In the past few days I made a new investment and wanted to share it with the great readers of Geiger Capital. This is my largest single-name equity position since GEO 0.00%↑ in late 2023 and XOM 0.00%↑ in 2020. Both had triple-digit returns inside the following 12 months. This stock might surprise a few of you, but I like it fundamentally, technically and politically. Let’s dive in…
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