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Hidden serial acquirer up 125% in 6 months
Multibagger in the making
Oct 17
•
Kevin
32
2
12
A small medtech company growing at 50%/year
When profits meet purpose
Sep 26
•
Kevin
43
2
15
David vs Goliath, David is winning and growing fast
When margins expand...
Aug 15
•
Kevin
28
4
12
From a 200M to a 1 billion dollar Business: A roll-up in security growing at 43% per year
Averaging up
Jul 31
•
Kevin
33
5
13
A fast-growing, under-the-radar (30% ROIC) serial acquirer trading at a P/E of 10
Too good to be true
Jun 27
•
Kevin
32
4
14
55% revenue growth, 158% expected return. I’m buying.
I love niche companies
May 30
•
Kevin
31
6
13
A secretly growing net-net at an EV/EBIT of 3
Is a heist going on?
Apr 25
•
Kevin
32
2
9
TOP 2 "Lynch" fast growers to buy
Time to lock and load
Apr 18
•
Kevin
33
7
19
Rearm Europe: A defense drone producer that goes kaboom (100% growth)
Pardon my French
Apr 4
•
Kevin
33
4
15
Fast-growing at 25%/year and a forward EV/EBIT of 3.3
Yep, I’m buying
Mar 21
•
Kevin
29
2
17
Another Pharma becoming a 70-bagger?
High Yield Low Risk
Mar 14
•
Kevin
33
8
15
A hidden monopoly promising multi-bagger returns
Pivoting into something wonderful
Feb 14
•
Kevin
32
2
5
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