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David vs Goliath, David is winning and growing fast
When margins expand...
Aug 15
•
Kevin
27
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David vs Goliath, David is winning and growing fast
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2
From a 200M to a 1 billion dollar Business: A roll-up in security growing at 43% per year
Averaging up
Jul 31
•
Kevin
30
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From a 200M to a 1 billion dollar Business: A roll-up in security growing at 43% per year
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5
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
28
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A fast-growing, under-the-radar (30% ROIC) serial acquirer trading at a P/E of 10
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4
55% revenue growth, 158% expected return. I’m buying.
I love niche companies
May 30
•
Kevin
30
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55% revenue growth, 158% expected return. I’m buying.
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6
A secretly growing net-net at an EV/EBIT of 3
Is a heist going on?
Apr 25
•
Kevin
31
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A secretly growing net-net at an EV/EBIT of 3
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2
TOP 2 "Lynch" fast growers to buy
Time to lock and load
Apr 18
•
Kevin
33
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TOP 2 "Lynch" fast growers to buy
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7
Rearm Europe: A defense drone producer that goes kaboom (100% growth)
Pardon my French
Apr 4
•
Kevin
32
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Rearm Europe: A defense drone producer that goes kaboom (100% growth)
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4
Fast-growing at 25%/year and a forward EV/EBIT of 3.3
Yep, I’m buying
Mar 21
•
Kevin
29
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Fast-growing at 25%/year and a forward EV/EBIT of 3.3
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2
Another Pharma becoming a 70-bagger?
High Yield Low Risk
Mar 14
•
Kevin
33
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Another Pharma becoming a 70-bagger?
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8
A hidden monopoly promising multi-bagger returns
Pivoting into something wonderful
Feb 14
•
Kevin
25
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A hidden monopoly promising multi-bagger returns
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2
A high gross margin software company trading at a PE of 7
Possible multi-bagger potential
May 24, 2024
•
Kevin
30
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A high gross margin software company trading at a PE of 7
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6
Inmode Updated 30-page Deep Dive
Value trap or Opportunity?
May 10, 2024
•
Kevin
19
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Inmode Updated 30-page Deep Dive
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