% Satisfied or Receive a Full Money Back Guarantee. Order Yours Today by Following This Link.


Report abuse

    Comments

    Your Comments
    Question   Razz  Sad   Evil  Exclaim  Smile  Redface  Biggrin  Surprised  Eek   Confused   Cool  LOL   Mad   Twisted  Rolleyes   Wink  Idea  Arrow  Neutral  Cry   Mr. Green

    MOST RECENT
    Load more ...

    SignUp

    Login

    Newsletter

    Email this story
    Email this story

    If you really want to ban this commenter, please write down the reason:

    If you really want to disable all recommended stories, click on OK button. After that, you will be redirect to your options page.