MSmicrocaps (@msmicrocaps) 's Twitter Profile
MSmicrocaps

@msmicrocaps

The only microcap index focusing on quality+value+momentum at growth inflection points, supported by Cliff Notes & tools. mscliffnotes.substack.com

ID: 1723035988165869568

calendar_today10-11-2023 17:52:53

508 Tweet

1,1K Followers

50 Following

Mike (@mike10947310) 's Twitter Profile Photo

For those wondering my thoughts on $TGEN I defer to Maj Soueidan :) ““As I mentioned during the forum, TGEN’s future likely hinges on how Vertiv decides to position and push Tecogen’s offerings. If Vertiv aggressively markets the solution, the leverage could be huge. Even

MSmicrocaps (@msmicrocaps) 's Twitter Profile Photo

Here’s a return update on our Sunday journal research pipeline posts (started in late May 2025) on stocks we’re monitoring to potentially add to the MSMqi to give our awesome subscribers an earlier peek into our research process. Let’s crush it today! Yellowbrick Investing 👇

Here’s a return update on our Sunday journal research pipeline posts (started in late May 2025) on stocks we’re monitoring to potentially add to the MSMqi to give our awesome subscribers an earlier peek into our research process. Let’s crush it today! <a href="/joinyellowbrick/">Yellowbrick Investing</a> 👇
Kyle Adams (@kyleadamsstocks) 's Twitter Profile Photo

The $BOF thesis is playing out right now, and I think there is tremendous upside still if they can execute well, and achieve cash flow quickly. They just announced a big expansion with Walmart to be in 3,945 stores for their Brussels Sprouts, and now the New Cinnamon Sweet

The $BOF thesis is playing out right now, and I think there is tremendous upside still if they can execute well, and achieve cash flow quickly. 

They just announced a big expansion with Walmart to be in 3,945 stores for their Brussels Sprouts, and now the New Cinnamon Sweet
MSmicrocaps (@msmicrocaps) 's Twitter Profile Photo

We’re thinking of adding our 10th stock to the MSMqi Spotlight Index. Even though the current returns of the stocks in the this Index are off their highs, we think we’re doing a decent job giving our subscribers chances. Regardless, volatility is your friend in microcaps.

We’re thinking of adding our 10th stock to the MSMqi Spotlight Index. Even though the current returns of the stocks in the this Index are off their highs, we think we’re doing a decent job giving our subscribers chances. Regardless, volatility is your friend in microcaps.
SimplicitasOpes (@simplicitasopes) 's Twitter Profile Photo

MSmicrocaps Sergi Mike FWIW, one of their longtime shareholders is on the CFO's case to develop better IR skills, there is pressure building to start acting like a public company. Feel free to send the CFO an email if you agree. As for fundamentals -- $OCC has the technical knowledge to produce high

MSmicrocaps (@msmicrocaps) 's Twitter Profile Photo

With $ACFN two day move of ~40%, the stock becomes the 52nd stock (out of 120) to join the MSMqi Multibagger Hall of Fame since we launched the index in February 2022. $ACFN was added to the MSMqi, along with a Cliff Note, in October 2024. Congrats to the longs.

With $ACFN two day move of ~40%, the stock becomes the 52nd stock (out of 120) to join the MSMqi Multibagger Hall of Fame since we launched the index in February 2022.

$ACFN was added to the MSMqi, along with a Cliff Note, in October 2024.

Congrats to the longs.
MSmicrocaps (@msmicrocaps) 's Twitter Profile Photo

In April 2025, we rebalanced our 2022 MSMqi for the first time. So far, it’s is off to a decent start, up 25.32%. Here are the top performers and some of the bottom performers. We like hunting among the bottom performers for potential hidden multibaggers. 🤤👇

In April 2025, we rebalanced our 2022 MSMqi for the first time. So far, it’s is off to a decent start, up 25.32%. Here are the top performers and some of the bottom performers. We like hunting among the bottom performers for potential hidden multibaggers. 🤤👇
MSmicrocaps (@msmicrocaps) 's Twitter Profile Photo

250 Cos. in 39 yrs? Peter Lynch did 1,400+ in 13. One made a deck. The other a 29% CAGR. Blackstone can spot trends. But if you’re chasing returns, the CAGR playground is microcaps. Finding what Blackstone can’t touch: under followed, misunderstood, unloved. But yes, nice deck.

