100-Bagger Hunting

100-Bagger Hunting

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100-Bagger Hunting
100-Bagger Hunting
A fast-growing, under-the-radar (30% ROIC) serial acquirer trading at a P/E of 10

A fast-growing, under-the-radar (30% ROIC) serial acquirer trading at a P/E of 10

Too good to be true

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Kevin
Jun 27, 2025
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100-Bagger Hunting
100-Bagger Hunting
A fast-growing, under-the-radar (30% ROIC) serial acquirer trading at a P/E of 10
4
13
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I admit it.

I have an addiction.

It’s those damn protein shakes.

They are popping up everywhere I see.

Is it me? Or is my reference frame out of whack?

You know, when you finally decide to change to a new car. And your wife says: Hey, this time we should go for a Honda Passport.

A what?

Never heard of it.

And then suddenly, everywhere you look, you see all those Hondas riding in front of you that you never noticed before.

Or maybe it’s because I’m a diabetic. (Don’t feel sorry for me. I’m a lot healthier, thanks to it. But still, one must avoid sugar and consume protein.)

In typical Lynch style, it so happens there is a company growing like nuts that sells protein powder, and a whole slew of other products.

  • Buy fast growers ✅

  • Buy something close to you. ✅

  • Buy something you can understand ✅

Mr. Lynch would be proud.

And for the record, this is not a turnaround. It’s a high-quality small company with lots of growth levers for the future that I think can double in the next 3-5 years.

Here are some more stats:

  • Revenue growth of 20% +

  • Cash flow from operations growth at 57% 3-Y CAGR

  • Generating free cash flow at a 15% margin and reinvesting heavily

This deep dive is structured in the following way:

Time to dive in ⬇️

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