Microcap Investing Cliff Notes

Microcap Investing Cliff Notes

Cliff Note Update: This Cliff Note Already Doubled. Here's Why We Think It Doubles Again.

Accelerating Backlog, Margin Inflection, Defense Tailwinds & Operating Leverage

Diego La Torre's avatar
Maj Soueidan's avatar
Diego La Torre and Maj Soueidan
May 12, 2026
βˆ™ Paid

Yesterday, we published Weekly Update #14, which you can view over here. In that same post, we stated that one of the companies in the index had just had a breakout quarter and had already doubled since we first added it to the index a couple of months ago.

πŸ”’πŸ”’πŸ”’πŸ”’ (Quarterly Results): Breakout quarter with revenue up 40% YoY and backlog at all-time highs. Tomorrow, we will post an update explaining why we think the stock can double again over the next twelve months and move higher in the long term.

Well, we think it can double again during the next twelve months, and here’s why.

This post is for paid subscribers

Already a paid subscriber? Sign in
Β© 2026 MS Microcaps LLC Β· Privacy βˆ™ Terms βˆ™ Collection notice
Start your SubstackGet the app
Substack is the home for great culture