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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
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MS Microcaps LLC
11
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Microcap Investing Cliff Notes
Important Update to Cliff Note #5 and New Cliff Notes #119 and #120
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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
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MS Microcaps LLC
12
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Microcap Investing Cliff Notes
Cliff Note #118 - Data Center & Cell Tower Power Infrastructure Theme Quietly Percolating
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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
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Cliff Note #117 Elevator Pitch - Value Trap Re-Rate
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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
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MS Microcaps LLC
6
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Cliff Note #116 - Tailwinds Include U.S. Navy Aggressive Submarine Construction Schedule
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New Data Center Infrastructure Stock: Cliff Note 115 (Elevator Pitch)
Trying to go 4 for 4 on Data Center Theme
May 22
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Maj Soueidan
9
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New Data Center Infrastructure Stock: Cliff Note 115 (Elevator Pitch)
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Cliff Note #114: [Full Cliff Note] Pharma Company Inflecting to Profitability with New Product Launch and Operational Reset
Still working on the full note, but I wanted to get this out before Q1 earnings today...
May 14
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MS Microcaps LLC
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Microcap Investing Cliff Notes
Cliff Note #114: [Full Cliff Note] Pharma Company Inflecting to Profitability with New Product Launch and Operational Reset
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Cliff Note #113 - Legendary Investor Motivates Company To Unlock Shareholder Value
A company selling below book, while it grows sales and earnings, but not for long
May 14
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MS Microcaps LLC
2
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Cliff Note #113 - Legendary Investor Motivates Company To Unlock Shareholder Value
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Cliff Note #112 - Special GeoInvesting Guest Post
A Warren Buffett Special: An example of how shareholder friendly capital allocation can spark a multibagger move…
May 12
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MS Microcaps LLC
7
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Cliff Note #112 - Special GeoInvesting Guest Post
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Cliff Note #111: Boring & Under-Appreciated Recurring Revenue Compounder, Selling 40% Below The Value Of Its Subscription Customers
Will be a case study on how proper capital allocation drives Multibagger Returns.
May 9
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MS Microcaps LLC
4
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Microcap Investing Cliff Notes
Cliff Note #111: Boring & Under-Appreciated Recurring Revenue Compounder, Selling 40% Below The Value Of Its Subscription Customers
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Full Cliff Note #107- Themes: Medical Device – New FDA-Approved Products and Business Model Change Expands Market By 600% – Approaching…
Themes: Medical Device – New FDA-Approved Products and Business Model Change Expands Market By 600% – Approaching Profitability and 40% Per Year Revenue…
Apr 15
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MS Microcaps LLC
10
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Full Cliff Note #107- Themes: Medical Device – New FDA-Approved Products and Business Model Change Expands Market By 600% – Approaching Profitability and 40% Per Year Revenue Growth For Next 4 Years
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Cliff Note Quality Index Review #3
Maj reviews the 110 stocks in our Quality Stock index to identify timely “Buy The Dip” opportunities…
Mar 31
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MS Microcaps LLC
8
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Cliff Note Quality Index Review #3
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2:01:23
Cliff Note #110
Multibagger Themes: Space Technology - Niche Player - 12% Industry Growth Rate - About To Turn Profitable
Mar 25
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MS Microcaps LLC
5
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Cliff Note #110
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