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Research Journal - Our most interesting stocks to watch from 1000s of stocks in our research pipeline, but not yet qualified to be in the MSMqi.
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Research Pipeline Session #21: A Defense-Components Micro-Cap at a Margin Inflection, With a Loss-Making Segment About to Flip
Margin Inflection – Record Backlog Visibility – Segment Turnaround – Defense Tailwinds – Serial-Acquirer Optionality
Jun 9
•
Diego La Torre
and
Maj Soueidan
7
Research Pipeline Session #20: A Mispriced Industrial With an Unrecognized AI Business
An Industrial wrapper hides a capital-light, 50%-growth data center component business
Jun 3
•
Diego La Torre
and
Maj Soueidan
5
1
Research Pipeline Session #19 : A Cash-Rich Industrial Quietly Pivoting Toward AI
Three reasons to watch an underfollowed industrial turnaround, and one reason to be patient on entry
May 8
•
Diego La Torre
and
Maj Soueidan
5
Research Pipeline Session #18: A Special Situation With A Value + Growth Anchor
Sum of the Parts Valuation Offering downside protection + Free Core Business
Apr 30
•
Maj Soueidan
1
Research Pipeline Session #17: A Boring AI Stock That's Building Hyperscaler Data Centers
A $24B pipeline, and AI exposure trading at construction-company multiples.
Apr 30
•
Diego La Torre
and
Maj Soueidan
6
1
Research Pipeline Session #16: A Microcap with 50% Insider Ownership Tripling Retail Footprint
Two new retail partnerships. One is already in the numbers. The other just launched.
Apr 8
•
Diego La Torre
and
Maj Soueidan
9
Research Pipeline Session #15: 2 Transformative Acquisitions, and an EBITDA inflection
Two acquisitions, one automation platform, and a 12-month window to prove the thesis.
Apr 7
•
Diego La Torre
and
Maj Soueidan
8
Research Pipeline Session #14: One Drug, One Side Effect Nobody Else Is Solving
One FDA-approved drug, a market ten times larger than the original label
Mar 19
•
Diego La Torre
and
Maj Soueidan
5
Research Pipeline Session #13: A Company with a Hidden Asset that could be worth more than its EV
One property could be worth the entire market cap. The rest is free.
Mar 16
•
Diego La Torre
and
Maj Soueidan
4
1
Research Pipeline Session #12: Two Stocks, A Network Infrastructure and A Profitable Cannabis Company.
We share research on the best microcaps and manage our Tier One Quality Index.
Mar 1
•
Maj Soueidan
6
3
[Turnarounds] Research Pipeline Session #11: An Animal Health and A Beverage Company
Focusing on High Value Customers and Profitable Segments.
Jan 21
•
Diego La Torre
4
Research Pipeline Session #10: After Years Of Being a Dumpster Fire, This Small Defense Contractor Might Finally Be On The Cusp Of Growth…
We share research on the best microcaps and manage our Tier One Quality Index.
Jan 13
•
Diego La Torre
and
Maj Soueidan
7
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