100 Bagger Hunting

100 Bagger Hunting

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Poised for 2,500% returns like Costco?
Aim for the long-term
Dec 5 • 
Kevin
Monthly Portfolio Update (Dec 25)
Up 18% and 90%+
Dec 4 • 
Kevin

November 2025

A data center liquid cooling play
The biweekly rundown
Nov 29 • 
Kevin
A solid quarter, time to buy more of this high ROIC serial acquirer?
Earnings Update S1 2026
Nov 29 • 
Kevin
Towards a multibagger with the twin engines
Deep Dive part 1
Nov 21 • 
Kevin
Robot Payment - Addendum to quarterly update
Feedback from IR
Nov 20 • 
Kevin
A prime example of operational leverage
Earnings Update Robot Payment Q3 2025
Nov 17 • 
Kevin
Measure pricing power in 1 minute with a simple prompt
Your bi-weekly stock and AI rundown
Nov 14 • 
Kevin
A banger quarter for CareCloud
Earnings Update CCLD Q3 2025
Nov 7 • 
Kevin
The security roll-up, is it a buy?
Earnings Update IMB Q1 2026
Nov 5 • 
Kevin
Monthly Portfolio Update
Position sizing is half the game
Nov 3 • 
Kevin

October 2025

Is Fiserv an easy double?
The rundown
Oct 31 • 
Kevin
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