Maj Soueidan and Jan Svenda discuss their Tier One Quality MicroCap Index and MS MicroCap Cliffnotes, focusing on stock selection, criteria, and active rebalancing. They highlight the performance of the index, qualitative factors, and differentiation from a 'model portfolio.' The podcast provides insights into company analysis summaries, stock performances, market trends, and research tools in the microcap investing space.

Maj Soueidan and Jan Svenda from GeoInvesting discuss the recent surge in small-cap stocks, opportunities in aerospace, and info arbitrage. They share insights on stock performances, the aerospace sector, and strategies for investing in small caps. The podcast explores the importance of stock picking and staying invested during market rallies.

Maj Soueidan, Co-founder of GeoInvesting.com, brings over 30 years of microcap investing wisdom. He discusses the challenges of investing in microcaps, especially in today's climate of risk aversion. Maj highlights his checklist approach for assessing management teams and why many misunderstand the opportunities in this space. He also uncovers the hidden potential in Canadian microcaps, pointing out that they often offer significant investment mispricing compared to the U.S. market. A treasure trove of insights for investment enthusiasts!