Tier One Quality MicroCap Index and MS MicroCap Cliffnotes with Maj Soueidan (Founder and Editor) and Jan Svenda (Senior Equity Analyst) at GeoInvesting

Tier One Quality MicroCap Index and MS MicroCap Cliffnotes with Maj Soueidan (Founder and Editor) and Jan Svenda (Senior Equity Analyst) at GeoInvesting

Author: SNN Network March 13, 2024 Duration: 52:45

My guest on the show today is Maj Soueidan, Founder and Editor, and Jan Svenda, Senior Equity Analyst, at GeoInvesting. I welcomed back my friends, Maj and Jan, to discuss their latest venture, MS MicroCap Cliffnotes and their Tier One Quality MicroCap Index. As some of you may know, we run an index as well called the Planet MicroCap Index that we use for educational purposes only to better understand how the general MicroCap market is performing with specific rules that allow for smaller, relatively illiquid names, growthy/pre-revenue/unprofitable names to be included.

Maj and Jan launched an index, where, as it states on the MS Cliffnotes website, ”the qualification of a stock to be added to the index is determined by quality, valuation, price momentum indicators, multi-bagger potential, qualitative analysis and market cap,” and, ”the rebalancing of the MSM index occurs on an active basis, not just quarterly or monthly.” I think indices like this are necessary because you could take one look at our index at Planet MicroCap, and you’d be correct to think, that the MicroCap space has been in the doldrums for 2+ years. However, when you look at an index that assesses more qualitative factors, you’ll see that the Tier One Quality index, for example, has a current return of 27.60% and average peak return of 76.84%. I wanted to better understand Maj and Jan’s criteria for inclusion, as well as what differentiates their index from it being a ”model portfolio.”

For more information about MS MicroCap Cliffnotes, please visit: https://mscliffnotes.substack.com/

For more information about GeoInvesting, please visit: https://geoinvesting.com/

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Tune into the Planet MicroCap Podcast for a grounded, no-fluff conversation about the often-overlooked world of small public companies. Host Robert Kraft, who brings his perspective as Editor-in-Chief of StockNewsNow.com, steers discussions that go far beyond simple stock picks. Here, the focus is on building a durable framework for understanding microcap and emerging growth companies-the kind of businesses that might fly under the radar of mainstream financial news but hold significant potential for informed investors. Each episode delves into the strategies, research methods, and critical thinking required to navigate this unique segment of the market. You’ll hear from seasoned investors, company executives, and industry analysts who provide concrete insights rather than abstract theory. This podcast from the SNN Network is essentially a toolkit for developing your own analytical edge, whether you're a seasoned investor looking to diversify or someone curious about the foundational steps of investing in smaller equities. It’s about education through real-world examples and candid conversations, all aimed at demystifying the process and highlighting both the opportunities and the inherent risks. For anyone tired of surface-level market chatter and seeking a deeper, more substantive dialogue, this series offers a consistently valuable resource.
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