MS Active Portfolio

MS Active Portfolio

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Early Access to CN #142 + Adding CN#142 to the AP

Early Access to Cliff Note #142 + New Position Alert

Diego La Torre's avatar
Maj Soueidan's avatar
Diego La Torre and Maj Soueidan
May 05, 2026
∙ Paid

New Cliff Note #142

A new Cliff Note will be added to our Microcap Quality Index. Cliff Note #142 manufactures electronic components and recently announced a capacity expansion. Although they are not very vocal about it, they have data center exposure, which you can confirm by visiting the company’s website and browsing through its products.

At a TTM P/E of 10.0X and a run-rate P/E of 7.6X, we believe the company is undervalued and will be initiating a position in this company in the Active Portfolio (AP).

Note:

  • Cliff Notes are short write-ups written when a stock is added to the MSMqi.

  • Subscribers to the AP gain first access to Cliff Note summaries as well the entire Note published at the Microcap Investing Cliff Notes Substack.

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