@MSmicrocaps MSmicrocapsMSmicrocaps posts on X about stocks, ceo, $tssi, performance the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 47.17% stocks 10.38% cryptocurrencies 10.38% technology brands 2.83% exchanges 1.89% social networks 0.94% countries 0.94%
Social topic influence stocks 27.36%, ceo 16.98%, $tssi 10.38%, performance 9.43%, $tgen 7.55%, strong 6.6%, business 6.6%, $hmdpf 5.66%, if you 4.72%, $iehc 4.72%
Top accounts mentioned or mentioned by @majgeoinvesting @jansvenda @mike10947310 @microcaphound @rtelfordinvest @shantaram83 @sebkrog @valuespotlight @ifbpodcast @kyleadamsstocks @stockspinoffss @geoinvesting @atriumresearch @nickcortellucci @atriumresearchs @diegolatorre @intelligentcm @youtube @onedayyoumay86 @porkchops80
Top assets mentioned Polkadex (PDEX) Data Lake (LAKE) Vertiv Holdings Co (VRT) Velo (VELO) Morpheus Infrastructure Node (MIND) Netflix Inc (NFLX) Walmart, Inc. (WMT) Monster Beverage Corp (MNST) Marpai, Inc. (MRAI)
Top posts by engagements in the last [--] hours
"When you inform a microcap hater that $NFLX $WMT and $MNST were once microcaps"
X Link 2024-07-21T11:03Z [----] followers, [---] engagements
"MSMqi (97 stocks) Key highlights of the Week: $CVALF $COV.TO Great earnings $PYFRF $PAY.TO Finally reaches positive return $INXSF $INX.V Earnings disappoint $HROW 33rd multibagger $PPHI late Friday surge on $45M contract. Is value trap status changing Original Cliff Note👇"
X Link 2024-08-24T14:08Z [----] followers, [----] engagements
"So far we heard stories from the management teams of $MRAI $HQI $USAQ $ACCS $BOF Don't miss today's lineup - Let us know if you are interested: On deck today: 🔹 10:30 AM $FPAY uss Heiser CEO 🔹 11:30 AM $CCEL David Portnoy CEO 🔹 12:30 PM $IEHC David Offerman CEO 🔹 1:30 PM $INXSF $INX.V Cameron Watt CEO 🔹 2:30 PM $LAKE im Jenkins CEO & Roager Shannon CFO 🔹 3:15 PM Closing Remarks Maj Soueidan Event Host Founder (@majgeoinvesting) http://www.lakeland.com http://www.intouchinsight.com http://www.iehcorp.com http://www.cryo-cell.com http://www.flexshopper.com"
X Link 2025-03-05T15:34Z [----] followers, [----] engagements
"Velo3D's ( $VELO) Arun Jeldi CEO now presenting at our our and @Atrium_Research's Starting Five Defense Live Virtual Conference - discusses history and differentiation from other metal 3D printing OEMs. Live now and replays will be available https://msmicrocaps.com/msm-conference-october-2025/ https://msmicrocaps.com/msm-conference-october-2025/"
X Link 2025-10-27T17:35Z [----] followers, [----] engagements
"Given the bit of market turmoil & that the Q3 earnings season is now over we think its a good time to highlight opportunities in certain stocks in our coverage universe. @Diego_La_Torre_ helps break down [--] stocks including $FEIM $REOP $KLNG $OPXS https://mscliffnotes.substack.com/p/20-underfollowed-stocks-from-our https://mscliffnotes.substack.com/p/20-underfollowed-stocks-from-our"
X Link 2025-11-22T15:54Z [----] followers, [----] engagements
"News from our Microcap Quality Index over the past week: $AMNF: New CFO with operational and capital markets expertise $MG: Awarded services contract for Woodsides $17.5B Louisiana LNG project $DXPE: Refinanced debt and raised $205M to lower borrowing costs and support growth. $BLMWF $BLM.V: $5 million win for watertech solution and first recurring O&M Contracts in the Caribbean $PDEX: Contract extension with largest customer and minimum purchase volumes $NTWK: $50 million four-year contract extension with tier-one global auto captive $LAKE: Awarded fire equipment tender by Argentinas"
X Link 2025-12-22T14:14Z [----] followers, [----] engagements
"Stocks from the MSMqi hitting [--] & [--] months highs today. $FTGFF $FTG.TO Aerospace $DERM Pharma New product catalyst $AEGXF $ARE Infrastructure low margin product drag about to end $RMCF Is the turnaround real $OGD.TO Pick & Shovel mining play https://mscliffnotes.substack.com/p/msmqi-dashboard https://mscliffnotes.substack.com/p/msmqi-dashboard"
X Link 2026-01-23T21:21Z [----] followers, [---] engagements
"Added stock #134 to our microcap quality index with a Cliff Note. No need to be a software expert to surmise that a stock with a P/E of 5x & 30% EPS growth is intriguing especially if early research shows that AI software influence on its biz may be a tailwind vs. Armageddon"
X Link 2026-02-06T13:50Z [----] followers, [---] engagements
"@shantaram83 @YouTube Nice video. Interesting comp for $FEIM"
X Link 2026-02-07T09:36Z [----] followers, [---] engagements
"It seems like $RELL is back in the discussion. To help you with your research here is the latest earnings call vs. press release review. It also includes positive and negative insights from the earnings call. https://deltasheets.substack.com/p/rell-fy2026-q2utm_source=publication-search https://deltasheets.substack.com/p/rell-fy2026-q2utm_source=publication-search"
X Link 2026-02-11T18:35Z [----] followers, [----] engagements
"MSMqi holding $PDEX ripping 48% on strong Q1 [----] EPS. Just love shareholder letters from old school microcap companies. #InfoArb Insights into facility expansion found by @JanSvenda highlighted in our October [--] [----] update telegraphed this. https://mscliffnotes.substack.com/p/two-new-multi-baggersutm_source=publication-search https://mscliffnotes.substack.com/p/two-new-multi-baggersutm_source=publication-search"
X Link 2024-10-31T20:58Z [----] followers, [----] engagements
"$FEIM is exactly why we love investing in certain top-tier quality project based companies. Contract delays or even very short term pauses in order momentum tends to cause irrational selling creating golden opportunities to add to or establish positions in companies that have Megabagger potential. The ultimate transfer of wealth. The same thing happened to $FEIM when it went from $10 to $8.00 on a very temporary basis not too long ago right before its move to over $20. The stock still remains a very high conviction choice in our MSMqi"
X Link 2025-07-11T21:53Z [----] followers, [----] engagements
"Continuing with clip rewinds & the defense theme from our October [----] defense conference with $HAIVF $HAI.TO. Clip: $80M win with the U.S. Navy supplying advanced video processing and distribution systems across the surface combatant fleet.(Reported strong earnings yesterday). https://app.microcapresearch.com/news-feed/757983news=Haivision-Announces-Results-for-the-Three-Months-and-Full-Year-Ended-October-31-2025 If youre following $VELO and want to know if its got more upside after rising over 200% since October youll find the CEOs presentation at our October defense conference useful."
