We had the first Yahoo Finance Community Meet-Up on Dec 12, 2025. Nathan Worden from Yahoo Finance hosted the discussion. I was joined with Marques Blank of Small Cap Newsroom and Sowmy VJ of Helix Research Ltd.
We presented 3 stock theses during this discussion. These included GHC, OPXS and DG.
It was a great panel and it is always a learning experience to observe how other analysts approach their research.
Hope you enjoy this. We plan to make this a regular feature so there should be many more such meet-ups to come in the future.
Shailesh Kumar, MBA is the founder of Astute Investor’s Calculus, where he shares high-conviction small-cap value ideas, stock reports, and investing strategies.
His work has been featured in the New York Times and profiled on Wikipedia. He previously ran Value Stock Guide, one of the earliest value investing platforms online.
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