Archive - 100 Bagger Hunting

A cheap AI-resilient software play

Are we in a bubble?

Jun 19 • Kevin

Pharmx Update: Interview with the CEO

Deepening our understanding

Jun 16 • Kevin

This $400m microcap is the hidden backbone of the world Cup

The company is currently mid-transition, evolving from a cyclical hardware vendor into a software ecosystem platform with growing recurring revenues

Jun 12 • Kevin

How to find your investing edge for outsized returns

What's your edge?

Jun 5 • Kevin

May 2026

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