Thanks to visit codestin.com
Credit goes to themultibaggerplaybook.substack.com

The Multibagger Playbook

The Multibagger Playbook

Home
Notes
🎓 Multibagger Masterclass
💡10× Multibagger Ideas
💼 Multibagger Portfolio
📚 Multibagger Quick Pitches
🌱 100× Seeds Ideas
🎯 The MultiBagger Portfolio Reset: New Year, New Starting Line
We’re launching a fresh “early-phase” portfolio for 2026 built for new multi-baggers, not legacy winners.
Codestin Search App
 • The Multibagger Playbook
100× Seed Idea - “We already bagged a 130×. Now we’re hunting the next one.”
A quiet compounding machine with the numbers to turn decades into dominance.
 • The Multibagger Playbook
💥 $323M ARR at ~85% Gross Margin: The “Consumer SaaS” Stock Hiding in Plain Sight
Arlo is turning cameras into a recurring-revenue engine—and the market still half-prices it like hardware.
 • The Multibagger Playbook
Most Popular
View all
From £6m to £95m: The Tiny Software Roll-Up I Think Can 5–10x From Here
 • The Multibagger Playbook
This “Boring” Insurance Stock Turned €10,000 Into €260,000 – And I Still See 3–5x Upside
 • The Multibagger Playbook
ROIIC > ROIC: The One Metric Multibagger Hunters Can’t Ignore 📈
 • The Multibagger Playbook
55% Gross Margin, One-Third Recurring Revenue - And an Enterprise Value That Still Assumes Trouble
 • The Multibagger Playbook
🟢+238% Bull Potential — Independent Gas Producer Small Cap
 • The Multibagger Playbook
37% Revenue Growth, 150% Earnings Growth – And Almost Nobody Is Watching This Adtech Micro-Cap
Codestin Search App
 • The Multibagger Playbook
💥 $7.4B Net Revenue, 11.5M Paid Subs, ~$95M Recurring Run-Rate: My 2026 “Fresh Cash” Buy List
Two category-kings I’d hold through volatility - plus three U.S. small caps where the upside comes from operating math, not hope.
Codestin Search App
 • The Multibagger Playbook
🟢+430% Bull Potential - Developer-First Cloud Platform Small Cap
Falling EV/Sales ~3.50→~3.00 (’25E→’26E), rising implied FCF yield ~5.6%→~6.7% — cash, not rerating, drives upside.
 • The Multibagger Playbook
The Buyback Test: When Repurchases Create Value (And When They Don’t)
Buybacks aren’t automatically shareholder-friendly. They’re either the cleanest way to compound per-share value… or a quietly expensive way to paper…
 • The Multibagger Playbook
The AI Boom’s Dirty Bottleneck: One Tiny Supplier Is Quietly Taxing the “Trust Layer”
If model failures become board-level risk, the market will stop pricing this like outsourced labor and start pricing it like critical infrastructure.
 • The Multibagger Playbook
55% Gross Margin, One-Third Recurring Revenue - And an Enterprise Value That Still Assumes Trouble
A lab-tools business with a growing installed base, rising recurring revenue and an enterprise value that still prices in a lot of doubt.
 • The Multibagger Playbook
🧬 Dilution Hygiene: The Per-Share Compounding Test
Why multibaggers are built on FCF/share, not stories per share.
 • The Multibagger Playbook
37% Revenue Growth, 150% Earnings Growth – And Almost Nobody Is Watching This Adtech Micro-Cap
A tiny, profitable user-acquisition platform with real cash flow, no debt, and a shot at compounding far beyond its current size.
Codestin Search App
 • The Multibagger Playbook
The Multibagger Playbook
The Multibagger Playbook
🎯 We try to beat the market by identifying potential Multibagger Stocks.
Recommendations
View all 16
Panic Drop
Panic Drop
Panic Drop - Timothy Assi
The Rogue Quant
The Rogue Quant
The Rogue Quant
MacroEdge
MacroEdge
MacroEdge
SmartReversals’ Trading Compass
SmartReversals’ Trading Compass
SmartReversals
Don’s Newsletter
Don’s Newsletter
Don Durrett

The Multibagger Playbook

AboutArchiveRecommendationsSitemap
© 2026 The Multibagger Playbook · Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Codestin Search App Start your SubstackGet the app
Substack is the home for great culture