400,000 words on investing, 200 articles
Your investing bible
A new milestone: more than 2 years of writing, over 200 articles written, and 400,000 words published.
Time to organize them so you can find them!
You’ll find all of them below. The articles that start with NEW, are the ones added since our last update.
Articles with a * are paid. If you want access to the full library ⬇️
Categories: Start Here · Portfolio Performance · Stock Deep Dives · AI Tools for Investors · Investment Ideas · Frameworks · Lessons from Great Investors · Earnings Updates
I will be less online in the coming 2 weeks as I will be traveling to Spain with the family. More articles incoming afterward!
Start Here
New to 100 Bagger Hunting?
These are the foundations of how I think and invest.
How to hunt for 100-baggers, an investment check-list — A full checklist for hunting 100-baggers — the original.
100-Baggers, where are they born? — Where 100-baggers actually come from — the common traits.
How to hunt for 100-baggers — Updated 100-bagger hunt with 50 companies from Joel Greenblatt.
My 100-bagger investing philosophy — The core philosophy behind every pick on this newsletter.
The 8-step AtmosInvest Investment process — My 8-step investment process, start to finish.
Portfolio Performance (most recent first)
Annual, half-year, quarterly, and monthly updates on how the portfolio is doing.
NEW Quarterly video update (for pro)* — Q2 2026 quarterly video update for Pro members.
NEW Portfolio update: May 2026* — May 2026 — positions, sizing and what changed.
April 2026 portfolio review* — Atomical Capital reveal — and a candid portfolio update.
Quarterly video Update* — Q4 2025 quarterly video update for subscribers.
2025 was crazy — A wild 2025 reviewed, with lessons carried into 2026.
Up 71%, End of year Portfolio Update (Jan 26)* — +71% for the year — what worked, what didn’t.
Pro Q3 2025 Update* — Q3 2025 portfolio review for Pro members.
Monthly Portfolio Update (Dec 25)* — December 2025 — up 18% on the month.
Monthly Portfolio Update* — Monthly portfolio check-in with position-sizing commentary.
Quarterly Call Q2 2025* — Q2 2025 quarterly call for Pro members.
Half Year in: 6 to 25% YTD* — Mid-2025: from +6% to +25% YTD, plus a 20-bagger I missed.
Q1 2025 Quartely call* — Q1 2025 quarterly call recording.
100-bagger hunting - 5 takeaways from 2024 — 5 takeaways from 2024 — mistakes to avoid.
Half-year review - 11 companies - still investible? — 11 portfolio companies reviewed — still investible?
2023 Annual review: Investment mistakes and goals for 2024 — 2023 in review: mistakes made, goals for 2024.
Stock Deep Dives (most recent first)
Individual company analyses, destination analyses, and new buy pitches.
NEW 50% market cap in cash. 7% FCF yield.* — Half the market cap in cash, activists pushing for unlock.
NEW The Pentagon is funding my next 100-bagger candidate — A defense-funded autonomy bet, and why survival beats averages.
NEW A cheap AI-resilient software play — Israeli telecom software at 8x earnings after cash.
NEW This $400m microcap is the hidden backbone of the world Cup* — A cyclical hardware vendor becoming a recurring-revenue platform.
Data infrastructure 5x play* — A data infrastructure play derisking into a potential 5x.
This software company, impervious to AI, has never been cheaper* — A software company AI can’t kill — never been cheaper.
A double or triple, hidden from the markets* — A base business with a hidden future-growth business layered on top.
Important info on the 10x opportunity* — Addendum to the 10x opportunity — engineering data matters.
A data infrastructure 10x opportunity* — The setup for a potential 10x in data infrastructure.
172% upside for this hidden serial acquirer* — CareCloud: 172% upside if the turnaround delivers.
Industry roll-up at a 20% free cash flow yield (and poised for growth) — Industry roll-up at a 20% FCF yield and still growing.
Weight watchers, value trap or multibagger? — Weight Watchers: value trap or multibagger? My take.
