Cliff Notes

Cliff Note #147: 30%+ Growth, Healthy Backlog, P/E Below 10.0x, 50% of assets in Cash and a Hidden Asset

An overlooked OTC company returned to profitability while sitting on a strong backlog and a net cash position

Jul 16 • Diego La Torre and Maj Soueidan

[NEW] Cliff Note #146: A Tiny, Sole-Source Defense Supplier Exposed to a Program Set to More Than 3x Procurement

Multibagger Factors: Sole-Source Supplier - Huge Program Ramp Up - Sticky Customers - Aligned Owner-Operators - Strong Backlog - Operating Leverage …

Jul 10 • Diego La Torre and Maj Soueidan

[NEW] Cliff Note #145: A Microcap Rolling Up Aerospace's Orphaned Parts - A 3x in 3 Years

Multibagger Factors: Acquisition Roll-Up – Certification Moat – Strong Managment

Jul 1 • Diego La Torre and Maj Soueidan

[Cliff Note Update]: A Debt-Free, Microcap Compounder with Defense-Tech Optionality

Trading Under 10x Trailing FCF, Growing 25%+, Net Cash Above All Liabilities, Free Defense Optionality

Jun 22 • Diego La Torre and Maj Soueidan

A Strong Beneficiary of US-Iran Peace Talks + AI Data Center Business

The Market Sold the Miss and Ignored the Bullish Setup

Jun 22 • Maj Soueidan

[NEW + FREE] Cliff Note #144 - GETB.L: One Segment Worth Twice the Whole Company + Incentivized Management

Multibagger Factors: Recurring Revenue - SOTP Discount - Incentivized Sale - Strategic Buyer

May 27 • Diego La Torre and Maj Soueidan

[NEW+Free] Cliff Note #143 - TPC: The 130-Year-Old Infrastructure Co With 2026-2027 Earnings Already in the Bag + Free Data Center…

Multibagger Factors: Backlog Visibility - Data Center Optionality - Margin Inflection - Refinancing - GARP

May 18 • Diego La Torre and Maj Soueidan

Cliff Note Update: This Cliff Note Already Doubled. Here's Why We Think It Doubles Again.

Accelerating Backlog, Margin Inflection, Defense Tailwinds & Operating Leverage

May 12 • Diego La Torre and Maj Soueidan

[NEW] Cliff Note #142: The Boring Canadian Microcap Quietly Positioning for the AI Capex Wave at a P/E below 10.0X.

Multibagger Factors: Capacity Expansion - AI/Data Center Tailwinds - GARP - Valuation Multiple Re-Rate Set-Up

May 5 • Diego La Torre and Maj Soueidan

[NEW] Cliff Note #141: Record Quarter, Tripling Backlog, Defense Tailwinds, and below 10.0X P/E

Multibagger Themes: GARP - Tripling Backlog - Defense Exposure - New Product Cycle - Reshoring Tailwind

May 1 • Diego La Torre and Maj Soueidan

[NEW] Cliff Note #140: From Bust to Boom: A Founder-Led Microcap Riding the Inventory Unwind

Multibagger Themes: GARP - Industry Bottoming - Operating Leverage - Stealing Market Share

Apr 24 • Diego La Torre and Maj Soueidan

[NEW] Cliff Note #139: Special Situation - A Company Where the Bankruptcy Is the Catalyst, Not the Problem

Multibagger Themes: Emerging from Bankruptcy - Valuation Disconnect - Catalyst Driven

Apr 13 • Diego La Torre and Maj Soueidan

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