Don't invest where the institutions are, invest where they are going to go.

One of our favorite set ups at GeoInvesting, LLC. are microcaps going through changes that are extremely hated by most investors because they’re focusing on past failures. Some of these stories remain ignored even when significant & obvious progress is being made, often by new Mgmt.

Unemployed Capital Allocator Think “insider alignment” and “minority interests at the mercy of entrenched majority ownership” are different things

Instead of having a different opinion than the market, it is more about discovering something now that the market will discover in 12 months.

We hate rigid rules in our portfolio except for one that we have servile-like adherence to: if a position we hold is down 50% or more since initiation, we MUST either sell out entirely or add to the position. “Holding” is off table and unacceptable. (This assumes we have some

It feels like $TSRI has essentially zero intrinsic downside risk at these levels. they have around 90% of mcap in NCAV with the biz doing 1.5M FCF even if the strategic alternatives doesn’t result in a sale all they would have to do is announce a buyback.

Davey

Getting triggered because someone else dismisses your long is probably not the best sign.

Surprised at just how much $TSRI sold for - I didn’t think they would get more then 12$ per share. Either way outstanding outcome congratulations to the team for their hard work!

Markets sitting around ATH, but I was promised doom & gloom a few years ago... Weren't rising interesting rates going to kill a ton of companies?? Let me guess... it's still coming?

After 23 years in the game it's still exhilarating stumbling upon a new opportunity that makes you stop everything you are doing - those "clear the calendar" moments that happen a couple times per year. The thrill of discovery. There is no greater high in the world.

It bothers me when I hear investors tout the number of hours of due diligence they perform before buying something new. “I do weeks/months of due diligence”. It’s a meaningless metric. Knowing everything isn’t important. Knowing what is important is what matters. Once you fully