If Constellation Software and SAP had an Italian child...* — An Italian serial-acquirer that looks like baby Constellation + SAP.
Update on one of the best risk-reward setups out there* — Update on one of my highest-conviction risk/reward setups.
Hidden Earnings power about to be unleashed* — Tiny, quality, and an earnings inflection coming.
Poised for 2,500% returns like Costco? — Long runway, Costco-style compounder potential.
A data center liquid cooling play — A data center liquid cooling pick with real tailwinds.
Towards a multibagger with the twin engines* — Toward a multibagger with twin engines — Deep Dive part 1.
Is Fiserv an easy double? — Fiserv — is it an easy double from here?
Hidden serial acquirer up 125% in 6 months* — A hidden serial acquirer up 125% in 6 months.
A small medtech company growing at 50%/year* — A small medtech growing 50%/year with purpose and profit.
A double in 5 years with the potential for more* — A microcap with unique growth — double in 5 years, maybe more.
David vs Goliath, David is winning and growing fast* — David vs Goliath: margins expanding, I’m buying.
From a 200M to a 1 billion dollar Business: A roll-up in security growing at 43% per year* — Security roll-up growing 43% from $200M toward $1B.
A fast-growing, under-the-radar (30% ROIC) serial acquirer trading at a P/E of 10* — 30% ROIC serial acquirer at a P/E of 10 — too good to be true?
55% revenue growth, 158% expected return. I’m buying.* — 55% revenue growth, 158% expected return — I’m buying.
A small fintech accelerating earnings (+40% yoy)* — A small fintech with +40% YoY earnings — operating leverage kicking in.
The n°1 stock pitch from Omaha* — The #1 stock pitch from Omaha — not what you’d expect.
A mini-Palantir growing fast* — A mini-Palantir growing fast, with a smaller crowd watching.
A microcap monopoly accelerating growth* — A microcap monopoly accelerating into a faster growth phase.
A secretly growing net-net at an EV/EBIT of 3 — A net-net at EV/EBIT of 3 — secretly growing.
Rearm Europe: A defense drone producer that goes kaboom (100% growth)* — A European defense drone producer with 100% growth.
Fast-growing at 25%/year and a forward EV/EBIT of 3.3* — 25%/year growth at a forward EV/EBIT of 3.3. I’m buying.
Another Pharma becoming a 70-bagger?* — Another pharma setup with 70-bagger potential.
This microcap won’t stay micro for long…* — A microcap that won’t stay micro much longer.
Dino Polska is accelerating! — Dino Polska is accelerating — the setup.
The hidden monopoly is getting stronger* — Update: the hidden monopoly is getting stronger.
A hidden monopoly promising multi-bagger returns — A hidden monopoly pivoting into something wonderful.
One 100-bagger for you! — One potential 100-bagger — skill plus a little luck.
An under-the-radar 20-bagger — An under-the-radar 20-bagger — what’s the next leg?
A high gross margin software company trading at a PE of 7* — High gross margin software at a P/E of 7.
Inmode Updated 30-page Deep Dive — InMode — full 30-page deep dive, updated.
Epsilon Net - A 10-bagger. Can it repeat that feat? — Epsilon Net — a 10-bagger. Can it repeat the feat?
Retail adventures in Poland: Is Dino still on track + a short position? — Is Dino still on track? Plus a short position.
Lovesac - The fastest growing company in the furniture industry- A destination analysis — Lovesac — the fastest growing furniture company.
Inmode Update in 7 steps: Beautiful devices and nasty lawsuits — InMode in 7 steps: beautiful devices, nasty lawsuits.
Till death do us part: A multi-bagger in the funeral industry? — Fu Shou Yuan — a multibagger in the funeral industry.
Kaspi – The future Wechat of Central Asia? – A destination analysis — Kaspi — the future WeChat of Central Asia?
Tinybuild (TBLD) dropped 96% in price since its IPO. Is this the beginning of a turnaround? — Tinybuild down 96% — is this the turnaround?
