100 Bagger Hunting

Is it time to go shopping?

What I’m buying

Oct 16 • Kevin

6

1

A small serial acquirer in a turnaround

Greetings from Sweden

Oct 10 • Kevin

20

1

The biweekly - new stock pitch

Free article

Oct 2 • Kevin

16

1

4

September 2026

I found the cheapest bank in Europe

Out of 125 banks

Sep 25 • Kevin

13

3

A massive business hidden inside?

Rising from the ashes

Sep 18 • Kevin

11

2

Portfolio Update (Sept ‘26)

Our new holdings are performing.

Sep 17 • Kevin

4

1

A software monopoly priced like a no-growth microcap

Nobody is looking

Sep 11 • Kevin

22

4

4

This microcap’s hidden segment is rising fast

64%+ growth in revenue

Sep 4 • Kevin

14

3

August 2026

Supreme PLC FY26 Earnings Update - Record revenue, flat EBITDA. What now for this 30% ROIC serial acquirer?

Earnings Update FY 2026 (year ended 31 March 2026)

Aug 29 • Kevin

9

3

The free biweekly

Mensch & Maschine

Aug 21 • Kevin

8

2

RADCOM Q2 earnings update

Thesis alignment review

Aug 14 • Kevin

5

July 2026

400,000 words on investing, 200 articles

Your investing bible

Jul 24 • Kevin

16

2

1