REPLAYS - October 2025 Starting Five Defense Virtual Conference
Links to each session...
The first half of the this week was packed with a mix of company presentations from the executives of select microcap companies and insights from respected microcap investing peers at our Starting Five Defense Virtual Conference, hosted with Nicholas Cortellucci of Atrium Research (@Atrium_Research). If you were absent, now’s your chance to catch up! Each day, there were 5 sessions, the first two days were comprised of companies detailing how their businesses, and the last day spotlighting conversations with investors we know well who made some bullish pitches on some of their favorite stocks. In the final session of the conference, I sat down with Nicholas and my good friend, Sebastian Krog of the Treasure Hunting publication on Substack. We reviewed a few of the attending companies’ stories and revisited a few others that were subjects of past discussions during earnings reviews and/or are part of the MSMqi. Each of the titles below will navigate to an individual post, where you can see a comprehensive breakdown of the session, put together by MS Microcap analysts.
You can actually watch each video, accompanied by a written summary, at our video menu for page here:

















