Geiger's Capital Gains

How I'm Playing The Cerebras IPO

Cerebras starts trading publicly on Thursday, but I am actually playing this IPO with a proxy bet that I think could outperform it.

15 hrs ago • Geiger Capital

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Colombian Election Preview

We are now just 4 weeks out from the Colombian presidential election. The current state of the race, the outcome I expect, and how I’m positioned for…

May 4 • Geiger Capital

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April 2026

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

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March 2026

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

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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

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February 2026

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

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January 2026

Regime Change in Venezuela

A few quick thoughts on Venezuela

Jan 5 • Geiger Capital

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December 2025

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

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Ride the Space Wave

Looking at a space stock that will be one of my largest positions as we head into the new year.

Dec 19, 2025 • Geiger Capital

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Can Powell Deliver A Santa Rally

The last Fed meeting of 2025 was an exciting one.

Dec 11, 2025 • Geiger Capital

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November 2025

A Sleeping Giant in Latin America

A company with incredible positioning that has been quietly setting up for years, with a major catalyst in 2026 that could easily send it to new decade…

Nov 26, 2025

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Market Update + New Stock Position

An updated look at where markets stand, the rare earth sector, Brazil, and a new stock I have been eyeing

Nov 10, 2025 • Geiger Capital

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