The microcap index focused on quality+value+momentum at growth inflection points (MSMqi) supported by Cliff Notes & tools: https://xitter.cf/t.co/xH7cRPUNOQ
Joined November 2023
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We're building a curated smaller-cap hunting ground, like no other, for serious investors who want more than just the next "pick." We're a little biased, but our Substack has become perfect place for quality focused investors/authors to hunt for ideas during market sloppiness, like what's currently going on in certain corners. Thanks for all the support that is making this possible. We won't let you down.
Our September letter is ready. Our Microcap Quality indexes include 153 stocks across two passive indexes to help you hunt for Cos. hitting multibagger markers:
•2025 Index: YTD 23.8% CAGR 34%
•2022 Index: YTD 26.4% CAGR 19.6%
•YTD NASDAQ, S&P, Russell 2K: 15.6% 12.1% 17.4%
Our Microcap Quality Index platform now has 175 stocks, giving us a diverse cross-section of businesses through which to follow major trends and uncover opportunities in companies many investors have never heard of. This is just a glimpse of what’s inside the index.
Our next Deep Dive Trends Report (picks & shovels series) is ready at our Substack, written by @GurkiratSpeca.
We explore the Battery Energy Storage Systems (BESS) theme, stocks playing in the industry’s lifecycle and how to spot where the higher probability opportunities sit.
“A stock in our Microcap Quality Index that’s trading 50% to 100% below fair value, and that’s before realizing comps were acquired at 2x+ current valuation. We also learned that a comp dropped out of two key markets. This investment process article was inspired by that company.”
mscliffnotes.substack.com/p/…
🏆 The Stock Picking Contest leaderboard is LIVE!
Current Top 10:
🥇 MitchMcBroom | belzebu14 | @WestCapGrp | @DillerJeremy | MikeHorn | @sdrinkingmiller | @adamturner21 | @twoparadox | @paneless1 | @shantaram83
Pre-register for phase 2 or view rankings: investingcontest.net/
$MG Tenure in the MSMqi ends after agreeing to get acquired for $20.35 - up 167% since being added to index in 2024. Becomes the 12 stock acquired since the launch of the MSMqi in 2022 - and the 2nd in 2026 ( $SECU.V ).
$MG Agrees to be acquired for $20.35. Not a fantastic premium, but still tacks on additional return from the publication of MGs first Delta Sheet. Validates that Delta Sheets can be a tool to help uncover alpha for stock pickers that still do deep research.
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The 17th Spotlight Stock from our Microcap Quality Index has been chosen. Our Spotlight index is just off its highs - at a CAGR of 30%. We expect this selection to be highly additive.💪The crazy thing about the Index is that it’s passive. Link in Bio, then go to “Spotlight”
During the Summer Virtual Conference, $RFIL CEO Robert Dawson discussed how the company has reduced its reliance on cyclical carrier capex and positioned itself for more durable infrastructure demand.
Network densification is the bigger long-term theme. mscliffnotes.substack.com/p/…
This is most important part of $RFIL strong earnings report this morning and what currently sets it apart from $OCC - less reliance on legacy, cyclical telecom.
"While the wireless carrier ecosystem will always be very important to us, we have materially reduced our historical reliance on the cyclical carrier capex spending through product innovation, strategic diversification, and go-to-market execution."
$CDTI is getting close to joining the 500% club in our MSMqi, joining another unexpected illiquid performer, $BDCO - Originally added to the Index due to the great InfoArb work by @ChickenReaper
$ALCH.V recently signed a development agreement to integrate Crypsis into Canadian defence textiles.
CEO Khanjan Desai explains the model: partners fund integration, while Alchemy supplies nanoparticles and earns licensing fees.
Full presentation: mscliffnotes.substack.com/p/…
$URLOF $URL.CN reported a strong Q2 with record Q2 bookings, up 40.7%.
CEO Paul Andreola explains why cash flow is key to understanding NameSilo’s domain business, where customers pay upfront and revenue is recognized over time.
Full presentation: mscliffnotes.substack.com/p/…