Conviction in One of Our Favorite Stocks Through a Deeper Dive Into Its Contracts With the Government; Open Forum Digs Into PPIH, BOF, CNVS [GeoWire Weekly No. 247]
If you are a premium member make sure you sign in to see All the exclusive content In This Issue.
This week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting the most important developments across our 1,500+ microcap coverage universe built since 2009, including high-impact earnings reports, information arbitrage discoveries, contract announcements, and model portfolio updates. We also highlight insights from our investor and CEO interviews (Skull Sessions).
Please note that this week we held our July Open Forum, where we discussed developments across our coverage universe during the month of June. Part of the discussion focused on a new and potentially very exciting idea discovery related to this tweet:
See all emails sent during the week here.
As usual, we highlight the stocks we want to watch most in our big movers and losers list of the week, included at the end of this post.
Stocks discussed at Geoinvesting last week:
Feature Stock: This is the second consecutive week that we’ve highlighted this company. During the week, we published the results of some research we did using Claude to help us gain conviction by assessing the likelihood that the company would be the beneficiary of government projects that are moving into strong production cycles. We still believe this company has 100% upside as well, as well as long-term Multi Bagger potential… or it gets acquired.
Model Portfolio Updates: New stock added to Buy on Pullback Model Portfolio #14 ; it’s a tech stock that got whacked in the recent tech sell-off, but it’s profitable, has a low forward PE, a backlog that is insinuating strong profitability, and has substantial upside simply by trading at the valuations of comparable companies. It’s actually probably the cheapest stock in this group.
Earnings: BUKS FTGFF (TSX:FTG)
Updates: TGEN NNBR FSI
InfoArb Tear Sheets: PENG FTGFF (TSX:FTG) EDUC
Open Forum Feature Stocks: PPIH OCC RFIL TPC MEI BOF FSI CNVS CMT
More Open Forum Highlights: FRTU (previously LRGR) CEO Yoel Damas discusses the company’s lower credit financing model and how its new AI technology platform should help accelerate growth. We also dug into recent accounting changes to understand their impact on revenue and cash flow.
Feature Highlight From Our Microcap Coverage Universe
Once again this week, we reviewed
——
Sorry, the full post is only available for paying subscribers. If you are already a paying subscriber, please make sure you are logged in. To become a paying subscriber please click on the link below
(We also offer a new very popular monthly subscription option).
gain Exposure to our expanded coverage on Our 1500+ Microcap Universe, Subscribe below.
200+ multibaggers and counting
GeoInvesting is a premier research platform for microcap investors, dedicated to uncovering high-potential stock ideas in undervalued companies across various sectors. With over 30 years of investing experience, GeoInvesting has covered more than 1,500 equities, providing often actionable proprietary research. The platform has been instrumental in identifying 200+ multibagger stocks, and offers investors exclusive access to over 600 management interview clips, allowing for deeper due diligence and understanding of the microcap stocks, many of which make it to market-beating premium Model Portfolios. Join the GeoInvesting community for the best stock research and microcap insights to help you stay ahead in the market. To learn more about our Premium Services, go here.. (https://geoinvesting.com/premium-research/)
The post Conviction in One of Our Favorite Stocks Through a Deeper Dive Into Its Contracts With the Government; Open Forum Digs Into PPIH, BOF, CNVS [GeoWire Weekly No. 247] appeared first on GeoInvesting.
Source: https://geoinvesting.com/conviction-in-one-of-our-favorite-stocks-through-a-deeper-dive-into-its-contracts-with-the-government-open-forum-digs-into-ppih-bof-cnvs-geowire-weekly-no-247/
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.