MSmicrocaps (@msmicrocaps) 's Twitter Profile Photo

MSMqi stocks in the news today: $ARIS $FTEK $TGEN $ARIS Becomes 10th stock to be acquired after being added to the MSMqi. Not a huge return of 20%, but we’ll take it. app.microcapresearch.com/news-feed/6950… $FTEK rebounds from morning lows as #InfoArb on Q2 call has nice update on data center

MSmicrocaps (@msmicrocaps) 's Twitter Profile Photo

MSMqi top and bottom movers from last week: Earnings Reports $PSIX hits $121, intraday $WSTL +58% $EBS +45% $CPH.TO +28% $FTLF +16% on acquisition news $MUEL Closes at ATH.. Is run to $1K possible? And…. the bottom performers = $RCEL $TSSI $ACCMF $PMTS.

MSmicrocaps (@msmicrocaps) 's Twitter Profile Photo

Big news on MSqi holding $FSI. New Contract in their new growth driver business segment app.microcapresearch.com/news-feed/6972… Initial terms of the contract are not huge, at $6 million to $13 million, but the potential is very nice.👇 “Additional items in the contract include a five-year

GeoInvesting, LLC. (@geoinvesting) 's Twitter Profile Photo

$TGEN Q2 release key highlight: One LOI (6 chillers) + 2 very sizable bids in the hopper (60 to 100 chillers, each) app.microcapresearch.com/news-feed/6979…

$TGEN Q2 release key highlight:
One LOI (6 chillers) + 2 very sizable bids in the hopper (60 to 100 chillers, each)

app.microcapresearch.com/news-feed/6979…
GeoInvesting, LLC. (@geoinvesting) 's Twitter Profile Photo

Keeping this research thread going with key slides from our just completed August Open Forum Event. 🇺🇸 $TGEN $FTEK $PPIH $RFIL $FEIM $EACO $OCC $ACFN $MUEL $BWEN $CRAWA $TATT $SPOK $RCMT $DAIO $FULO $LEAT $IIIN $OPXS 🇨🇦 $URL.CN ( $URLOF) $RMB.V $FTG.TO ( $FTGFF) $NURS.V ( $HYDTF)

Keeping this research thread going with key slides from our just completed August Open Forum Event. 🇺🇸 $TGEN $FTEK $PPIH $RFIL $FEIM $EACO $OCC $ACFN $MUEL $BWEN $CRAWA $TATT $SPOK $RCMT $DAIO $FULO $LEAT $IIIN $OPXS 🇨🇦 $URL.CN ( $URLOF) $RMB.V $FTG.TO
( $FTGFF) $NURS.V ( $HYDTF)
MSmicrocaps (@msmicrocaps) 's Twitter Profile Photo

An excerpt from an investment process post Maj Soueidan just published yesterday… “This may seem corny or cliche.. but I’m still jotting it down in my personal journal 🤐 And please keep in mind, I’m not trying to come off as an expert or know it all. To be frank, through

GeoInvesting, LLC. (@geoinvesting) 's Twitter Profile Photo

Just closed Buy on Pullback model portfolio #13👉30%+ alpha over indexes. More proof to counter skeptics👉 There’s quality in microcaps + you can implement powerful short term strategies on fundamentals by using research to identify inflection points & information disconnects.

Just closed Buy on Pullback model portfolio #13👉30%+ alpha over indexes.  More proof to counter skeptics👉 There’s quality in microcaps + you can implement powerful short term strategies on fundamentals by using research to identify inflection points &amp; information disconnects.
Maj Soueidan (@majgeoinvesting) 's Twitter Profile Photo

I like to create a checklist of CEO background/strategy before I call a company. Here’s one for a stock I’m extremely excited to start digging into: ✅Investor👉to Board member👉to CEO. ✅Strong background in company’s industry. ✅Focused on the business, rather than

MSmicrocaps (@msmicrocaps) 's Twitter Profile Photo

MSMqi Spotlight Index Update. Number 10 & 11 additions help increase the average by 16% since July 22 to 47.92%. Goal of the index is to produce 50% returns in the short run and long-term Multibaggers. The index was launched in April 2024. 6 have reached 50% + 2 multibaggers.🤞

MSMqi Spotlight Index Update. Number 10 &amp; 11 additions help increase the average by 16% since July 22 to 47.92%. Goal of the index is to produce 50% returns in the short run and long-term Multibaggers. The index was launched in April 2024. 6 have reached 50% + 2 multibaggers.🤞