Sunday Research Pipeline Session #7: 3 Stocks On The Cusp Of Being Added To Our Microcap Quality [MultiBagger] Index

[Deep Value + Growth + New Target Markets], across Industrial, Environmental Monitoring and Data Center Infrastructure themes.

It’s time for another Sunday Research Journal Research post. This is our seventh one of these posts, since May 2025, and has covered eight stocks.

As a reminder, these posts cover stocks we identify from our daily [MultiBagger] research watch list that are beginning to get our attention, which might be in-line to be added to our microcap quality index (MSMqi).

The current return of the Stocks included in our journal posts now stands at 28.8%, with one MultiBagger.

The three [profitable] companies that we’ll be discussing today includes an industrial company with a leading product, where a new CEO stepped in to reignite growth through establishing channel partner and distributor relationships. It’s a deep value OTC stock, with around 60% of its market cap in cash, providing a significant margin of safety.

The second is an environmental monitoring company that is transitioning to layer on more recurring revenue. This could lead to valuation multiples expanding over time as that revenue becomes a bigger part of overall revenue.

And finally, as you might expect, we found another infrastructure company that is starting to benefit from data center growth tailwinds. Unlike the other two companies, which are both microcap stocks, this one is actually a small-cap.

I hope you enjoy the full research update presented below👇