Adyen: A destination analysis, where is it headed after Investor Day? — Adyen — destination analysis post investor day.
Inmode: destroy the long thesis, 7 risks to consider, selling rules, and Q3 update — InMode — 7 risks, selling rules, and a Q3 update.
Dino Polska: Where is it headed? A destination analysis — Dino Polska — destination analysis.
Deep dive into Inmode: Multi-bagger or value trap? — InMode — the original deep dive: multibagger or value trap?
Maison Solutions Inc. - a road to multi-bagger delights? — Maison Solutions — a road to multibagger delights?
CD Projekt: Taking the company to the next level? — CD Projekt — taking the company to the next level?
AI Tools for Investors
How I use AI (GPT, Claude, Perplexity, Grok) to accelerate stock research. Love AI for investing?
➡️I have a dedicated newsletter on the topic: Invest with AI.
NEW My investing tech stack — The five tools behind my daily research workflow.
NEW This tool has saved me hours on stock research — Five Fiscal.ai features that cut research time.
Better Call Grok: 5 prompts to analyze a stock in less than a minute — 5 Grok prompts to analyze a stock in under a minute.
5 steps to accelerate your stock research with Perplexity AI — 5 steps to accelerate stock research with Perplexity AI.
Perplexity Finance VS GPT-5—here’s what truly wins — Perplexity Finance vs GPT-5 — which wins for research?
3 prompts to find hidden winners — 3 prompts to find hidden winners.
GPT5.2 for stock analysis is here… — GPT-5.2 for stock analysis — plus a descent into cybersecurity.
GPT5: Will it supercharge your stock analysis?* — GPT-5 applied to The Trade Desk (TTD).
Measure pricing power in 1 minute with a simple prompt — A one-minute prompt to measure pricing power.
A 4-step AI enhanced stock analysis process — A 4-step AI-enhanced stock analysis process.
📊5 investing tools and the dangers of bad data quality — 5 investing tools — and the dangers of bad data quality.
Is AI going to kill your favourite SaaS company? — An AI-resilience checklist — is your favorite SaaS safe?
Will your portfolio companies die by AI? — Will your portfolio companies die by AI?
Investment Ideas
Screens, lists, and roundups — raw idea flow to dig into.
NEW The 15 best stock pitches from Omaha* — Ideas swapped in Omaha — part 1 of 3.
NEW The 15 best stock pitches from Omaha part 3* — Ideas swapped in Omaha — part 3 of 3.
NEW The 15 best stock pitches from Omaha part 2* — Ideas swapped in Omaha — part 2 of 3.
NEW Opportunities in the medtech sector* — How CMS reimbursement changes reshaped the medtech opportunity set.
A death-focused serial acquirer: recession-proof — Death and taxes — a serial acquirer in death care.
72 quality companies generated using Buffett’s checklist — 72 quality companies generated with Buffett’s checklist.
Peter Lynch’s golden rules: 41 Fast Growers on the cheap — 41 fast growers on the cheap — Peter Lynch’s rules applied.
50 Wide MOAT Companies, which one reigns supreme? — 50 wide-moat companies — which one reigns supreme?
Top 4 favorite stocks to own forever — Top 4 favorite stocks to own forever.
3 companies inflecting towards high ROIC — 3 companies inflecting toward high ROIC.
20 Founder-Led Companies: The one skill you need to look for! — 20 founder-led companies and the one skill that matters.
5 watchlist Companies and a Quality Investing Strategy — 5 watchlist companies and a quality investing strategy.
1-foot hurdles: 192 companies with an FCF yield > 100% — 192 companies with an FCF yield > 100%.
TOP 2 “Lynch” fast growers to buy* — The top 2 Lynch-style fast growers to buy now.
Blooming Ideas: Springtime Investment Collaboration — 7 investors, 7 companies of all sizes — a collaboration.
100 Software companies tested for AI resilience — 100 software companies stress-tested for AI resilience.
3 Tollway companies - Buffett’s favorite type of business — 3 tollway companies — Buffett’s favorite business model.
1 potential multi-bagger and a Zebra — 1 potential multibagger and a turnaround Zebra.
