Tier One Quality MicroCap Index and MS MicroCap Cliffnotes with Maj Soueidan (Founder and Editor) and Jan Svenda (Senior Equity Analyst) at GeoInvesting
Planet MicroCap Podcast | MicroCap Investing Strategies - A podcast by Planet MicroCap - Wednesdays
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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/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft