Ben Brostoff

Sunday Weekly Wrap-Up Excerpt: Last week, we held our monthly Open Forum, where we delved into the hot topic of the last two weeks: what to make of software stocks getting pummeled because of advancements in AI. We took a quick, cursory glance at four buckets investors should consider to understand where the risk is and where the opportunity lies. On that note, we dug deep into our 1,500+ microcap stock archives to resurface an old Geoinvesting software MultiBagger that we think actually benefits from what’s going on with AI and fits squarely in between the third and fourth buckets we discussed. It’s a software stock selling at a P/E of 5x that just grew EPS over 50%, where industry changes should strengthen its already leading position in its market. We think it has reached a point where the discussion of the stock being positioned to have MultiBagger status again can begin… after three years of doing nothing.  By the way, If you’re into following this topic, you’re also going to enjoy a conversation I had with Ben Brostoff (@bmb21), author of the StockTalk Newsletter Substack. His software background and the insights from our conversation are going to help us become more informed investors on this topic. The discussion addressed how changes in software pricing, usage-based models, and automation may affect long-term margins and competitive positioning. The chat about software stocks during the open forum naturally transitioned into a discussion about another stock we’re tracking that might ironically also benefit from the impact AI is having on the software industry. It’s actually a debt restructuring play. We’re waiting for a catalyst to materialize that should immediately re-rate the stock 50% to 100% if it occurs. We were extremely appreciative that John Cormier accepted our invitation to attend the open forum to help us break down the story that our new Analyst, Diego La Torre (@Diego_La_Torre_), had already analyzed. John has years of investment experience, especially in dealing with complex special situations. That’s why John’s positive assessment of the set-up strengthened our comfort level with this new idea. I originally connected with John via an introduction from Mark Gomes ( @MoneyMarkStocks ). The bullish thesis on both of these stocks has been published on Geoinvesting geoinvesting.com/two-stocks-…