Deep Dives

172% upside for this hidden serial acquirer

A great opportunity

4 hrs ago • Kevin

Industry roll-up at a 20% free cash flow yield (and poised for growth)

A pick from the database

Feb 6 • Kevin

If Constellation Software and SAP had an Italian child...

A serial acquiring multibagger machine?

Jan 23 • Kevin

Poised for 2,500% returns like Costco?

Aim for the long-term

Dec 5, 2025 • Kevin

Towards a multibagger with the twin engines

Deep Dive part 1

Nov 21, 2025 • Kevin

Hidden serial acquirer up 125% in 6 months

Multibagger in the making

Oct 17, 2025 • Kevin

A small medtech company growing at 50%/year

When profits meet purpose

Sep 26, 2025 • Kevin

David vs Goliath, David is winning and growing fast

When margins expand...

Aug 15, 2025 • Kevin

From a 200M to a 1 billion dollar Business: A roll-up in security growing at 43% per year

Jul 31, 2025 • Kevin

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

Too good to be true

Jun 27, 2025 • Kevin

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

I love niche companies

May 30, 2025 • Kevin

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

Is a heist going on?

Apr 25, 2025 • Kevin

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