Planet MicroCap Podcast | MicroCap Investing Strategies

Why "Old Boring Companies” Benefiting from Data Center and AI Trends + MSM Quality Index Mid-Year 2025 Review with Maj Soueidan, Founder & Editor of GeoInvesting / MS MicroCaps

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Jul 31, 2025

Maj Soueidan, founder and chief portfolio officer at MS MicroCaps and GeoInvesting, dives into the evolving investment landscape. He reveals how ‘old boring companies’ are capitalizing on AI and data trends, showcasing their unexpected value. Maj breaks down the MSM Quality Index, which boasts over 100% returns, emphasizing its blend of qualitative and quantitative analysis. He also highlights the importance of information arbitrage, illustrating how subtle details from press releases can unlock investment opportunities. Tune in for insights on sectors like defense and supply chains!

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INSIGHT

Quality Plus Turnaround = Multibaggers

The index produced many multibaggers because it mixes quality filters with early-stage turnaround opportunities.
That approach yields staying-power names even before full conviction.

ADVICE

Use Occasional Rebalancing, Not Constant Trades

Let the index be mostly passive to test real stock-picking skill without constant rebalancing.
Rebalance occasionally when stories materially change and quality criteria no longer hold.

ANECDOTE

Rebalance Cut Missed Acquisition Upside

Maj removed stocks in a rebalance and then one removed name was acquired and spiked, which hurt the rebalanced index's performance.
This illustrated the trade-off between active edits and capturing unexpected upside.

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My guest on the show today is Maj Soueidan, Founder, Editor, and Chief Portfolio Officer at MS MicroCaps and GeoInvesting. In this episode, Maj shares a comprehensive update on his investment philosophy, including the performance and evolution of the MSM Quality Index, a passive, factor-driven approach to finding high-quality microcap stocks with multibagger potential.

We discuss how the MSM Index blends qualitative and quantitative analysis, what separates it from traditional model portfolios, and the role of occasional rebalancing. Maj also walks us through how the index achieved over 100% returns since inception and why it’s built for long-term staying power.

We also dive into the differences between MS Micro Caps and GeoInvesting — one serving as a pipeline of ideas, the other as a deeper research platform — and how Maj thinks about conviction levels, diversification, and information edge.

From spotting opportunities in “old boring companies” benefiting from data center and AI trends to reading between the lines in press releases and earnings transcripts, Maj offers a masterclass in info arbitrage and microcap idea generation.

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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