Archive - 100 Bagger Hunting

A massive business hidden inside?

Rising from the ashes

Sep 18 • Kevin

Portfolio Update (Sept ‘26)

Our new holdings are performing.

Sep 17 • Kevin

A software monopoly priced like a no-growth microcap

Nobody is looking

Sep 11 • Kevin

This microcap’s hidden segment is rising fast

64%+ growth in revenue

Sep 4 • Kevin

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

The free biweekly

Mensch & Maschine

Aug 21 • Kevin

RADCOM Q2 earnings update

Thesis alignment review

Aug 14 • Kevin

July 2026

400,000 words on investing, 200 articles

Your investing bible

Jul 24 • Kevin

Opportunities in the medtech sector

Time to buy some more

Jul 18 • Kevin

50% market cap in cash. 7% FCF yield.

This company has it all: undemanding valuation while still growing in an expanding market and activist investors that are pushing for value unlock.

Jul 10 • Kevin

Quarterly video update (for pro)

Jul 9 • Kevin

The Pentagon is funding my next 100-bagger candidate

And Ergodicity?

Jul 3 • Kevin

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