Archive - 100 Bagger Hunting

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

June 2026

26x revenue in the next 5 to 7 years

Update on some of our holdings

Jun 26 • Kevin

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

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