Geiger's Capital Gains | Substack

My Current Portfolio

With markets returning to all-time highs, I think it’s time to do a full portfolio review.

Apr 16 • Geiger Capital

Recent posts

A Hidden Gem in Colombia

A new stock that should take full advantage of the Golden Age that is sweeping across Latin America.

Mar 30 • Geiger Capital

The Most Undervalued Miner in North America

There is a miner in North America that is flying largely under the radar and is still incredibly undervalued after a recent runup.

Mar 5 • Geiger Capital

First Large Investment of 2026

I’ve entered into a new core position. It's an AI-related stock that I believe is flying under the radar.

Feb 10 • Geiger Capital

Regime Change in Venezuela

A few quick thoughts on Venezuela

Jan 5 • Geiger Capital

2026 Market Outlook

My macro view regarding the Fed and the economy, an overview of my current portfolio, plus a few specific stocks that I have on my radar

Dec 31, 2025 • Geiger Capital

Geiger's Capital Gains

Individual stocks with asymmetric upside, macro views on markets and the economy, plus a little bit of political analysis. The goal is capital gains.

About Archive Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts