Misunderstood Multibaggers
Trying to find the next misunderstood bagger | NFA | Enjoy!
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 9 months ago | Last Issue | 11 days ago |
| Active | |||||
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investorinmisunderstoodcos.substack...Latest Issues
Portfolio Update (FREE - April + May)
Welcome everyone to my first portfolio recap in nearly two months. A lot has happened since my last update, and in this article I’ll review all of it, along with my plans going forward.
Performance snapshot:
- YTD return: 49.2% vs. S&P...
Blaize ($BZAI) Thesis Update
My updated opinion and a breakdown of everything that’s unfolded over the past six months regarding Blaize.
Welcome everyone to this updated thesis on $BZAI. I’ve had quite a few requests to revisit my view on Blaize, so I decided it was t...
Why $HIMS?
Most recently (two and four weeks ago) I added meaningfully to my $HIMS position.
Previously, Hims & Hers made up roughly 5% of my portfolio. Today, that allocation has grown back into the double digits. That shift isn’t accidental, it ref...
Q1 2026 Portfolio Recap + Portfolio Update
This is my Q1 2026 portfolio recap including a portfolio update
The last time I updated the portfolio was over a month ago. Instead of publishing a routine performance update, I decided to take a different approach, one that adds more insi...
MercadoLibre - Deep Dive
Complete Investment Thesis of MercadoLibre
Welcome everyone to my first full deep dive of 2026.
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Long-term investor with a growth mindset | Posting about deeply undervalued, high-upside plays, enjoy! | CFA | Not Financial Advice
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