MS Microcaps LLC
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Microcap Investing Cliff Notes
We share research on the best microcaps and manage our Tier One Quality Index.
12 posts · theirs
Lately
Cliff Note #151: A Nasdaq Microcap Holding 81% of Its Market Cap in Cash, Zero Debt and Peer-Beating Margins
[Cliff Note #150]: A Defense-Components Micro-Cap at a Margin Inflection, With a Loss-Making Segment About to Flip
Picks & Shovels #2: The Munitions-Replenishment Supercycle
Weekly Update #28: Defense Momentum at $CVU & $ISSC, Plus Risk Comes Off the Table at $MDP.TO
Cliff Note #148: 25%+ Growth Defense Microcap Still Trading at 12x Earnings
Picks & Shovels #1: The Great Pharma Reshoring
July 2026 MSMqi Monthly Update: MSMqi 2025 Index Falls 3.00%; CAGR Still At 34%
Weekly Stat Review: Weekly Winners, Losers and 52W Highs and Lows [Week 14]
The Danger of Winning With the Wrong Process
Summer 2026 Virtual Conference Replay Summary
Summer 2026 Conference Pitch by Maj Soueidan
Summer 2026 Conference Pitch by Lee Roach
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