100 000+ words on investing

We need order!

Dear Hunter,

Whether you’ve joined recently, or have been with us since the start, a lot of articles have been written over the past 2 years.

At the start, I kept records of the number of words that I had published, but after reaching 100 000, I lost track.

The below post will help you navigate all the content. I’ll make sure to update the site in the future and keep this post updated.

Do you want more? Of course, which is your n°1 topic?

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100-bagger hunting

➡️100-bagger checklist

How to hunt for 100-baggers, an investment check-list

How to hunt for 100-baggers

➡️The Peter Lynch Multibagger playbook

Growth, value, or quality, is all useless. The road to a 29% CAGR

Peter Lynch’s golden rules: 41 Fast Growers on the cheap

How a Modified Lynch Strategy Could Transform Your Portfolio (While You Do Less Research)

➡️The Motilal Oswal Multibagger framework

5 easy steps to multibagger returns

➡️On avoiding Quality Traps

Quality traps and how to avoid them to protect returns

➡️The criteria for finding multibaggers

The alchemy of multibaggers - Which factors can help us find them?

➡️The Buffett screener

72 quality companies generated using Buffett’s checklist

9 takeaways from the deals of Warren Buffett before his retirement at the age of 38.

➡️Quality investing with by Dev Kantesaria

5 lessons on “next level quality investing” towards a 15% CAGR

➡️Lessons from Darwin

10 lessons from Darwin for 20% yearly returns

➡️Polen Capital investing strategy

A simple strategy that beats the market

➡️The discovery cycle by Paul Andreola

Finding multi-baggers: 7 lessons from breaking down Paul Andreola’s investment strategy

➡️My investment process

The 8-step AtmosInvest Investment process

My 100-bagger investing philosophy

7 things to AVOID in the stock market (in 7 minutes)

➡️A spinoff checklist

A Definitive Spinoff Checklist towards 1500% IRR

➡️Our ranking system

A 3-step ranking system to beat the market

A ranking system to beat the market

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Investing 101

➡️When to sell?

When to sell a position and boost returns?

➡️When to buy?

5 steps to avoid stupid mistakes before buying in the markets

➡️How to hold on?

6 lessons from a 1000-bagger

➡️Position sizing

Position sizing for massive returns

➡️On the hurdle rate

A stock investor’s n°1 secret weapon for excess returns

➡️On holding periods

A strategy to increase your holding periods and get better returns: The Reactor Portfolio

Fundamental analysis

➡️Moats

Fantastic MOATS and how to find them

➡️On ROIC

6 things I learned about ROIC and how it can help identify a 100-bagger (applied to Inmode Ltd)

To boldly go, beyond ROIC: what to do?

➡️On ROE

The 6 dangers of Return On Equity (example: Dino Polska)

➡️On incentives

Show me the incentives, and I’ll show you the outcome, a checklist to evaluate management

➡️The cash conversion cycle

Unlocking 633 Billion USD - The cash conversion cycle and why you should care as an investor

➡️Capital allocation

Divesting, Buffett’s most powerful capital allocation skill

A 10-step checklist you can use to evaluate management capital allocation to make better investment decisions

➡️On industry

Picking the right wave for better returns

Will your portfolio companies die by AI?

➡️On margins

10 key questions to discover the most profitable yet overlooked companies

➡️On unit economics

Why unit economics matter when searching for multi-baggers

Valuation

➡️On DCF’s

Are discounted cash flow models useless?

➡️On the P/E multiple

Stop using the P/E multiple

11 takeaways by applying Musk’s ‘first principles thinking’ to the P/E-ratio

➡️On future normalized earnings

The one mistake 99% of investors make

➡️On yields

9 lessons for investors: How farmers yield higher returns

Decision making/psychology

1 mistake I made and 7 easy tactics to make better decisions in investing

5 ways to tame our stone age brain

How to invest when you have little time?

Gates & Buffett: How to invest, when you have little time

Deep Dives

PAID

55% revenue growth, 158% expected return. I’m buying.

