With the return of meme stocks and short squeezes, market conditions currently feel like we’ve teleported back to early 2021. In the last few days I’ve entered into a new equity position that I think has asymmetric risk-reward, trades at a discounted valuation, and also takes advantage of the heightened market activity. I wanted to share why I like it with the great readers of Geiger Capital. Let’s dive in…
© 2025 Geiger Capital
Substack is the home for great culture