100-Bagger Hunting

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A small fintech accelerating earnings (+40% yoy)
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A small fintech accelerating earnings (+40% yoy)

How about that for operating leverage...

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Kevin
May 14, 2025
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100-Bagger Hunting
A small fintech accelerating earnings (+40% yoy)
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Before diving into today’s article, I wanted to thank you.

It is with great pride (and even more humility) that our newsletter has received the Substack Bestseller status.

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Our goal is to improve ourselves and this newsletter by 1% every day. The quality of our offering will keep increasing throughout the year. We continue to develop more features for our investor portal. More on that in one of our future posts.

Now onto today’s article ⬇️


2 months ago, we posted this write-up

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

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

Kevin
·
Mar 21
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The thesis was simple:

A high probability of doubling in the next 3-5 years based on pure earnings growth.

Digging deeper, management told me:

“What investors miss is our operating leverage. You’ll see it play out in the coming quarters.”

I was skeptical.

This week, the company disclosed its Q1 earnings ⬇️

A +40% EBIT increase compared to Q1 2024, resulting in a record high EBIT quarter since the founding of the company.

At this rate, doubling is not going to take 3 years…

Let’s dive deeper into the earnings report.

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