X Link 2026-01-16T13:29Z [----] followers, [----] engagements
"1/4 - Its official. We mailed payouts + extra bonuses to the top finishers from our inaugural 6-month $15K stock-picking contest. Congrats to the top finishers & thanks to everyone who took the time to play. $5000 @Onedayyoumay86 $3000 @porkchops80 $2000 @paneless1 $700👇 @LoanMe50Dollas @Fee_Films @DillerJeremy @Cutch22 @ShaiDardashti @carnesjon @Nak22 @Imperium1136 @shantaram83"
X Link 2026-02-04T18:17Z [----] followers, [----] engagements
"Todays gainers and losers from the microcap quality index (MSMqi). Some of the more interesting names are highlighted in yellow: $MITK $RCEL $BOF $PXHI $MUEL $RMCF $CMT $TTZ.V ( $TTLTF) $BIRDF ( $BDT.TO) https://mscliffnotes.substack.com/p/msmqi-dashboard https://mscliffnotes.substack.com/p/msmqi-dashboard"
X Link 2026-02-13T21:16Z [----] followers, [----] engagements
"We focus hard on identifying stocks to add to our microcap quality index that are meeting characteristics on our MultiBagger checklist. Yesterdays Q4 earnings call excerpt from $RFIL (index holding) explains thisbeautifully: https://app.microcapresearch.com/news-feed/757939news=RF-Industries-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results https://app.microcapresearch.com/news-feed/757939news=RF-Industries-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results"
X Link 2026-01-16T14:23Z [----] followers, [----] engagements
"Clip rewind #4 $IEHC (staying with the satellite theme from our October defense conference). $IEHC connectors are used across satellite platforms including GPS satellites as well as airborne radar and other aerospace systems primarily in mission-critical applications. Full Video Here: https://mscliffnotes.substack.com/p/ieh-corporation-otciehc-starting October Conference Defense Clip Rewind #3: $CMI.V$CYSNF About portable carbon-fiber satellite antenna designed for rapid deploymentenabling connectivity in minutes used primarily for cellular backhaul & emergency communications. Full"
X Link 2026-01-20T16:36Z [----] followers, [----] engagements
"Some decent updates on stocks in the MSMqi today: $IDXG : +43% move on strong preliminary Q4 [----] numbers and [----] guidance $RFIL: +16%; Surprisingly strong continued reaction to Q4 numbers. Becomes the 65th multibagger in the MSMqi $ASYS: Remains firmly in the +300% MSMqi club"
X Link 2026-01-20T21:14Z [----] followers, [---] engagements
"Clip rewind #5 from our October defense conference: $FTG.TO $FTGFF (one of our Faves) CEO explains what came with the FLYGHT acquisition (SATCOM radio used on commercial aircraft) and how it expands relationship with Airbus $AIR.PA. Full Video Here: https://mscliffnotes.substack.com/p/firan-technology-group-corporation Clip rewind #4 $IEHC (staying with the satellite theme from our October defense conference). $IEHC connectors are used across satellite platforms including GPS satellites as well as airborne radar and other aerospace systems primarily in mission-critical applications. Full"
X Link 2026-01-27T17:17Z [----] followers, [----] engagements
"Cliff Note #110 has been published. Excerpt: We are excited to introduce a new stock to our index. This space equipment and data services company is on the verge of being profitable. While the company has turned EBITDA positive it is still lost money on a net income basis as of [----]. So it doesnt screen well. However the company is on track to be solidly profitable in [----] for the first time. This means that more investors will find the company moving through [----]. Shares currently trade at a low P/E on [----] earnings per share estimates especially given the strong growth dynamics in the"
X Link 2025-03-25T18:41Z [----] followers, [----] engagements
"Investing in microcaps doesnt have to be complicated. Per @jposhaughnessy youre already getting an 8% long-term advantage by investing in the lowest decile of market-caps vs. the largest. Now imagine having a diversified portfolio across some of the most promising microcaps"
X Link 2024-03-04T01:42Z [----] followers, [----] engagements
"Crazy proud of the MSM team @JanSvenda & @MicroCapHound for their hard work over the last two years in creating something special a movement to show that quality exists in microcaps. $HMDPF Hammond Power leads the Index +700% Cliff Note #20 added in June 2022@ $13.36"
X Link 2024-03-28T19:21Z [----] followers, [----] engagements
"Monthly performance chart. On average the MSM Quality index started [--] yrs. ago rose 42.48% by the end of March & posted an average gain of about 6.81% for the month. SPY rose 3.9% (including dividends) for the month. This builds on the previous months momo. More stats coming"
X Link 2024-04-01T22:36Z [----] followers, [----] engagements
"We just went through all [--] stocks in our MSM Quality Index and asked ourselves this question: If there was one stock to own in this index which one would it be thats getting little respect We did our best to choose this Spotlight of the month. (Even told my mom to buy it)😬 Monthly performance chart. On average the MSM Quality index started [--] yrs. ago rose 42.48% by the end of March & posted an average gain of about 6.81% for the month. SPY rose 3.9% (including dividends) for the month. This builds on the previous months momo. More stats coming. https://t.co/6h6TMF3YOR Monthly performance"
X Link 2024-04-03T22:22Z [----] followers, [----] engagements
"Been doing research all day to find the next of batch of stocks that will qualify to be added to the MSM Quality Index. Absolutely incredible how many microcaps have a delayed reaction to good news especially when its buried in earnings call transcripts"
X Link 2024-04-07T02:24Z [----] followers, [----] engagements
