Cliff Notes

[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

Cliff Note Update: A legacy EMS company deepening its push into higher-margin markets

We share research on the best microcaps and manage our Tier One Quality Index.

Apr 9 • Diego La Torre and Maj Soueidan

[NEW] Cliff Note #138: An Aerospace Supplier with a Decade of Aircraft Backlogs and a Generational Defence Spending Surge

Defense Tailwinds - Strong Revenue Visibility - Improving Gross Margins

Apr 2 • Diego La Torre and Maj Soueidan

[Cliff Note Update] Updating Cliff Note #99: Data Center / Nuclear / Defense Wrapped Up Into One

Record backlog, margin expansion underway, and trading at half the multiple of its peers

Mar 24 • Diego La Torre and Maj Soueidan

TGEN Cliff Note Update

We share research on the best microcaps and manage our Tier One Quality Index.

Mar 19 • GeoInvesting

[New] Cliff Note Update - Hidden Supplier Behind a Multi-Billion Dollar Company

Patented Technology - Picks & Shovels to Multi-Billion Dollar Company - Operating Leverage - Sticky Customers

Mar 13 • Diego La Torre and Maj Soueidan

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