Microcap Investing Cliff Notes

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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…
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MS Microcaps LLC
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New Data Center Infrastructure Stock: Cliff Note 115 (Elevator Pitch)
Trying to go 4 for 4 on Data Center Theme
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Maj Soueidan
Cliff Note #114 elevator pitch
Still working on the full note, but I wanted to get this out before Q1 earnings today...
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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
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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…
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MS Microcaps LLC
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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.
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MS Microcaps LLC
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…
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MS Microcaps LLC
Cliff Note Quality Index Review #3
Maj reviews the 110 stocks in our Quality Stock index to identify timely “Buy The Dip” opportunities…
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MS Microcaps LLC
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2:01:23
Cliff Note #110
Multibagger Themes: Space Technology - Niche Player - 12% Industry Growth Rate - About To Turn Profitable
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MS Microcaps LLC
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Best In-Class Technology Sets Up Company To Inflect To Profitability In 2025.
Cliff Note #109: Multi-Bagger Themes: Clear Industry Leader - Becomes Well Capitalized - More Revenue From Industry Leading Customers - Expands…
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MS Microcaps LLC
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Environmental Treatment Company Unlocks Hidden Value In Under Capitalized Acquisition By Doubling Manufacturing Capacity
Cliff Note #108 [Brief] Multi-Bagger Themes: Geographic Expansion - Broader Product Offering - Market Expansion - Faster Contract Wins - Improved…
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MS Microcaps LLC
Cliff Note #107 Brief
We are sharing our initial research into a stock that recently slid 45% to a missing revenue estimates. We believe this is an overreaction and that…
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MS Microcaps LLC
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