A hidden monopoly promising multi-bagger returns

Rearm Europe: A defense drone producer that goes kaboom (100% growth)

Fast-growing at 25%/year and a forward EV/EBIT of 3.3

A high gross margin software company trading at a PE of 7

FREE

➡️Anexo Group

A secretly growing net-net at an EV/EBIT of 3

➡️Lovesac

Lovesac - The fastest growing company in the furniture industry- A destination analysis

➡️Fu Shou Yuan

Till death do us part: A multi-bagger in the funeral industry?

➡️Kaspi

Kaspi – The future Wechat of Central Asia? – A destination analysis

➡️Inmode

Deep dive into Inmode: Multi-bagger or value trap?

Inmode Updated 30-page Deep Dive

➡️Maison Solutions

Maison Solutions Inc. - a road to multi-bagger delights?

➡️Dino Polska

Dino Polska: Where is it headed? A destination analysis

➡️Tinybuild

Tinybuild (TBLD) dropped 96% in price since its IPO. Is this the beginning of a turnaround?

➡️Connexion Mobility

SAAS Software at a PE of 7

➡️Adyen

Adyen: A destination analysis, where is it headed after Investor Day?

Quarterly Calls (PRO)

Q1 2025 Quartely call

Tools

➡️On different software tools and data quality

📊5 investing tools and the dangers of bad data quality

➡️How to use Perplexity

5 steps to accelerate your stock research with Perplexity AI

Annual reviews

2024

100-bagger hunting - 5 takeaways from 2024

Half-year review - 11 companies - still investible?

2023

2023 Annual review: Investment mistakes and goals for 2024

Short stock ideas

The n°1 stock pitch from Omaha

TOP 2 "Lynch" fast growers to buy

Another Pharma becoming a 70-bagger?

1 potential multi-bagger and a Zebra

🥢Japan, found 3 gems in the rubble? 💎

A to Z n°4/10 five microcaps in 5 minutes and a Fallout tribute

3 "buy-on-a-dip" companies to hold forever

Cherish your losers, if you have any

Using first principles to boost investment returns

A microcap monopoly, could it exist?

Forget the circle of competence, and the cheapest bank in Europe?

A wide moat company, a small cap compounder and a profitable microcap go into a bar...

Jensen's advice for a looming recession

5 watchlist Companies and a Quality Investing Strategy

3 Tollway companies - Buffett’s favorite type of business

3 companies inflecting towards high ROIC

A mini-Palantir growing fast

1-foot hurdles: 192 companies with an FCF yield > 100%

The next Moody’s (5-bagger in 10 years) and Brad Pitt’s investing wisdom

50 Wide MOAT Companies, which one reigns supreme?

"Investing in 123" On patience and a multibagger in litigation?

From SpaceX to Einstein and how to gain an edge in investing

"Investing in 123" On trading and living in the moment

A to Z quick and dirty n°3/10: Domino’s in Eurasia and Esotiq

A to Z Quick and Dirty nr. 2/10: Five Companies in five minutes

A to Z: Quick and Dirty n°1/10: AMTE.L, AEO.L, ANR.W, B90.L, BCM.W and BBT.W

Earning updates

This microcap won’t stay micro for long…

Dino Polska is accelerating!

A small fintech accelerating earnings (+40% yoy)

A microcap monopoly accelerating growth

The hidden monopoly is getting stronger

Adyen H2 earnings ($ADYEN/$ADYEY)

From heaven to hell: $ADYEY and $INMD

Adyen update in 3 minutes + Do you rank your stocks?

Retail adventures in Poland: Is Dino still on track + a short position?

Inmode Update in 7 steps: Beautiful devices and nasty lawsuits

Multibagger breakdowns

➡️Shelly Group

An under-the-radar 20-bagger

➡️EZZ Life Sciences

I missed a 10-bagger in 6 months (IRR = 9900%)

➡️Epsilon Net

Epsilon Net - A 10-bagger. Can it repeat that feat?

May the markets be with you, always!

Kevin