HeyJaredMicrocap Investing Cliff Notes
We share research on the best microcaps and manage our Tier One Quality Index.
- Indexed issues, last 90 days
- 21
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 28, 2026
Latest issues
Index Review: Mid Conviction Names (Part 1/2) (opens the original)
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Over the last couple of posts, we laid out the map and worked through the High Conviction Names. Today we step one rung down the ladder to Mid Conviction.Here is the thing to understand about this tier: Mid is not necessarily a downgrade in quality. These are strong businesses we genuinely like, and
Weekly Stat Review: Weekly Winners, Losers and 52W Highs and Lows [Week 20] (opens the original)
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Welcome to the Weekly Stat Review. The plan is to publish this every weekend: weekly winners, weekly losers, and 52-week highs and lows across our microcap quality index platform and the research journal index. By the way, you can view the big mover and index dashboards on our Substack here. <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!4Rl5!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fima
Everything We Just Changed About the Index Review (opens the original)
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Weekly #34: A Medical Win for $IEHC, First Guidance at $ESP, a Boardroom Dispute at $RAVE (opens the original)
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You’ll notice this weekly looks different. We’ve reorganized it around our Conviction Sheet, the five-tier ranking of every name in our index (High, Mid, Low, TBD, Avoid). Updates are now grouped by tier, and each one follows the same structure:Key Facts: The numbers and news from the release.Our Take: What we think it means.Conviction Read:</stro
Picks and Shovels #3: Battery Energy Storage System And Its Bottlenecks (BESS Trend) (opens the original)
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Table of ContentsOverviewWhy Is BESS NeededWhere is utility-scale battery capacity located?What Does a Battery Storage System Cost<a href="https://mscliffnotes.substack.com/i/214714013/how-a-battery-ea
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