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The Multibagger Playbook

The Multibagger Playbook

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🎓 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.
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🚀 The “Founder-Obsessed” Compounder: €106.7M Revenue, 24% EBIT - and Still Early
Why this European smart-building company has the rare multi-bagger ingredients: open architecture, a pro-installer flywheel, and founder-led product…
 • 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
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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 📈
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55% Gross Margin, One-Third Recurring Revenue - And an Enterprise Value That Still Assumes Trouble
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🟢+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
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💥 $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
💥 $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.
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🟢+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.
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The Multibagger Playbook
The Multibagger Playbook
🎯 We try to beat the market by identifying potential Multibagger Stocks.
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