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...
We are updating one of our first Cliff Notes (#5) for new developments and adding two new stocks to our Microsoft Quality Index (MSMqi), along with Cliff Notes explaining why we are adding them.
The update to Cliff Note #5 is about a technology turnaround that’s been taking a little longer to play out than we had anticipated, now looks to be in good shape due to a new CEO on the scene. So, we decided to write an update, since the original Cliff Note was published when the prior CEO was still running the company. The new CEO is doing great things to reduce lumpiness in the business, increase margins and create recurring revenue streams. He’s prepared the company to benefit from AI trends that it previously wasn’t fully positioned to benefit from.
This also highlights one of my favorite aspects about our MSMqi. It allows us to hunt for quality stocks that might not be performing well, the under-performers, that we think are prime to reverse course.
The two new Cliff Note additions are classic boring companies, where management has created business models characterized by predictable revenue, cash flow and EPS.
The first is a supply chain solutions company which has been a great market sector to hunt for multibaggers in, due to disruptions caused by COVID and global tensions.
The other is… well, let’s just say a company we all can’t live without.🤭
We are publishing descriptions and elevator pitches for each Cliff Note.
Soon after, we will publish entire updates on each company. We just want to bring you into our research funnel as soon as we can.