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A Live In Progress Research Link To Our Next Cliff Note
A recurring revenue transformation that may be close to inflecting
17 hrs ago
•
Maj Soueidan
5
Intern's Corner - Travelzoo (TZOO) Update
We share an interesting take on a stock by an analyst on our team, already in our Quality Stock Index.
Aug 28
•
MS Microcaps LLC
12
Cliff Note #122
Asset sale unlocks value, allowing the company to focus on high-margin software business...
Aug 20
•
MS Microcaps LLC
10
2
Update to Cliff Note #64 - New Data Center Growth + New Growth Inflection
Shareholder letter provides an abundance of information arbitrage.
Aug 13
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MS Microcaps LLC
8
2
Cliff Note #121- Recurring model nearing an inflection point needed for valuation expansion
Multibagger Themes: Recurring Revenue Inflecting - Niche Markets - Increasing Wallet Share - Mission Critical Software
Aug 5
•
MS Microcaps LLC
6
ICYMI, We Updated Cliff Note #114
Reminder before the company reports its earnings...
Jul 29
•
MS Microcaps LLC
2
Cliff Note #120
A tight float, but meaningful discount...
Jul 15
•
MS Microcaps LLC
2
5
Cliff Note #119
We are sharing initial research into an interesting Canadian roll-up...
Jul 14
•
MS Microcaps LLC
4
6
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...
Jul 9
•
MS Microcaps LLC
15
Cliff Note #118 - Data Center & Cell Tower Power Infrastructure Theme Quietly Percolating
Themes: GARP - New Data Center Theme - Margin Expansion - Legacy Industry Stabilization
Jun 24
•
MS Microcaps LLC
12
Cliff Note #117 Elevator Pitch - Value Trap Re-Rate
Debt reduction, large insider buy and favorable capital allocation strategies mark possible inflection point
Jun 23
2
Cliff Note #116 - Tailwinds Include U.S. Navy Aggressive Submarine Construction Schedule
Under-the-radar defense contractor with pristine balance sheet and record backlog…
Jun 13
•
MS Microcaps LLC
7
1
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