🥢Japan, found 3 gems in the rubble? 💎 — Japan — 3 gems found in the rubble.
142 serial acquirers to discover* — The database — 142 serial acquirers to dig into.
Frameworks
The reusable checklists, mental models, and tools I use to evaluate companies.
Finding Great Companies
The alchemy of multibaggers - Which factors can help us find them? — The factors that help find multibaggers — from theory to money.
Hunting for global stocks that return 1,000% — Hunting globally for stocks that return 1,000%.
Why unit economics matter when searching for multi-baggers — Why unit economics matter for multibaggers.
Picking the right wave for better returns — A 7-step checklist for picking the right wave.
How a Modified Lynch Strategy Could Transform Your Portfolio (While You Do Less Research) — A modified Lynch strategy — more edge, less research.
5 steps to pick a software company — 5 steps to pick a software company.
A 3-step ranking system to beat the market — A 3-step ranking system to beat the market.
10 key questions to discover the most profitable yet overlooked companies — 10 questions to uncover overlooked cash-rich companies.
A ranking system to beat the market — A market-beating ranking system: S for Sales Strength.
Fantastic MOATS and how to find them — Fantastic MOATs — and how to find them.
Valuation & Multiples
To boldly go, beyond ROIC: what to do? — Beyond ROIC — what to do when it isn’t enough.
Stop using the P/E multiple — Stop using the P/E — here’s the one multiple to rule them all.
Are discounted cash flow models useless? — Are DCF models useless? The competitive advantage period.
Unlocking 633 Billion USD - The cash conversion cycle and why you should care as an investor — Cash conversion cycle — why it matters, with $633B at stake.
6 things I learned about ROIC and how it can help identify a 100-bagger (applied to Inmode Ltd) — 6 things about ROIC — applied to InMode.
11 takeaways by applying Musk’s ‘first principles thinking’ to the P/E-ratio — 11 takeaways applying Musk’s first principles to P/E.
The 6 dangers of Return On Equity (example: Dino Polska) — The 6 dangers of ROE — Dino Polska example.
The valuation of a fine dining restaurant - Hof Van Cleve — Valuing a fine dining restaurant — Hof Van Cleve case.
Management & Capital Allocation
A Definitive Spinoff Checklist towards 1500% IRR — A definitive spinoff checklist — Marriott case study.
Show me the incentives, and I’ll show you the outcome, a checklist to evaluate management — A checklist to evaluate management incentives.
A 10-step checklist you can use to evaluate management capital allocation to make better investment decisions — A 10-step checklist to evaluate management’s capital allocation.
Buying, Selling & Position Sizing
Position sizing for massive returns — Position sizing — the most underused lever for returns.
5 steps to avoid stupid mistakes before buying in the markets — 5 steps to avoid stupid mistakes before you buy.
A stock investor’s n°1 secret weapon for excess returns — An investor’s #1 secret weapon for excess returns.
When to sell a position and boost returns? — When to sell a position — and how it boosts returns.
A strategy to increase your holding periods and get better returns: The Reactor Portfolio — The Reactor Portfolio — a strategy to increase holding periods.
Mindset & Mistakes
NEW How to find your investing edge for outsized returns — Bill Miller’s three edges, and how to build yours.
I missed a 10-bagger in 6 months (IRR = 9900%) — I missed a 10-bagger in 6 months — make sure you don’t.
5 easy steps to multibagger returns — 5 easy steps to multibagger returns — wisdom from India.
The one mistake 99% of investors make — The one mistake 99% of investors make — I made it too.
10 lessons from Darwin for 20% yearly returns — 10 lessons from Darwin for 20%/year returns.
From SpaceX to Einstein and how to gain an edge in investing — From SpaceX to Einstein — how to think for yourself.
Quality traps and how to avoid them to protect returns — Quality traps — and how to avoid them.
