100 Bagger Hunting

100 Bagger Hunting

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Quarterly video Update
Q4 2025
Mar 7 • Kevin
Important info on the 10x opportunity
Time for engineering data
Mar 6 • Kevin
A data infrastructure 10x opportunity
The next short squeeze?
Mar 4 • Kevin

February 2026

IMB update - thesis alignement review
IMB H1 FY 26
Feb 27 • Kevin
Pharmx earnings update - Thesis aligment review
H1 FY26 Earnings analysis
Feb 26 • Kevin
Pharmx and sigma sign strategic partnership
What it means for ASX PHX investors
Feb 23 • Kevin
172% upside for this hidden serial acquirer
A great opportunity
Feb 20 • Kevin
5 steps to pick a software company
Tasmea, the next 10-bagger?
Feb 13 • Kevin
142 serial acquirers to discover
The database
Feb 11 • Kevin
Industry roll-up at a 20% free cash flow yield (and poised for growth)
A pick from the database
Feb 6 • Kevin

January 2026

Weight watchers, value trap or multibagger?
The 100 bagger hunting bi-weekly
Jan 30 • Kevin
If Constellation Software and SAP had an Italian child...
A serial acquiring multibagger machine?
Jan 23 • Kevin
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