Now, onto another spotlight—replays of MS Microcap’s second installment of The Starting 5 Virtual Conference held on November, 13, 2024 and hosted by MS Cliff Notes. So, we’ll get right into the videos which include bios, strategies and pitches of all the event’s participants.
When we introduced the concept of “You Make The Call”, we explained our motivation like this. In case you missed that email here’s what these events are all about.
This event format is on an experimental basis, but we thought it’d be a good idea to bring in management teams from speculatively-viewed companies eager to present their business plans to us. While we recognized that the success rate for these kinds of ventures may not be high, we believed it would be valuable to hear potentially innovative ideas that may have a chance to bear fruit for investors.
Run to $1.00 model portfolio remains in focus We’ve been discussing our Run to $1.00 (R21) Model Portfolio a lot lately. If you missed it, here are a few key stats featured in our October 20, 2024 article, Setting the […]
This Med-tech company’s turnaround is driven by operational restructuring, a focus on higher-margin U.S. markets, and a patient-first approach under its new CEO; The company has reported two consecutive quarters of profitability, with strong revenue growth and flat operating expenses; We expect a near-term upside of at least 100%; Key catalysts include continued sales and EPS growth, as well as the divestiture of part of the business.
Today, I want to address a comment made by a personality on X with a large following and a subscription service of his own, albeit not in investing. I like to give credence to the fact that investing in high-quality microcaps can produce outsized returns, and in doing so, I often cite some statistics that support my suppositions, especially when it comes to setting the record straight on negative stereotypes surrounding microcaps.
Our October 9, 2024, conversation with Dan Schum, founder of NoNameStocks.com, provided a deep dive into the world of microcap and OTC stock investing. This is the second time Dan has been a guest on our Podcast, his first appearance being in 2020. Dan used to have a presence on X under the @nonamestocks handle, but left the platform in 2023. So, we wanted to see what Dan has been up to in the world of the OTC and dark stocks. This was a great conversation, where we covered about 10 stocks, many of which are in our own coverage universe. If you used to follow Dan and are wondering how he feels about some of the stocks he used to talk about on X, this is a must-listen Investor Insights Skull Session.
This week, we’d like to rewind the month of September and quickly spotlight a few of clips from Skull Sessions that we held – clips that we promised we’d extract with hopes that they’d inspire you to watch the rest of the events in case you missed them. They included 4 microcap management executive Skull Sessions and 2 talks with investing peers, both of which spoke with us about some bullish stock pitches.
Our Run to One portfolio looks at sub-$1 stocks for their long-term potential as multi-baggers. Think of these as higher-risk, long-term “lottery tickets.” Many of these stocks have their challenges—that’s why they trade under $1—but we’re on the lookout for real companies with real revenues and solid management, not pump-and-dump schemes.
Now, almost 11 years later, the stats across the 49 stocks currently in it have been quite impressive, showing that long-term patience pays off.