# conference day (blogs) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover conference day. Page: Feed: --- ## [Weekly Stat Review: Weekly Winners, Losers and 52W Highs and Lows \[Week 15\]](https://mscliffnotes.substack.com/p/weekly-stat-review-weekly-winners-4fd) _2026-08-22 · Maj Soueidan · Microcap Investing Cliff Notes_ Finding Multibaggers Using Momentum + Contrarian Approach ## [Cliff Note #151: A Nasdaq Microcap Holding 81% of Its Market Cap in Cash, Zero Debt and Peer-Beating Margins](https://mscliffnotes.substack.com/p/cliff-note-151-a-nasdaq-microcap) _2026-08-21 · Gurkirat · Microcap Investing Cliff Notes_ Multibagger Themes: Deep Value Below Net Cash – Best-in-Class Margins – Owner-Operator Alignment – Regional Moat ## [\[Cliff Note #150\]: A Defense-Components Micro-Cap at a Margin Inflection, With a Loss-Making Segment About to Flip](https://mscliffnotes.substack.com/p/research-pipeline-session-21-a-defense) _2026-08-20 · Diego La Torre · Microcap Investing Cliff Notes_ Margin Inflection – Record Backlog Visibility – Segment Turnaround – Defense Tailwinds – Serial-Acquirer Optionality ## [Picks & Shovels #2: The Munitions-Replenishment Supercycle](https://mscliffnotes.substack.com/p/picks-and-shovels-2-the-munitions) _2026-08-19 · Diego La Torre · Microcap Investing Cliff Notes_ A $1.5-trillion Defense Budget and Empty Missile Stockpiles are Rebuilding the U.S. Arsenal ## [Weekly Update #28: Defense Momentum at $CVU & $ISSC, Plus Risk Comes Off the Table at $MDP.TO](https://mscliffnotes.substack.com/p/weekly-update-28-defense-momentum) _2026-08-18 · Diego La Torre · Microcap Investing Cliff Notes_ Week Ending 08/16/26: $CVU, $ISSC, $MDP.TO, $MFCO, $ROMJ.V, $FSI, $LEAT & Others ## [Cliff Note #148: 25%+ Growth Defense Microcap Still Trading at 12x Earnings](https://mscliffnotes.substack.com/p/cliff-note-148-25-growth-defense) _2026-08-18 · Diego La Torre · Microcap Investing Cliff Notes_ GARP - Defense Tailwinds - Operating Leverage - Growing Backlog - Strong Management ## [Picks & Shovels #1: The Great Pharma Reshoring](https://mscliffnotes.substack.com/p/picks-and-shovels-1-the-great-pharma) _2026-08-17 · Diego La Torre · Microcap Investing Cliff Notes_ A $500 billion wave is reshoring U.S. pharmaceutical manufacturing. ## [July 2026 MSMqi Monthly Update: MSMqi 2025 Index Falls 3.00%; CAGR Still At 34%](https://mscliffnotes.substack.com/p/july-2026-msmqi-monthly-update-msmqi) _2026-08-16 · MS Microcaps LLC · Microcap Investing Cliff Notes_ A weaker month for MSMqi, with several standout winners despite the broader pullback ## [Weekly Stat Review: Weekly Winners, Losers and 52W Highs and Lows \[Week 14\]](https://mscliffnotes.substack.com/p/weekly-stat-review-weekly-winners-4cd) _2026-08-14 · Maj Soueidan · Microcap Investing Cliff Notes_ Finding Multibaggers Using Momentum + Contrarian Approach ## [The Danger of Winning With the Wrong Process](https://mscliffnotes.substack.com/p/the-danger-of-winning-with-the-wrong) _2026-08-11 · Maj Soueidan · Microcap Investing Cliff Notes_ The trend is not always your friend ## [profullstack on Ko‑fi (Sponsored)](https://crawlproof.com/a/IUdXeDahShKg) _2026-08-11 · **Sponsored**_ Open the creator's Ko‑fi page. ## [Summer 2026 Virtual Conference Replay Summary](https://mscliffnotes.substack.com/p/summer-2026-virtual-conference-replay) _2026-08-11 · MS Microcaps LLC · Microcap Investing Cliff Notes_ Investor Pitches, AI Roundtable, Company Presentations ## [Summer 2026 Conference Pitch by Maj Soueidan](https://mscliffnotes.substack.com/p/summer-2026-conference-pitch-by-maj) _2026-08-11 · MS Microcaps LLC · Microcap Investing Cliff Notes_ A specialty communications equipment company is emerging from a multi-year turnaround, with improving margins and potential upside from cooling, defense, and data-center applications [Listen](https://api.substack.com/feed/podcast/210614126/29e4e233c1cf49e499ec21286132937a.mp3) ## [Summer 2026 Conference Pitch by Lee Roach](https://mscliffnotes.substack.com/p/summer-2026-conference-pitch-by-lee) _2026-08-11 · MS Microcaps LLC · Microcap Investing Cliff Notes_ An aerospace and defense supplier is benefiting from rising backlog, expanding margins, and new aircraft-modification opportunities, with a potential casino divestiture offering additional optionality [Listen](https://api.substack.com/feed/podcast/210613786/a6a605c04ce0a4fdf72da1dd4d968191.mp3) ## [Dreams are real, so chase them](http://anweshadas.in/dreams-are-real-so-chase-them/) _2026-07-02 · Anwesha Das · Law Explained India_ A Mortgage lawyer had dream to work full time in technology and policy, The journey started long ago with a new mum reading "Intellectual Property and Open Source: A Practical Guide to Protecting Code" by Van Lindberg, to her keep entertained during breastfeeding sessions.Then from meaning of ## [CRA Stewarship in Ansible project](http://anweshadas.in/cra-stewarship-in-ansible-project/) _2026-06-30 · Anwesha Das · Law Explained India_ CRA, EU Cyber Resilience Act, has stirred a lot of discussion in the Open Source Communities. Will my project be usable in EU anymore? What are my responsibilities as a developer of open source software? My software is shipped with a commercial software, does it make me a manufacturer? Open ## [Building CalledUp: Using AI to Ship a Real Product Without Losing the Plot](https://mckerlie.com/posts/building-calledup-using-ai-to-ship-a-real-product-without-losing-the-plot/) _2026-06-04 · Adam McKerlie_ How I built CalledUp, a baseball and softball team management app, using AI in a sustainable way, starting features on my phone at the ball diamond and finishing them at home. A practical look for engineers who want to build real things. ## [Swedish OSPO Network Workshop 9: OpenChain in Practice](http://anweshadas.in/swedish-ospo-network-workshop-9-openchain-in-practice/) _2026-05-25 · Anwesha Das · Law Explained India_ There are 3 pillars of the open source ecosystem, tecnhnology, community and legal It is important to think beyond code -- beyond the pull requests and CI pipelines -- and into the broader questions of how we build, share, and sustain open source software together. The ninth Swedish OSPO Network ## [ssh version output in stderr](http://anweshadas.in/ssh-version-output-in-stderr/) _2025-10-12 · Anwesha Das · Law Explained India_ Generally Linux commands print their version on stdout , for example git --version or python --version . But not ssh . ssh -V prints output to stderr . To test it you can do the following: git version on stdout \> git --version 2\> error 1\> output \> cat output git version ## [Joy of automation](http://anweshadas.in/joy-of-automation/) _2025-07-27 · Anwesha Das · Law Explained India_ After 145+ commits spread over multiple PRs , 450+ conversations and feedback, and accountable communication via several different communication mediums spanning over 2 years, the Ansible Release Management is finally completely automated, using GitHub Actions. When I joined Red Hat in November 2022, I was tasked with releasing the Ansible Community ## [Creating Pull request with GitHub Action](http://anweshadas.in/creating-pull-request-with-github-action/) _2025-07-06 · Anwesha Das · Law Explained India_ --- name: Testing Gha on: workflow\_dispatch: inputs: GIT\_BRANCH: description: The git branch to be worked on required: true jobs: test-pr-creation: name: Creates test PR runs-on: ubuntu-latest permissions: pull-requests: write contents: write env: GIT\_BRANCH: ${{ inputs.GIT\_BRANCH }} steps: - uses: actions/checkout@v4 - name: Updates README run: ## [Ship everywhere from one CLI (Sponsored)](https://crawlproof.com/a/vwocSLBIvFEy) _2025-07-06 · **Sponsored**_ One codebase, hosted runners, encrypted credentials, and automated submissions across stores ## [PyCon Lithuania, 2025](http://anweshadas.in/pycon-lithuania-2025/) _2025-04-30 · Anwesha Das · Law Explained India_ Each year, I try to experience a new PyCon. 2025, PyCon Lithuania was added to my PyCon calendar. Day before the conference What makes this PyCon, is that we were traveling there as a family and the conference days coincided with the Easter holidays. We utilized that to explore the ## [Keynote at PyLadiesCon!](http://anweshadas.in/pyladiescon-keynote/) _2024-11-29 · Anwesha Das · Law Explained India_ Since the very inception of my journey in Python and PyLadies , I have always thought of having a PyLadies Conference, a celebration of PyLadies. There were conversations here and there, but nothing was fruitful then. In 2023, Mariatta , Cheuk , Maria Jose , and many more PyLadies volunteers around the globe made