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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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6
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
32
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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
24
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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
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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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14
Lovesac - The fastest growing company in the furniture industry- A destination analysis
At the end of last year, I organized a little contest.
Feb 23, 2024
•
Kevin
11
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Lovesac - The fastest growing company in the furniture industry- A destination analysis
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2
Till death do us part: A multi-bagger in the funeral industry?
Fu Shou Yuan: A destination analysis
Jan 26, 2024
•
Kevin
14
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Till death do us part: A multi-bagger in the funeral industry?
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11
Kaspi – The future Wechat of Central Asia? – A destination analysis
The ring of power in J.R.R.
Dec 15, 2023
•
Kevin
16
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Kaspi – The future Wechat of Central Asia? – A destination analysis
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