Class in Session: Breaking Down Multibagger Mindsets With Real-Time Case Studies and BOSC Skull Session Spotlight [GeoWire Weekly No. 196] | 🇺🇸 TGEN, BOSC, CAWW, CCEL, FSI, IIIN

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This week’s Microcap Information Arbitrage Weekly Wrap-Up is ready — spotlighting key moves, missed signals, and overlooked opportunities in our 1,500+ coverage universe built since 2009.

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If you enjoy performing press release research or think you will see value in a tool that expedites your press release research process, you should check out a press release tool my team is building by going here.

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On Saturday, I hosted a live Multibagger Class into the thinking—and the timing—that goes into identifying microcap stocks with large upside. We walked through the key traits that define our “Tier 1” quality framework and how we use that to anticipate inflection points that the market hasn’t yet priced in. In this post I will show you a clip from the class, as we go over a new multibagger candidate, using information arbitrage. With Q3 microcap earnings season approaching, we’re continuing to identify information arbitrage opportunities in underfollowed names.

As promised on our July Open Forum held, we published the entire pitch on a new stock, our latest high-conviction addition to the Focus Stock Model Portfolio. As a reminder, the idea was brought to our attention by Geoinvesting subscriber Jeremy Diller. You can see what we first said about this company in last week’s Sunday Wrap-Up and read the full pitch here.

Meanwhile, Tecogen Inc. (NYSE:TGEN) quietly filed a 3.5 million share offering, raising $17.5 million at $5.00. While I don’t love where the offering priced, it probably had to be done. This could be the missing piece of the puzzle to give a first customer the confidence to trust that TGEN has the balance sheet to actually execute on a data center contract (shoring up its supply chain, building inventory and manufacturing). Securing that first customer could open up a Pandora’s box, to where we can start talking about TGEN finally scaling its data center business vs. being a one off project company, through its partnership with Vertiv or TGEN’s own sales efforts.

On Thursday, I hosted a Fireside Skull Session with the CEO of B.o.s. Better Online Solutions (NASDAQ:BOSC), a company that provides intelligent robotics, RFID technologies, and supply chain solutions. With geopolitical tensions elevating demand for resilient logistics systems, BOSC’s timing may be ideal. We’ll dig deeper into that story in this week’s spotlight.

Cca Industries, Inc. (OOTC:CAWW) managed to maintain slight profitability despite a revenue dip in its 2nd quarter, showing that its margin-first strategy is gaining traction. Cryo-cell International, Inc. (NYSE:CCEL) remains mired in a legal battle with Duke, an overhang that keeps the stock in wait-and-see mode and handcuffs management’s ability to pursue new growth initiatives.

Flexible Solutions International (NYSE:FSI) reported preliminary Q2 revenues that looked better than it really was, once you strip out a one-time food-grade payment. Regardless, the FSI story is not about the legacy business and it’s great news that its new potential customer actually contributed real dollars to bring FSI’s manufacturing capabilities to where it needs to be to start releasing orders to FSI as part of a contract that could double the size of the company. And Insteel Industries, Inc. (NYSE:IIIN), a company that manufactures and sells steel wire reinforcing products, delivered a strong quarter, but rising steel costs and raw material sourcing challenges continue to be a growth headwind.

Now, let’s take a look at some new Information Arbitrage and break down my Fireside Chat with Eyal Cohen, CEO of BOSC, which gave me a clearer understanding of how the company’s story is evolving and a reason to start tracking the company more closely.

BOSC does not reside in any of our model portfolios.

I’d like to give a special thanks to Geoinvesting subscriber Scott Weis (@SCMRE111) for prodding us to bring Eyal onto our platform to present his growth vision for BOSC. You can reach out to Scott at scott@semcocapital.com to learn more about this annual event.

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The Weekly Wrap-Up is meant for those in a hurry, along with those who want to spend a weekend hunting for ideas or quickly catch up what we talked about during the week. Our Weekly Wrap-Up brings together everything we discussed during the week in our morning emails and premium alerts, as well as new information and high conviction ideas that we did not communicate that you should know about. From earnings coverage, new research coverage on stocks, picks and research from our subscribers to event highlights from our monthly open forum that takes place to the beginning of each month and interviews with management teams and investors. Missed any emails this week? You can catch up on all of them in one place — just check out the full archive here.

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Class in Session: Breaking Down Multibagger Mindsets and Real-Time Case Studies

These Multibagger Classes are not just educational but involve hands-on research to find multibaggers in real time. They are live sessions, not asset-light products designed to scale without purpose.

At its core, my multibagger process is about two things: finding great businesses, or high-probability turnarounds and understanding when something meaningful is about to change. As I like to say, this isn’t about market timing—it’s about company timing.

I ran through examples like Monster Beverage, Expel, TSSI and TGEN, companies that traded flat for years before suddenly hitting a phase of new growth that changed the market’s perception. One recurring theme I stressed: boring businesses can become multibaggers too.

I highlighted a note I posted on my Substack to drive this point home:

During these classes, I make it a point to try to find at least one undiscovered multibagger set-up. And here’s a clip from the class that highlights how opening up a boring press headline revealed the first hints of the existence of multibagger factors that has me really excited to dig in, even though it’s still early.

United-guardian, Inc. (NASDAQ:UG). Basically, UG announced its 30th consecutive dividend—but tucked into the press release was something more important: management’s note that it would begin retaining a larger portion of earnings to fund “exciting new growth initiatives” in the back half of 2025, including a major new sales opportunity for their lead pharmaceutical product.

That’s the kind of clue I look for,a quiet statement in an overlooked release that signals internal change. When a 30-year dividend payer, struggling to grow, suddenly shifts its capital allocation, it’s worth investigating. We’ll be reaching out to management to learn more, and I’ve added United-guardian, Inc. (NASDAQ:UG) to the watchlist for a potential near-term inflection.

The biggest takeaway I hoped to impart? You don’t need a PhD to find multibaggers—you need curiosity, pattern recognition, and the discipline to track these stories over time. AI tools can help surface breadcrumbs, but you still need to do the work. The edge lies in the quiet parts of press releases and earnings transcripts that most people never open.

The framework of my Multibagger class continues to evolve, and I’m excited to bring more of these real-time idea breakdowns into future classes. To learn more about my Multibagger class please enter your email here.

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Featured Chat: BOSC Untold Recurring Revenue and Defense Tailwinds

It’s been more than a decade since I last spoke with B.o.s. Better Online Solutions (NASDAQ:BOSC). A lot has changed. The company has become a pure integrator of supply chain components, RFID systems, and robotic automation, serving global defense and industrial clients. Up until now, however, it has been mainly focused on Israel. That integrator DNA is important because it underpins BOSC’s recurring revenue profile and allows them to stay asset-light while still building durable customer relationships.

In our chat, Eyal walked me through all three of their business lines, but it’s clear that the supply chain division is the backbone. In 2024, it

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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 Class in Session: Breaking Down Multibagger Mindsets With Real-Time Case Studies and BOSC Skull Session Spotlight [GeoWire Weekly No. 196] | 🇺🇸 TGEN, BOSC, CAWW, CCEL, FSI, IIIN appeared first on GeoInvesting.

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