"Investors still chasing the futile MEME millionaire dream are missing the potential to build wealth in the new bull market for the next decade -still ignored by most: Microcap: GARP/Value/Growth. Stocks like $HMDPF $FTLF $MITK $FTG.TO $DRX.TO $FEIM All in our MSM Quality Index"
X Link 2024-04-15T18:57Z [----] followers, [----] engagements
"$TSSICliff Note #84: New passage in [----] 10K: Believes well be able to generate sufficient cash flows/liquidity as weve been able to grow rev. & backlog & seen improvements in supply chain. We believe well continue to be profitable quarterly & annually in [--] & beyond &👇"
X Link 2024-04-23T15:45Z [----] followers, [----] engagements
"$DRX.TO $ADFJF - 25th Index holding (out of 89) to make our multibagger Hall of Fame. MSM Quality Index is at an all time high multibagger hit rate: 28%. Fairly confident well breach a hit rate of 50% even as we add more stocks. At least thats the goal. MSM Quality Index holding $ADFJF $DRX.TO reports lights out Q4. Return while in Index: 49% Each Index holding includes a Cliff Note & is tracked for performance. Stocks must meet quantitative & qualitative factors. MSM: -Momentum -Sustainability of business -Microcaps https://t.co/QX4MOmPunA MSM Quality Index holding $ADFJF $DRX.TO reports"
X Link 2024-04-23T18:59Z [----] followers, [----] engagements
"Freaking crazy. Going through the [--] MSM Quality index holdings to find spotlight #2 selection. Need to verify numbers but heres what we have so far. Up 170% but still: *200% below cash *30% below tangible book *P/E of 3x to 5x vs. 10x comps *Under penetrated market presence"
X Link 2024-04-24T20:46Z [----] followers, [----] engagements
"Great job on $SGRP writeup. Thesis laid out clearly and concisely. FYI. we connected them with a company in the same.ish biz. 🤞 New write up: Spar Group $SGRP sold its joint venture partnerships and now trades at less than 3.5x EV/EBITDA or less than 7x EV/FCF. To sum it up: - Cheap Valuation - Buyback program authorized (10% of all shares) - Gross Margins improvements Link in my Bio. https://t.co/hv9FkqtNsz New write up: Spar Group $SGRP sold its joint venture partnerships and now trades at less than 3.5x EV/EBITDA or less than 7x EV/FCF. To sum it up: - Cheap Valuation - Buyback program"
X Link 2024-04-28T16:18Z [----] followers, [----] engagements
"2 more stocks in our MSMqi (90 stocks) join the multi-bagger Hall of Fame. $BLBD +27% today; +123% since added to the Index in June [----]. $BTQNF $BQE.V +100.5% since added to the Index in Sept. [----]. Multi-bagger hit rate now 30%. Still short of our 50% goal. $DRX.TO $ADFJF - 25th Index holding (out of 89) to make our multibagger Hall of Fame. MSM Quality Index is at an all time high multibagger hit rate: 28%. Fairly confident well breach a hit rate of 50% even as we add more stocks. At least thats the goal. $DRX.TO $ADFJF - 25th Index holding (out of 89) to make our multibagger Hall of Fame."
X Link 2024-05-09T16:09Z [----] followers, [----] engagements
"He did Twice. once around [--] cents shortly after being appointed CEO and once after fantastic Q4 results around [--] cents when no one cared. Now a few weeks later everybody cares at $2.20. $TSSI A Form [--] from $TSSI insiders would be icing on the cake yuge. Come on show us your conviction #DarryllDewan A Form [--] from $TSSI insiders would be icing on the cake yuge. Come on show us your conviction #DarryllDewan"
X Link 2024-05-29T23:40Z [----] followers, [----] engagements
"Inaugural Starting [--] (BETA)- This Wednesday. Exciting Line-up from the MSMqi $LAKE $FACO $MOJO $FTLF Investor Spotlight: @SebKrog Quality over Quantity. M = Momentum in Price S = Sustainability of business M = Microcap Edge @majgeoinvesting @JanSvenda https://msmicrocaps.com/starting-5-2024/ https://msmicrocaps.com/starting-5-2024/"
X Link 2024-06-10T23:31Z [----] followers, 14K engagements
"Currently drilling down on this: "280% Upside In This Beaten Up Staffing Company That Sends Clear Signal That The Worst Is Over." Will take me a few days and will have to interview management but looks promising so far. Crossing fingers. The hidden clues arent so hidden :) "
X Link 2024-06-15T20:46Z [----] followers, [----] engagements
"Three cliff notes coming up. Night is just getting started"
X Link 2024-06-21T03:04Z [----] followers, [---] engagements
"Notable MSMqi Earnings Report Highlight of the day: $CANOF $CNO.V CliffNote #76 Return since added to Index: 42% *Q4 adjusted sales increase 171%. *Expects record revenue and profits in Q1 [----]. *Consistent profitability should be around the corner. The pitch👇"
X Link 2024-06-28T16:13Z [----] followers, [----] engagements
"@Mike10947310 Agree $TSSI stock move should have nothing to do with $DELL share performance. The criticism over $DELL is the margins they earned on Q1 AI server sales. However the real number relevant to $TSSI is the crazy amount of servers sold. Why Because TSSI does the integration"
X Link 2024-07-03T22:44Z [----] followers, [----] engagements
"$CSPI morning PR explained how it can mitigate $CRWD like disasters. We discussed this in a morning update including more primary evidence that CSPI can work with CRWD or compete for its customers. DD continues. Full Disclosure: Added $CSPI to our MSMqi in 4/23. Its up 156%"
X Link 2024-07-22T19:21Z [----] followers, [----] engagements
"@Mike10947310 According to our conversation with the CEO of $TSSI power and storage are the next big areas to pay attention to. As far as storage goes $QBAK is an interesting little company we are following in our Index"
X Link 2024-07-24T02:53Z [----] followers, [----] engagements
