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[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
10
1
[NEW] Cliff Note #136: Mission-Critical Technology Leader Entering a Multi-Year Defense Tailwind
Multibagger Themes: Industry Leading Technology - Strong Defense Tailwinds- Operating Leverage - Strong Management
Feb 17
•
Diego La Torre
and
Maj Soueidan
11
Planting Seeds [Investment Process]
You don’t have to always go big
Dec 22, 2025
•
Maj Soueidan
6
6
Q3 2025 Earnings Review, a Walkthrough of Key Ideas From a Skull Session With Sebastian Krog
Some high-conviction ideas from the Q3 earnings season
Dec 2, 2025
•
GeoInvesting
and
Maj Soueidan
8
3
2
REPLAYS - October 2025 Starting Five Defense Virtual Conference
Links to each session...
Nov 1, 2025
•
MS Microcaps LLC
and
Maj Soueidan
2
Velo3D (NASDAQ:VELO) – Starting Five Defense Virtual Conference
Nov 1, 2025
•
MS Microcaps LLC
9
3
30:15
Firan Technology Group Corporation (TSX:FTG) (OTC:FTGFF) – Starting Five Defense Virtual Conference
Watch now |
Oct 31, 2025
•
MS Microcaps LLC
1
33:33
Haivision Systems Inc. (TSX:HAI) (OTC:HAIVF) – Starting Five Defense Virtual Conference
Watch now |
Oct 31, 2025
•
MS Microcaps LLC
2
34:12
Aluula Composites Inc. (TSXV:AUUA) (OTC:AUUAF) – Starting Five Defense Virtual Conference
Watch now |
Oct 31, 2025
•
MS Microcaps LLC
1
30:16
[Now Free] B.O.S. Better Online Solutions (NASDAQ:BOSC) – Starting Five Defense Virtual Conference
Watch now |
Oct 31, 2025
•
MS Microcaps LLC
31:37
IEH Corporation (OTC:IEHC) – Starting Five Defense Virtual Conference
Watch now |
Oct 31, 2025
•
MS Microcaps LLC
28:46
Intermap Technologies (TSX:IMP) (OTCQB:ITMSF) – Starting Five Defense Virtual Conference
Watch now |
Oct 31, 2025
•
MS Microcaps LLC
2
30:33
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