On the bright side, we were able to follow through with Friday’s live chat with Verde Agritech Plc (OTC:AMHPF) (NPK.TO) of which we are excited to get the replay to you as early as tomorrow. We were pleased to get to know the company’s CEO, Cristiano Veloso, who was very forthcoming with answers to the questions we posed, so we think you’ll enjoy it. We know the event was a bit early in the morning, but we try to be as accommodating as we can when it comes to most executives’ busy schedules.

While over the past several years, it was possible to achieve great success by investing in lesser quality companies that may have had the potential to become tier one quality companies, the current environment dictates, more than ever, that tier one quality investing is where the majority of the focus needs to be.

Revenue and good stories are no longer enough ammo to push stocks higher. It’s back to appreciating companies that can generate cash flow and earnings that are in a good liquidity standing. Like many others before us have stated in times when adaptation was necessary, “when times change, so must you.”

So, it’s time to reassess our model portfolios to differentiate between the top quality and lower quality stocks, and which ones lie somewhere in between.

We conveyed a #PodClip message by @majgeoinvesting w/ commentary on strategy & focus amid the microcap investing malaise, w/an emphasis on categorizing our Model Portfolio companies based on certain criteria & buckets they might fall into.