"SPECIAL EVENT at 1:30PM est. to discuss $CPHRF $CPH.TO $89.95 Million Acquisition. Added to our MSMqi in Sept. [----]. With todays 30% increase and total return of 250% since added to the MSMqi the stock is comfortably in the top [--] best performer list in the MSMqi"
X Link 2024-07-29T16:54Z [----] followers, [----] engagements
"MS Microcap Quality Index highlight of the day: * $KLNG 92nd stock added to the Index (6/28/24) *Another fantastic quarter. *EPS of $0.08 vs. loss vs. $0.05 Sequentially. *Sales up 65%. *Run-rate P/E 4x😂 *Subsea industry (should gain steam). *Gets lost in todays market seoon"
X Link 2024-08-05T18:57Z [----] followers, [----] engagements
"MSMqi holding $TSSI steals the top index spot from $HMDPF. Heres our reflections on TSSIs breakout Q2 performance beyond the headline revenue number. The earnings call bullish indicators are plentiful. https://mscliffnotes.substack.com/p/q2-earnings-review-tssi https://mscliffnotes.substack.com/p/q2-earnings-review-tssi"
X Link 2024-08-15T16:17Z [----] followers, [----] engagements
"Performance Update - The MS Microcap Quality Index had another positive month in August up 5.13%. This came on heels of a record monthly move of 13.87% in July. Index has averaged 64.43% since inception in 2/22. Strong moves from $TSSI & $CPHRF / $CPH.TO https://mscliffnotes.substack.com/p/performance-update-augst-2024 https://mscliffnotes.substack.com/p/performance-update-augst-2024"
X Link 2024-09-02T16:33Z [----] followers, [----] engagements
"MSMqi (98 stocks) September Performance is in the books closing at new highs: *Average return of 67.89% since inception in Feb [----] is well above comps. *YTD Return: 39.06% vs. Microcap ETF 6.59% S&P 24.34% NASDAQ 23.04%. *Sept. Return: 3.46%. **Quality matters. Link in Bio"
X Link 2024-10-02T19:06Z [----] followers, [----] engagements
"Cliff Note #100: -Maintenance of energy assets. -50% recurring revenue. -New contract allowed us to build a model👉100% near term upside & long term multi-bagger. -Earnings call InfoArb. -Likely gets acquired. -New markets = new growth towards end of [----] extending EPS up cycle"
X Link 2024-10-12T20:16Z [----] followers, [----] engagements
"Solid October for the MSMqi (100 stocks): *YTD: +39.52% *4 New Mulitbaggers: $KLNG $PDEX $RCAT $AMNF *Mulitbagger Hit rate: Improves to 37% *Time To achieve Mulitbagger: [--] Months *2 New Cliff Notes - Recurring Rev Data Center & Infrastructure themes. https://mscliffnotes.substack.com/p/msmqi-monthly-performance-stock-review https://mscliffnotes.substack.com/p/msmqi-monthly-performance-stock-review"
X Link 2024-11-07T21:13Z [----] followers, [----] engagements
"Starting [--] Virtual #2 This Wednesday: * @ValueSpotlight @IFB_podcast * @RTelford_invest * @KyleAdamsStocks * @stockspinoffss * @majgeoinvesting Investment Journey/Process/Favorite Pitches. A Mix Of Nano-cap👉Small-cap 👉Special Situation Stock Pitches https://mscliffnotes.substack.com/publish/post/151501109 https://mscliffnotes.substack.com/publish/post/151501109"
X Link 2024-11-11T21:41Z [----] followers, 10.9K engagements
"We did not expect $RCAT to reach the top [--] performance list of the MSMqi (+360%). Was added to the index in [----] when we thought the company had a chance to reach profitability (yet to be achieved). Congrats to those who held on for the ride fueled by the big contract news"
X Link 2024-11-23T02:02Z [----] followers, [----] engagements
"If you followed/bought @RTelford_invest [--] microcap quant pitches at @MSmicrocaps 2nd Starting Five Virtual Conference you might be sitting on a gain of 32.6%. Perhaps a glimpse into why Ryan has achieved a 40% CAGR over the past [--] yrs. Well done Ryan https://mscliffnotes.substack.com/p/starting-five-2-conference-pitch https://mscliffnotes.substack.com/p/starting-five-2-conference-pitch"
X Link 2024-12-16T20:13Z [----] followers, [----] engagements
"Todays Movers from the MSMqi: KEQU $7.40 - No real news. Just people slowly finding out about the story. PSIX $6.79 - Rebounds from pullback; NASDAQ up-list. Also published Cliff Note #105. Amazing Information Arbitrage rarely seen. Hidden contract news🤫. Link in bio"
X Link 2024-12-24T19:01Z [----] followers, [----] engagements
"Todays MSMqi Highlight: * $LFVN (MSMqi holding #97). Added to the index in August [----]. *Cracks the Index top [--] list. *Up 155% since being added to the index. *Up 35% today on the heels of news about raising guidance due to success of new GLP-1 weight loss solution"
X Link 2025-01-08T15:55Z [----] followers, [----] engagements
"This software was codeveloped with @MicroCapHound. It aggregates press releases of Cos. under $2 billion marketcap with filters categories & search functions. The Q4 microcap earnings season is coming. Using this product will make your press release research more efficient. Big day for our team. Took longer than planned but a Press Release Research Platform we've been building is ready for testing. If reading releases is part of your research process this product fills a void. Feedback/wish-list appreciated. Go here free https://t.co/bo8YqROxBQ Big day for our team. Took longer than planned"
X Link 2025-02-04T19:53Z [----] followers, [----] engagements
"Were finally getting some nice pullbacks in quality microcaps as investors with weak hands sell their stocks on headlines. Its salivating watching stocks fall where you know with near certainty that these headlines have no relevance to short or long-term business goals"
X Link 2025-02-25T02:10Z [----] followers, [----] engagements
"Big news on MSMqi holding $TGEN. Inks sales & marketing agreement with $VRT for data center cooling applications. Huge #InfoArb as no press release been issued. Minimal references on social media. Only 8K: @GeoInvesting @majgeoinvesting @Mike10947310 https://www.otcmarkets.com/filing/htmlid=18243864&guid=JuB-kWOZB0q2dth https://www.otcmarkets.com/filing/htmlid=18243864&guid=JuB-kWOZB0q2dth"
