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100-Baggers, where are they born?
Chapter 1
Aug 22
•
Kevin
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100-Baggers, where are they born?
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GPT5: Will it supercharge your stock analysis?
Applied to The Trade Desk(TTD)
Aug 8
•
Kevin
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GPT5: Will it supercharge your stock analysis?
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3
Better Call Grok: 5 prompts to analyze a stock in less than a minute
Turning over rocks faster
Jul 25
•
Kevin
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Better Call Grok: 5 prompts to analyze a stock in less than a minute
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17
1 potential multi-bagger and a Zebra
Sometimes, turnarounds are good for hunting.
Aug 23, 2024
•
Kevin
22
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1 potential multi-bagger and a Zebra
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10
🥢Japan, found 3 gems in the rubble? 💎
Stay frosty 😎
Aug 9, 2024
•
Kevin
18
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🥢Japan, found 3 gems in the rubble? 💎
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4
Gates & Buffett: How to invest, when you have little time
Return on Invested Time (ROIT)
Aug 2, 2024
•
Kevin
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Gates & Buffett: How to invest, when you have little time
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13
📊5 investing tools and the dangers of bad data quality
Putting my money where my mouth is
Jul 19, 2024
•
Kevin
29
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📊5 investing tools and the dangers of bad data quality
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14
Quality traps and how to avoid them to protect returns
The competitive advantage period part 2
Jul 12, 2024
•
Kevin
20
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Quality traps and how to avoid them to protect returns
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12
Half-year review - 11 companies - still investible?
$DNP $ADYEY $TBLD $CXZ $INMD $EPSIL $MSS $KSPI $1448 $LOVE $SMLR
Jun 28, 2024
•
Kevin
23
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Half-year review - 11 companies - still investible?
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19
A to Z n°4/10 five microcaps in 5 minutes and a Fallout tribute
How SPECIAL is your company?
Apr 12, 2024
•
Kevin
4
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A to Z n°4/10 five microcaps in 5 minutes and a Fallout tribute
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2
Fantastic MOATS and how to find them
What is a MOAT?
Oct 6, 2023
•
Kevin
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Fantastic MOATS and how to find them
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2
A 10-step checklist you can use to evaluate management capital allocation to make better investment decisions
Introduction
Sep 29, 2023
•
Kevin
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A 10-step checklist you can use to evaluate management capital allocation to make better investment decisions
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