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    Bruce Geller • Geller Capital

    Bruce H. Geller is a CFA Charterholder and experienced investment analyst currently serving as an analyst at Geller Capital, where he specializes in advanced portfolio management and financial analysis. He holds the CFA designation, reflecting extensive proficiency in portfolio management and superior technical and ethical standards, and has accumulated over 4,000 hours of relevant investment decision-making experience. Since earning his CFA charter in August 2024, Geller has focused on providing in-depth market insights for clients, leveraging years of prior professional growth and expertise. His credentials and work history underscore his commitment to analytic rigor and high standards in asset management.

    Bruce Geller's questions to Rocky Brands Inc (RCKY) leadership

    Bruce Geller's questions to Rocky Brands Inc (RCKY) leadership • Q2 2025

    Question

    Bruce Geller from Geller Ventures questioned whether Rocky Brands is seeing market share gains due to its in-house manufacturing capabilities, inquired about the future percentage of in-house production, asked about the shift towards direct-to-consumer (DTC) sales, and sought projections for debt reduction in the second half of the year.

    Answer

    CFO & COO Thomas Robertson explained that in-house manufacturing provides a competitive cost advantage and flexibility, which should help them be more competitive. He projected that in-house production could reach 45-50% by 2026. President, CEO & Chairman Jason Brooks confirmed a strategic focus on growing DTC while balancing wholesale relationships. On debt, Robertson stated that while tariffs are a strain on cash flow, they expect to continue reducing debt, targeting a similar year-over-year percentage decrease as seen recently.

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    Bruce Geller's questions to Tillys Inc (TLYS) leadership

    Bruce Geller's questions to Tillys Inc (TLYS) leadership • Q2 2024

    Question

    Bruce Geller from Geller Capital asked about the structural changes preventing Tilly's from recovering from its recent sales slump, noting that the company has historically bounced back from rough patches and that other apparel retailers are currently performing well.

    Answer

    Executive Hezy Shaked stated that several past decisions did not work out and that turning the business around takes time. Executive Michael Henry highlighted two primary structural issues: a significant drop in sales per square foot since 2019 and a 32% increase in the average hourly store payroll rate over the same period, driven by minimum wage increases.

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    Bruce Geller's questions to Smart Sand Inc (SND) leadership

    Bruce Geller's questions to Smart Sand Inc (SND) leadership • Q2 2024

    Question

    Bruce Geller of Geller Ventures asked about expected tonnage and profitability for the new Utica basin operations, the basis for confidence in increased activity in 2025, clarification on second-half free cash flow expectations, the forms of capital return being considered, and progress in non-energy industrial end markets.

    Answer

    Chief Financial Officer Lee Beckelman indicated that Utica profitability should be consistent with or better than other basins over time and that volumes could eventually match Canadian sales levels. He cited growing natural gas demand from LNG and AI data centers as drivers for 2025 optimism. While confirming the company expects to be free cash flow positive for the full year, he did not quantify the second-half generation. On capital returns, he stated all options, including dividends and buybacks, are being evaluated. Chief Operating Officer William Young added that the company continues to grow its industrial business by adding capabilities at its Utica mine.

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