Cliff Notes

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

2 hrs ago •

MS Microcaps LLC

ICYMI, We Updated Cliff Note #114

Reminder before the company reports its earnings...

Jul 29 •

MS Microcaps LLC

Cliff Note #120

A tight float, but meaningful discount...

Jul 15 •

MS Microcaps LLC

Cliff Note #119

We are sharing initial research into an interesting Canadian roll-up...

Jul 14 •

MS Microcaps LLC

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

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

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

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

New Data Center Infrastructure Stock: Cliff Note 115 (Elevator Pitch)

Trying to go 4 for 4 on Data Center Theme

May 22 •

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 •

MS Microcaps LLC

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 •

MS Microcaps LLC

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 •

MS Microcaps LLC

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