Lee Roach Investor Roundtable on a Special Situation and Q4 Earnings Highlights [GeoWire Weekly No. 233]
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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).
It’s extremely important that you use the Weekly Wrap-Up as a way to get caught up with what you might have missed on what we discussed during the week and to see new research, not included in morning emails.
*** Inside: A Special feature conversation regarding a special situation play with Lee Roach (@thevalueroad on Substack and @leevalueroach on X) ***
See all emails sent during the week here.
Stocks discussed at Geoinvesting last week:
Feature Stock: a special situation play
Earnings: MUEL, MALJF (TSX:MAL), KLNG, USAQ, QBAK, RCHN, LRGR, PXHI FTLF
Updates: AIXI (long-awaited legal update on $1.4 billion lawsuit against AAPL)
New Idea Research Pipeline: an aerospace theme and a percolating turnaround with ai and power grid solution undertones
InfoArb Tear Sheets: HQI, BOSC, SGRP, KLNG, ELWT, ITMSF (TSX:IMP), XBP, IVFH, FTLF, PENG
***In case you missed last week’s Wrap-up, it’s available here***
Feature Highlight From Our Microcap Coverage Universe
We have a special feature this week: an impromptu Investor Roundtable Skull Session with three investors to discuss what’s been going on with an incredibly interesting special situation stock… actually one of the first stocks I ever bought over three decades ago. The most near-term probable set-up the we all agreed upon was that you make nothing to a best cast outcome of 100%. The worst case scenario of near zero seems unlikely. I was joined by:
- Lee Roach (@thevalueroad on Substack and @leevalueroach on X)
- Lucas Milosic (@pixelresearch on Substack, @Pixelresearch_ on X), and
- Geoinvesting/MS Microcaps analyst Diego La Torre (@Diego_La_Torre_ on X)
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We’ll be publishing the video and full summary from the Skull Session on Monday, but here is an excerpt from what was written so far…
“Over the past few weeks, I have been talking to private investor Lee Roach (@thevalueroad on Substack and @leevalueroach on X) about this company’s bankruptcy filing. It’s a pretty fascinating case, so I just said, “What the heck? It would make for a great roundtable discussion.”
So, on 4/2/2026, I recorded a roundtable with Lee; another private investor, Lucas Milosic, and Geoinvesting analyst Diego La Torre, to talk about the bull and bear case for this stock.
The company
——
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The post Lee Roach Investor Roundtable on a Special Situation and Q4 Earnings Highlights [GeoWire Weekly No. 233] appeared first on GeoInvesting.
Source: https://geoinvesting.com/lee-roach-investor-roundtable-on-a-special-situation-and-q4-earnings-highlights-geowire-weekly-no-233/
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