Before getting into the name itself, it’s worth clarifying what this series is — and what it isn’t.
Microcap Home Runs is not a market-cap constraint.
It’s a framework for identifying asymmetric repricing where the market is still applying the wrong valuation logic.
Some companies start as true microcaps and rerate as the story becomes obvious.
Others grow in size before the market updates how it values them.
This series focuses on that transition — where scarcity, structure, or strategic pressure force a rerating that hasn’t fully been priced in yet.
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