Sitemap - 2024 - 100 Bagger Hunting

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

A Definitive Spinoff Checklist towards 1500% IRR

Cherish your losers, if you have any

Stop Index Investing!

Using first principles to boost investment returns

An under-the-radar 20-bagger

A microcap monopoly, could it exist?

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

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

The one mistake 99% of investors make

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

How to hunt for 100-baggers

Jensen's advice for a looming recession

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

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

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

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

Stop using the P/E multiple

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

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

Picking the right wave for better returns

Top 4 favorite stocks to own forever

10 lessons from Darwin for 20% yearly returns

Your feedback is needed: Unleash yourselves and win a prize.

1 potential multi-bagger and a Zebra

From heaven to hell: $ADYEY and $INMD

🥢Japan, found 3 gems in the rubble? 💎

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

Divesting, Buffett’s most powerful capital allocation skill

📊5 investing tools and the dangers of bad data quality

Quality traps and how to avoid them to protect returns

START HERE

3 Tollway companies - Buffett’s favorite type of business

Half-year review - 11 companies - still investible?

🎙️ Interview Kevin | Atmos Invest

Will your portfolio companies die by AI?

5 watchlist Companies and a Quality Investing Strategy

9 lessons for investors: How farmers yield higher returns

72 quality companies generated using Buffett’s checklist

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

10 key questions to discover the most profitable yet overlooked companies

Inmode Updated 30-page Deep Dive

A ranking system to beat the market

Blooming Ideas: Springtime Investment Collaboration

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

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

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

A simple strategy that beats the market

Library

Polen Capital JRo Show transcript

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

5 ways to tame our stone age brain

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

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

Are discounted cash flow models useless?

AI Tools

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

Inmode Update in 7 steps: Beautiful devices and nasty lawsuits

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

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

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

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

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

One Pagers

The 8-step AtmosInvest Investment process