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Your Guide to Navigating the Cliff Notes Substack
The Microcap Investing Cliff Note Substack
Maximizing returns isn’t only about finding quality companies; you have to find them at the right time. The Cliff Note Substack helps you spot quality microcaps at inflection points before the crowd notices, without wasting hours on noise.
Every stock we write a Cliff Note on is added to our Microcap Quality Index - a way you can track performance with transparency, throughout time. Stocks are added to the index when they meet our sustainable long-term multibagger factors.
The index was created in February 2022, using a buy-and-hold passive strategy to allow returns of high-quality businesses to generate long-term alpha. We also create sub-indexes to help you discover new ideas more efficiently.
We publish 1-3 Cliff Notes per month, update you as things change, and write investment process articles to show you how we find multi-baggers and control emotions to maximize alpha.
The track record speaks for itself: of 137 companies evaluated over the past three years, 69 became multi-baggers, a 50% hit rate.
Is the Cliff Note Substack Right for You?
What You Get
Research
Cliff Notes: Research breakdowns covering the business, key drivers, risks, and valuation, published 1-3 times per month. Each Cliff Note is tracked in our Momentum Sustainability Microcap Quality Index (MSMqi).
Pipeline: Research Pipeline ideas not yet in the MSMqi, but with the potential to graduate into the index over time.
Updates: A weekly snapshot of key MSMqi developments, highlighting studs, duds, names worth watching, and information arbitrage opportunities.
MSMqi & Stats
MSMqi: The MSMqi is a curated universe of quality microcaps; every company has a corresponding Cliff Note. Use it as your hunting ground
Spotlight Index: A sub-index of the MSMqi, featuring our highest-conviction ideas. We believe these stocks have 50% short-term upside and long-term multibagger potential.
Movers & New Highs: Daily winners, losers, 52-week highs and lows across our MSMqi universe, a key source for new idea generation.
Educational
Educational Articles: Posts on our investing process, frameworks, and lessons learned, designed to show how we think, not just what we buy.
Disclaimer:
We are not investment advisors. The information we provide is for informational and educational purposes only. Investing involves risk.