X Link 2025-03-03T15:02Z [----] followers, 20.9K engagements
"🚀TODAYS THE DAY 🚀 The MS Microcaps Conference starts NOW [--] days [--] companies [--] expert speakers. Were LIVE Join the Session Now Looking forward to finding a $TSSI or $TGEN brewing before the masses find them :) InfoArb is our specialty. https://msmicrocaps.com/microcap-virtual-conference-march-2025/ https://msmicrocaps.com/microcap-virtual-conference-march-2025/"
X Link 2025-03-03T17:31Z [----] followers, 15.4K engagements
"$BOF CEO Eric Healy last guest of the day at our Virtual Conference. Great conversation so far as he elaborates on the different facets of the company's snack business partners and growth channels. https://msmicrocaps.com/microcap-virtual-conference-march-2025/ https://msmicrocaps.com/microcap-virtual-conference-march-2025/"
X Link 2025-03-04T19:55Z [----] followers, [---] engagements
"Yesterday we had Ed Gilmore (@elg) assist us w/breaking down the $USAQ story with the company CEO. Today (live now) Atrium Research (@Atrium_Research) is cohosting our discussions with $FPAY and $IEHC. Dont miss todays conference sessions - https://msmicrocaps.com/msm-conference-march-25-form/ https://msmicrocaps.com/msm-conference-march-25-form/"
X Link 2025-03-05T15:43Z [----] followers, [----] engagements
"$TGEN CEO is on the horn I was able to secure a surprise guest for the opening remarks on our conference today . CEO of $TGEN to discuss quickly discuss new marketing contract with $VRT. Starting starting now. I was able to secure a surprise guest for the opening remarks on our conference today . CEO of $TGEN to discuss quickly discuss new marketing contract with $VRT. Starting starting now"
X Link 2025-03-05T16:22Z [----] followers, [----] engagements
"Shout out to the $LAKE executive team for sharing their presentation during the last session of the day at our first multi-day Virtual Conference. Fire and Safety priorities in focus. Company stresses high margins and recurring revenue. @msmicrocaps closing out Day [--] of their March Virtual Conference with $LAKE's CEO Jim Jenkins and CFO Roger Shannon who are going to be digging into their specialty personal protective equipment and garments business through an investor presentation. https://t.co/N7nA04Mxve https://t.co/jUgl53BROc @msmicrocaps closing out Day [--] of their March Virtual"
X Link 2025-03-05T19:54Z [----] followers, [----] engagements
"Acquisitions discussed at length. $LAKE Shout out to the $LAKE executive team for sharing their presentation during the last session of the day at our first multi-day Virtual Conference. Fire and Safety priorities in focus. Company stresses high margins and recurring revenue. https://t.co/lb0wd0fxN9 Shout out to the $LAKE executive team for sharing their presentation during the last session of the day at our first multi-day Virtual Conference. Fire and Safety priorities in focus. Company stresses high margins and recurring revenue. https://t.co/lb0wd0fxN9"
X Link 2025-03-05T20:14Z [----] followers, [---] engagements
"Yesterday you saw sessions from $FPAY $CCEL $IEHC $INXSF $LAKE. If you are interested in attending let us know here: Today: 🔹 10:30 AM BluMetric Environmental Inc. $BLMWF Scott McFabe CEO & Dan Hilton CFO 🔹 11:30 AM MIND Technology Inc. $MIND Rob Capps CEO 🔹 12:30 PM Investor Insight Vanck Zhu Private Investor (@vanckzhu) 🔹 1:30 PM Data I/O Corp $DAIO Bill Wentworth CEO 🔹 2:30 PM QuickLogic Corporation $QUIK Brian Faith CEO 🔹 3:15 PM Closing Remarks Maj Soueidan Event Host Founder (@majgeoinvesting) #MSMicrocaps #Investing #MicrocapStocks #Conference http://www.quicklogic.com"
X Link 2025-03-06T15:38Z [----] followers, [----] engagements
"Gearing up for live session with subsea equipment/support services company Koil Energy $KLNG and Eric Wiik CEO at our final day of the Virtual Conference. Be there at 11:30 AM Eastern. https://msmicrocaps.com/msm-conference-march-25-form/ https://msmicrocaps.com/msm-conference-march-25-form/"
X Link 2025-03-07T16:21Z [----] followers, [----] engagements
"Firan Technology $FTGFF $FTG.TO CEO Brad Bourne now live at our Virtual Conference. Company focuses on aerospace & defense electronic products & subsystems. Particularly interested in the company's leading market position partnerships & expansion. https://msmicrocaps.com/msm-conference-march-25-form/ https://msmicrocaps.com/msm-conference-march-25-form/"
X Link 2025-03-07T18:39Z [----] followers, [----] engagements
"Been a long but fruitful week of insights w/peers & interviews w/hand-selected microcap co's. Not too late to catch the final session of our virtual event at 2:30 PM. Last up: Daniel O'Brien CEO of Flexible Solutions $FSI (Energy/Water Conservation Prod.) https://msmicrocaps.com/msm-conference-march-25-form/ https://msmicrocaps.com/msm-conference-march-25-form/"
X Link 2025-03-07T19:23Z [----] followers, [----] engagements
"It has begun Cliff Note #89 (May 2024) Link in bio or👇 $TGEN https://mscliffnotes.substack.com/p/cliff-note-89utm_source=publication-search Hope $VRT is paying attention to $TGEN first data center contract since targeting data centers became part of its new growth strategy a few months ago. https://t.co/XwxPvSefMr https://mscliffnotes.substack.com/p/cliff-note-89utm_source=publication-search Hope $VRT is paying attention to $TGEN first data center contract since targeting data centers became part of its new growth strategy a few months ago. https://t.co/XwxPvSefMr"
X Link 2025-03-18T00:28Z [----] followers, [----] engagements
