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Quarterly video Update
Q4 2025
Mar 7
•
Kevin
3
2
Important info on the 10x opportunity
Time for engineering data
Mar 6
•
Kevin
12
5
A data infrastructure 10x opportunity
The next short squeeze?
Mar 4
•
Kevin
10
2
February 2026
IMB update - thesis alignement review
IMB H1 FY 26
Feb 27
•
Kevin
6
Pharmx earnings update - Thesis aligment review
H1 FY26 Earnings analysis
Feb 26
•
Kevin
7
Pharmx and sigma sign strategic partnership
What it means for ASX PHX investors
Feb 23
•
Kevin
17
1
172% upside for this hidden serial acquirer
A great opportunity
Feb 20
•
Kevin
19
1
5
5 steps to pick a software company
Tasmea, the next 10-bagger?
Feb 13
•
Kevin
21
5
6
142 serial acquirers to discover
The database
Feb 11
•
Kevin
8
Industry roll-up at a 20% free cash flow yield (and poised for growth)
A pick from the database
Feb 6
•
Kevin
29
8
January 2026
Weight watchers, value trap or multibagger?
The 100 bagger hunting bi-weekly
Jan 30
•
Kevin
25
1
9
If Constellation Software and SAP had an Italian child...
A serial acquiring multibagger machine?
Jan 23
•
Kevin
28
2
5
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