Archive - Microcap Investing Cliff Notes

A Monster Month For The Microcap Quality Index (MSMqi)

Full-on update on the record performances of our indices, spotlights stocks are performing well and we share some of the most important articles of the…

Jul 11 •

MS Microcaps LLC

Important Update to Cliff Note #5 and New Cliff Notes #119 and #120

We updated one of our first Cliff Notes and are going to be adding two new stocks to the MSMqi...

Jul 9 •

MS Microcaps LLC

[🆓post]FTEK vs. TGEN: Sizing Your Conviction To Get A First Mover Advantage

Big bets with only average conviction

Jul 7 •

June 2025

Sunday Research Pipeline Session #4 - Has Recurring Revenue Reached an Inflection Point?

Slowly building a compounding machine

Jun 29 •

[🆓post] Investment Process: The Short-Term Game Is Fun, but Don’t Ignore the Long Game

Turn your portfolio into an annuity

Jun 28 •

Cliff Note #118 - Data Center & Cell Tower Power Infrastructure Theme Quietly Percolating

Themes: GARP - New Data Center Theme - Margin Expansion - Legacy Industry Stabilization

Jun 24 •

MS Microcaps LLC

Cliff Note #117 Elevator Pitch - Value Trap Re-Rate

Debt reduction, large insider buy and favorable capital allocation strategies mark possible inflection point

Jun 23

[🆓post] Investment Process: Concentration vs. Diversification

Some preliminary thoughts

Jun 21 •

We hit our 50th multi-bagger...

The MS Microcap Quality Index (MSMqi) multibagger hit rate continues to be above 40%, as yesterday’s FEIM 14% rise pushed the stock into our Multibagger…

Jun 18 •

MS Microcaps LLC

Cliff Note #116 - Tailwinds Include U.S. Navy Aggressive Submarine Construction Schedule

Under-the-radar defense contractor with pristine balance sheet and record backlog…

Jun 13 •

MS Microcaps LLC

Spotlight Stock #9 From Our Microcap Quality Index (MSMqi)

Spotlights are stocks from our Quality Index with at least 50% near-term upside and long-term multibagger potential.

Jun 10 •

MS Microcaps LLC

Sunday Research Pipeline Session #3 – Asset Sale Should Take Company From a Loss to a Profit

Asset sale goes unnoticed + data center theme surfaces

Jun 8 •

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