"1/25 🔷18 CEOs. 🔷18 video clips with highlights & key takeaways from their fireside chats at the March [----] @MSmicrocaps Virtual Conference. 🔷More clips are linked at the end of this comprehensive #thread. Dive in and bookmark for your research👇"
X Link 2025-04-02T15:14Z [----] followers, [----] engagements
"4/25 🔷 $BIRMF $BRM.V - Odor control. 🔷2x EBITDA since [--]. 🔷Backlog hits $62M. 🔷Middle East expansion (eyeing $13M+ in deals). 🔷Dry scrubbers & services biz to fuel growth. 🚨Lumpy sales. 🎬Clip: Derek Webb CEO on growing recurring sales via service contracts/maintenance"
X Link 2025-04-02T15:21Z [----] followers, [----] engagements
"$BRM.V $BIRMF lumpy quarterly results risk factor was clearly evident in Q4 [----] results reported yesterday. Is it a risk factor or a buy the dip opportunity you make the call. https://finance.yahoo.com/news/biorem-reports-record-revenues-earnings-140000255.html 4/25 🔷 $BIRMF $BRM.V - Odor control. 🔷2x EBITDA since [--]. 🔷Backlog hits $62M. 🔷Middle East expansion (eyeing $13M+ in deals). 🔷Dry scrubbers & services biz to fuel growth. 🚨Lumpy sales. 🎬Clip: Derek Webb CEO on growing recurring sales via service contracts/maintenance. https://t.co/zUVMqLqGVf"
X Link 2025-04-17T14:43Z [----] followers, [----] engagements
"Big news from the MSMqi today: $TGEN Takes the #2 spot at a return of 527% since added to the MSMqi in May [----] (with detailed Cliff Note). $SVT Becomes 9th stock to be acquired in the MSMqi. Just like that moved to the top [--] from #73. Final return of 240% (very surprised)"
X Link 2025-05-19T19:39Z [----] followers, [----] engagements
"Thank you Jason ( @EightTrack180 ) 🙏 $THEON.AS: Only up a cool 118% in [--] months since his pitch at our Starting [--] Virtual Roundtable in January. Were rounding up investors for our next starting [--] pitch event. If you have any suggestions please drop them in the comments. During today's Open Forum about to discuss performance of Jan. '25 Roundtable Event guest pitches. Hats off to Jason Hirschman (@EightTrack180) & his $THEON.AS pitch up 61% amid market chaos. The current ave. of all [--] guest pitches is 7.6% with a peak of 34%. Jason's pitch. https://t.co/SYHFZJXGLh During today's Open Forum"
X Link 2025-05-21T10:24Z [----] followers, 12.5K engagements
"Even if youre predominantly a large cap to small cap investor we encourage you to keep an open mind to the possibility that quality Cos. exist in microcap land and that you can kill it by taking advantage of the information & time arbitrage that investing in the space offers"
X Link 2025-05-23T13:58Z [----] followers, [----] engagements
"We added a 4th. boring data center stock to our MS Microcap Quality Index (MSMqi). Theres nothing wrong with buying low flying stocks in high flying industries that everybody is going to eventually want at some point even the legends. Before you listen to advice from legendary investors that tell you to avoid investing in stocks in hot or high flying industries take a look at this stat Global demand for computing power is surging and leading data center players are readying a massive deployment of capital$1.8 trillion from [----] to 2030to meet the need. and then maybe conclude that theres some"
X Link 2025-05-26T22:29Z [----] followers, [----] engagements
"Top [--] winners and losers from our rebalanced (2025) MSMqi for the month of June👇"
X Link 2025-07-02T03:43Z [----] followers, [----] engagements
"Remember information arbitrage isnt a hard strategy to implement. You just have to know where to look for hidden clues and apply it in an area of the market that most people ignore giving you substantial time to buy a stock before the crowd finds it👉 microcaps 👉 our MSMqi"
X Link 2025-07-13T15:35Z [----] followers, [----] engagements
"Heres a return update on our Sunday journal research pipeline posts (started in late May 2025) on stocks were monitoring to potentially add to the MSMqi to give our awesome subscribers an earlier peek into our research process. Lets crush it today @joinyellowbrick 👇 Message to our Substack subs: Please make sure to read our occasional Sunday Journal posts. This new feature brings you our research pipeline even earlier. Most are stocks that havent been added to the MSMqi but are candidates. Returns after month [--] are encouraging (16.9% avg) https://t.co/3emLGy0GIj Message to our Substack subs:"
X Link 2025-07-17T13:00Z [----] followers, [----] engagements
"Were 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 were doing a decent job giving our subscribers chances. Regardless volatility is your friend in microcaps"
X Link 2025-07-23T02:39Z [----] followers, 15.8K engagements
"@rationalformula Definitely something to think about Ryan. Both stocks are in the MSMqi. So far $PSIX outperformed $ACFN. However $ACFN is the better business. So itll be interesting. Also interesting is that ACFN is downplaying data center opportunities but could it be an angle"
X Link 2025-07-29T11:42Z [----] followers, 11.7K engagements
"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 [----]. $ACFN was added to the MSMqi along with a Cliff Note in October [----]. Congrats to the longs"
X Link 2025-07-29T19:31Z [----] followers, [----] engagements
"250 Cos. in [--] yrs Peter Lynch did 1400+ in [--]. One made a deck. The other a 29% CAGR. Blackstone can spot trends. But if youre chasing returns the CAGR playground is microcaps. Finding what Blackstone cant touch: under followed misunderstood unloved. But yes nice deck. Blackstone's $1.1T scale enables them to spot trends earlier than you Over [--] years they've invested in: [---] portfolio companies [-----] real estate assets [----] credit issuers Here's their research deck highlighting today's megatrends: (FULL [--] SLIDES - BOOKMARK) https://t.co/SfgP0YrRgb Blackstone's $1.1T scale enables them to"
