Archive - 100 Bagger Hunting

Data infrastructure 5x play

derisking in full play

14 hrs ago • Kevin

This software company, impervious to AI, has never been cheaper

Apr 3 • Kevin

March 2026

100 Software companies tested for AI resilience

Gems in the software sell-off

Mar 27 • Kevin

Is AI going to kill your favourite SaaS company?

Our AI-resilience checklist

Mar 20 • Kevin

A double or triple, hidden from the markets

Your typical base business/future growth business

Mar 13 • Kevin

Quarterly video Update

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

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

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