Cliff Note #123 Preview: A Live In Progress Research Link To Our Next

A recurring revenue transformation that may be close to inflecting

This morning, I sent an alert via the Substack chat, following up on yesterday’s post about companies undergoing SaaS-style recurring revenue transformations (you can read that piece here). In that post, I noted:

I’m currently performing the last bit of research on a profitable company that’s in the 5th inning of a recurring revenue transformation. We’ll be adding the stock to our MS Microcap Quality Index (MSMqi) this week.

Well, as luck would have it, an important development has accelerated our timeline. Our team decided to move forward with adding this company to the MSMqi immediately— even though the formal Cliff Note that usually accompanies an addition to the MSMqi is still in progress.

To keep you in the loop, I’ve decided to share the raw, working draft of that Cliff Note, along with the text from this morning’s chat. I believe it’s more valuable for you to see the early research now, rather than wait for the polished elevator pitch.

See below for the morning chat conversation and a link to the shared research document on this recurring revenue transformation play.