X Link 2025-08-04T22:27Z [----] followers, [----] engagements
"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"
X Link 2025-08-11T15:18Z [----] followers, [----] engagements
"Big news on MSqi holding $FSI. New Contract in their new growth driver business segment 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 term provision for optional expansion to greater than $25 million in annual revenue and provisions for tariff and inflation protection. The specific products customer and volumes will not be disclosed but a redacted version of the contract will be filed with the SEC as soon as both parties approve it. Dan O'Brien CEO states This contract combined"
X Link 2025-08-11T21:32Z [----] followers, [----] engagements
"MSMqi Spotlight Index Update. Number [--] & [--] additions help increase the average by 16% since July [--] 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 [----]. [--] have reached 50% + [--] multibaggers.🤞 Were 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 were doing a decent job giving our subscribers chances. Regardless volatility is your friend in microcaps. https://t.co/ElF7Zj06Us Were thinking of adding our"
X Link 2025-08-27T23:05Z [----] followers, [----] engagements
"Free post detailing the reasons we added $ACFN to our MSMqi to help you understand how we construct our early discovery Cliff Notes👇 Multibagger Themes: GARP - Large Contract - Recurring Revenue - Acquisition Target - Significant Earnings Call Info Arb https://mscliffnotes.substack.com/p/cliff-note-100 https://mscliffnotes.substack.com/p/cliff-note-100"
X Link 2025-08-29T22:47Z [----] followers, [----] engagements
"Our Top [--] MSM Index Performers: 106% to 501% $HMDPF (Hammond Power) $CECO $TTLTF $TTZ.V $CSPI $BDCO $VIRC $BELFA $APEUF $AEP.V $CPHRF $CPH.TO $SPOK $FACO Were just getting started Quality + Momentum. New stock being added to Index shortly"
X Link 2024-02-22T21:34Z [----] followers, [----] engagements
"Who wouldve thought $HMDPF $HPS.A a boring industrial play added to our Quality Microcap Index in [----] is the top performer in our index +552%. Canadian stocks make up 20% of our index. If youre looking for research follow @smallcapdisc @PaulAndreola @veritasvatillum"
X Link 2024-03-02T01:10Z [----] followers, [----] engagements
"When youre one of a few people on a microcap earnings conference call and hear management say that gross margins are about to increase from 30% to 50% and this information is not in the related earnings press release true story"
X Link 2024-03-25T10:36Z [----] followers, [----] engagements
"With todays surprise 50% end of day move $TSSI (CliffNote #84) enters the MSMqi multi-bagger Hall of Fame. Up 180% since added to the Index on March [--] [----]. Hope it holds 🤞 [--] more stocks in our MSMqi (90 stocks) join the multi-bagger Hall of Fame. $BLBD +27% today; +123% since added to the Index in June [----]. $BTQNF $BQE.V +100.5% since added to the Index in Sept. [----]. Multi-bagger hit rate now 30%. Still short of our 50% goal. [--] more stocks in our MSMqi (90 stocks) join the multi-bagger Hall of Fame. $BLBD +27% today; +123% since added to the Index in June [----]. $BTQNF $BQE.V +100.5%"
X Link 2024-05-14T23:14Z [----] followers, [----] engagements
"MSMqi earnings highlight of the day: $CANOF $CNO.V Reports profit on 243% increase in sales. New capacity not even in the sales yet. Added to the MSMqi: Feb. [----] Also enters our multibagger hall fame as the 32nd stock out of [--] stocks in the index to increase at least 100%"
X Link 2024-07-10T15:47Z [----] followers, [----] engagements
"Nice start for the MSMqi on fundamental news not low quality microcap pump & dump crap. What diversification looks like in quality smaller caps: Lab Equipment- $KEQU +12%; acquisition Medical Devices- $PDEX +26%; strong Q3 Infrastructure- $AEGXF +8%; strong Q3 + outlook"
X Link 2024-11-01T14:45Z [----] followers, [----] engagements
"4 clips from our 2nd Starting [--] event in November: @stockspinoffss - [--] Favorite Spin-Off Set-ups @KyleAdamsStocks - Inspirational journey @IFB_podcast @ValueSpotlight - Staying Invested With Diversification @RTelford_invest - G.U.T.S quant strategy Link in Bio. Scroll below👇"
X Link 2024-12-04T00:14Z [----] followers, [----] engagements
"MS Microcap Quality Index (MSMqi) facts: Up 18.9% in Nov. vs. 11.48% microcap ETF return. Passive index = No behavioral bias. Equally weighted across [---] stocks (we add about one to three stocks a month). [--] New multibaggers in November. Just let quality do its work👇"
X Link 2024-12-13T21:35Z [----] followers, 10.6K engagements
"We publish a Substack that provides concise insights on microcaps primarily trading in North America. It supports the MS Microcap Quality Index where stocks are added when they meet multi-bagger factors. A research Cliff Note is prepared for each stock added to the index"
X Link 2025-02-26T21:02Z [----] followers, [---] engagements
"🚀 MS Microcaps Virtual Conference - March 2025: An exclusive event to meet microcap company executives from our microcap index (MSMqi) that adds stocks based on quality AND multibagger factors. [--] Days [--] Companies and [--] special guests. Learn more - https://msmicrocaps.com/microcap-virtual-conference-march-2025/ https://msmicrocaps.com/microcap-virtual-conference-march-2025/"
X Link 2025-02-27T20:12Z [----] followers, 10.6K engagements
"We all know that $TSSI "won" best microcap performer of the past year but do you know the person behind the co.'s success CEO Darryll Dewan He's up next (12:30PM Eastern) to talk about his background and how he got to where he is. Don't miss this story. https://msmicrocaps.com/msm-conference-march-25-form/ https://msmicrocaps.com/msm-conference-march-25-form/"