7 things to AVOID in the stock market (in 7 minutes) — 7 things to avoid in the stock market — in 7 minutes.
1 mistake I made and 7 easy tactics to make better decisions in investing — 1 mistake I made and 7 tactics for better decisions.
5 ways to tame our stone age brain — 5 ways to tame our stone-age brain for better returns.
Lessons from Great Investors
Takeaways from the masters: Buffett, Lynch, Greenblatt, Karman, Kantesaria and more.
NEW 5 (life) lessons from Omaha and the Berkshire Hathaway AGM — What the Berkshire AGM taught me beyond investing.
A simple strategy that beats the market — A simple strategy that beats the market — Polen Capital.
5 takeaways from Lynch’s 29% CAGR to find multibaggers — 5 takeaways from Lynch’s 29% CAGR — life cycle investing.
How to break the rules to find 100 Baggers — Break the rules to find 100-baggers — from one of the best books ever.
6 lessons from a 1000-bagger — 6 lessons from a 1,000-bagger. Yes, a thousand.
Growth, value, or quality, is all useless. The road to a 29% CAGR — Growth, value or quality — useless. The brilliance of Peter Lynch.
Stop Index Investing! — Stop index investing — 5 lessons from Seth Karman.
Gates & Buffett: How to invest, when you have little time — Gates and Buffett — Return on Invested Time.
5 lessons on “next level quality investing” towards a 15% CAGR — 5 lessons on next-level quality investing — Dev Kantesaria.
Divesting, Buffett’s most powerful capital allocation skill — Divesting — Buffett’s most powerful capital allocation skill.
Finding multi-baggers: 7 lessons from breaking down Paul Andreola’s investment strategy — 7 lessons from Paul Andreola’s multibagger strategy.
9 lessons for investors: How farmers yield higher returns — 9 lessons for investors — how farmers yield higher returns.
9 takeaways from the deals of Warren Buffett before his retirement at the age of 38. — 9 takeaways from young Buffett’s deals.
Earnings Updates
Quarterly and half-year check-ins on portfolio holdings.
NEW 26x revenue in the next 5 to 7 years* — Three portfolio CEOs from Microcap Las Vegas, reviewed.
NEW Power scarcity creates massive tailwinds — NUAI business update — power scarcity as the tailwind.
NEW Pharmx Update: Interview with the CEO* — PharmX CEO interview — what it adds to the thesis.
SAAS Software at a PE of 7 — H1 2025 update — SaaS at a P/E of 7.
Our second-best bet, up 50% this year* — Our #2 bet — Q2 2025 update, up 50% YTD.
A market-leading security roll-up aiming for a 5x in revenue* — IMB update — aiming for a 5x in revenue.
From heaven to hell: $ADYEY and $INMD — Adyen and InMode — from heaven to hell, welcome to purgatory.
3Y Sales CAGR of 48%: Code Cracked* — Q2 2025 — the small fast-grower with 48% 3Y sales CAGR.
Pharmx and sigma sign strategic partnership* — PharmX x Sigma partnership — what it means for PHX holders.
Adyen H2 earnings ($ADYEN/$ADYEY) — Adyen H2 earnings — expanding margins.
A banger quarter for CareCloud* — CareCloud Q3 2025 — a banger of a quarter.
The security roll-up, is it a buy?* — IMB Q1 2026 — the security roll-up, is it a buy?
Pharmx earnings update - Thesis aligment review* — PharmX H1 FY26 — earnings analysis.
Adyen update in 3 minutes + Do you rank your stocks? — Adyen update in 3 minutes — buy, hold or sell?
IMB update - thesis alignement review* — IMB H1 FY26 — thesis alignment review.
A solid quarter, time to buy more of this high ROIC serial acquirer?* — A high-ROIC serial acquirer — solid quarter, buy more?
Robot Payment - Addendum to quarterly update* — Robot Payment — addendum with IR feedback.
A prime example of operational leverage* — Robot Payment Q3 2025 — operational leverage in action.
May the markets be with you, always!
Kevin