Cliff Notes

[NEW] Cliff Note #127: Profitability, Insider Alignment, and Potential NASDAQ Uplisting

Multibagger Themes: GARP - Turnaround Inflects - Operating Leverage - Private Equity & Insider Alignment - Extreme Undervaluation To Comps - Potential…

Dec 8 •

and

Update to Cliff Note #31 (CVE:BRM): Recurring Revenue Of This Clean-Tech Emissions Control Co Becomes More Tangible

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

Nov 30 •

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[New] Cliff Note #126: A High-Growth, Clinically-Proven Apparel Technology Innovator

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

Nov 28 •

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Why Investors Should Keep an Eye on Ituran (ITRN), A Telematics Company

Recurring revenue + New target markets

Nov 23 •

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Guest Post - 5 High Conviction Multibagger Ideas from Geoinvesting That Are Also In Our MSMqi

Plus 4 high risk speculative stocks from the "bench"

Oct 13 •

Cliff Note #125 - A SPAC Restructuring With Huge Upside If Plan Comes Together

Shoring up of balance sheet, expense cuts and tweaking a go to market strategy is just starting to yield positive results.

Oct 8 •

MS Microcaps LLC

Cliff Note #124 - Another Sleepy Value-Trap Unwind Set-Up

P/E of 5x Should materially expand as operating leverage kicks in; Percolating data center InfoArb theme

Oct 8 •

MS Microcaps LLC

Two New Cliff Notes On The Way

A sleepy OTC company with a P/E of 5x and a SPAC turnaround

Oct 7 •

Cliff Note #123 Preview: A Live In Progress Research Link To Our Next

A recurring revenue transformation that may be close to inflecting

Sep 29 •

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

Cliff Note #122

Asset sale unlocks value, allowing the company to focus on high-margin software business...

Aug 20 •

MS Microcaps LLC

Update to Cliff Note #64 - New Data Center Growth + New Growth Inflection

Shareholder letter provides an abundance of information arbitrage.

Aug 13 •

MS Microcaps LLC

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