X Link 2025-03-07T17:26Z [----] followers, [----] engagements
"This article describes the enormous data center growth outlook & obstacles to that growth. Invest in solutions: *Power *Supply Chain *Environmental $TSSI +2240% $TGEN +500% $PSIX +92% About to add a 4th to our quality microcap index. Link in bio :) https://www.bcg.com/publications/2025/breaking-barriers-data-center-growth# https://www.bcg.com/publications/2025/breaking-barriers-data-center-growth#"
X Link 2025-05-21T10:55Z [----] followers, 13.6K engagements
"Weekly Highlight: $PPIH cracks 100% return👉48th multibagger produced by the MSMqi. Despite a tough start to [----] the MSMqi is back on track delivering a multibagger hit rate of 41.7% (of [---] stocks). Our mission to give investors chances remains our primary goal"
X Link 2025-06-15T15:30Z [----] followers, [----] engagements
"This is why we love having a diversified index that holds a mix of the best run companies across a multitude of industries. Sometimes you never know when an industry is going to pop off. $OPXS $TATT are already MSMqi multibaggers but probably have more multibaggers in them. War is the theme so heres [--] stocks: Market Cap $500M Revenue Growth (TTM) 10% P/E (TTM) [--] 1) $MPTI Mtron Industries Market cap: $115M Revenue growth (TTM): 17.62% P/E (TTM): [-----] 2) $OPXS Optex Systems Market cap: $74M Revenue growth (TTM): 21.76% P/E (TTM): War is the theme so heres [--] stocks: Market Cap $500M Revenue"
X Link 2025-06-23T01:09Z [----] followers, 10.2K engagements
"Our passive microcap quality index (MSMqi) is approaching a [--] yearish CAGR of 40% with [--] stocks out [---] acquired. Heres some stocks in the middle of the pack. If you connect with the them wed love you check out our Substack 🙏 $BOF $COV.V $BLM.V $MTRX $CODA $ACFN $MIND $PMTS $ARE.TO $SGC $BDCO $LYTS $KRT https://twitter.com/i/web/status/1938703351010525374 https://twitter.com/i/web/status/1938703351010525374"
X Link 2025-06-27T20:57Z [----] followers, [----] engagements
"Might have to change the name our index to reflect data center exposure: $TSSI+5518% $TGEN+1102% $PSIX+298% $PPIH+159% $FTEK+70% $OCC nil (Just added one more) $HMDPF & $CECO might qualify at +602% & +394%. Were not always right but when we are we try to be right big"
X Link 2025-07-04T11:06Z [----] followers, 15.1K engagements
"@mascarosergi @Mike10947310 $OCC partnership will be interesting. So far Mgmt. hasnt been able to deliver for yrs. This will cause lots of legacy sellers to sell into the pump off the news. It looks like OCC will be responsible for doing the sales & marketing. Hopefully they also wont fail at this.🤞"
X Link 2025-07-08T10:55Z [----] followers, [----] engagements
"Excerpt from a review of our Microcap Quality Index (MSMqi) monster record performance in June that will be published after the market today👇 There is something we need to stress about our catalyst-based multibagger strategy. Because the team is doing a great job finding undervalued companies at growth inflection points a lot of these stocks tend to rise quickly and sharply during normal market conditions. Unfortunately what goes up must come down in times of stress. When you have a pullback in the market like we did earlier this year stocks with parabolic charts will retrace pretty hard as"
X Link 2025-07-11T19:55Z [----] followers, [----] engagements
"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 well take it. $FTEK rebounds from morning lows as #InfoArb on Q2 call has nice update on data center biz opportunity. $TGEN Rumors swirling that Co. has inked first data center contract through $VRT partnership. @TeamPraaP https://app.microcapresearch.com/news-feed/695069news=Western-Midstream-to-Acquire-Aris-Water-Solutions https://app.microcapresearch.com/news-feed/695069news=Western-Midstream-to-Acquire-Aris-Water-Solutions"
X Link 2025-08-06T21:13Z [----] followers, [----] engagements
"Scott MacFabe of Blumetric Environmental ( $BLMWF / $BLM.V) on revenue breakdown: between Water tech and Professional services [--] streams. Emphasizing a focus on recurring revenue streams and selective/accretive M&A. Q&A kicked off by @NickCortellucci of @Atrium_Research"
X Link 2025-10-27T16:45Z [----] followers, [----] engagements
"On deck/live at the Starting Five Defense Live Virtual Conference - M-tron Ind. ( $MPTI) & Cameron Pforr CEO MPTI is a designer/manufacturer of frequency-control and RF filter solutions for radar EW missile guidance and secure communications. Attendance holding strong at 50"
X Link 2025-10-27T18:06Z [----] followers, 13.7K engagements
"$FTGFF $FTG.TO - U.S. Defense spend seems like it will take a nice step up in [----]. Final session of Day [--] starts in [--] min (Oct [--] 12:50 AM ET) - Brad Bourne (Firan $FTG.TO $FTGFF) on high-reliability PCBs & avionics for radar comms & EW systems. Full Day [--] schedule👇 https://t.co/ZjNVO8cx8w Final session of Day [--] starts in [--] min (Oct [--] 12:50 AM ET) - Brad Bourne (Firan $FTG.TO $FTGFF) on high-reliability PCBs & avionics for radar comms & EW systems. Full Day [--] schedule👇 https://t.co/ZjNVO8cx8w"
X Link 2025-10-28T17:22Z [----] followers, [----] engagements
"Closing session - in [--] min (Oct [--] 12:50 PM ET) Maj Soueidan (@majgeoinvesting) Nicholas Cortellucci (@NickCortellucci) & Sebastian Krog (@SebKrog) A roundtable on the biggest takeaways standout companies and follow-up ideas worth deeper research. https://open.substack.com/pub/mscliffnotes/p/final-day-were-live-in-60-minutesr=37l5ug&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/mscliffnotes/p/final-day-were-live-in-60-minutesr=37l5ug&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-10-29T16:40Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing