I research and share thesis-driven ideas on potential multibaggers. Not financial advice.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 131 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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🚨 Portfolio Update | MBI Model Portfolio
Update #4
The model portfolio and all associated content is for educational and informational purposes only. It does not constitute financial advice. Always do your own due diligence. To read our full disclaimer, click
Eight CEOs, One Playbook, Countless Multibaggers
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A CEO sits with five capital allocation options.
Most CEOs treat them like suggestions.
The great ones treat them like weapons.
Between 1965 and 2011, eight CEOs turned mundane businesses into co...
The Real Odds of Finding a Multibagger
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Every multibagger thesis has a growth rate in it.
The margin, the multiple and the share price a few years out all get built on top of it. And it is the number that gets the least scrutiny.
In 20...
🚨 Trade Alert | MBI Model Portfolio
7th September 2026
For those that missed it, a new position was added to the MBI Model Portfolio last week.
20% Growth, 66% Gross Margins, 9x Ex-Cash Earnings
The CEO spent twenty years at two of the biggest names in med-tech. He says he has never seen a customer list compound like this one...
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I research and share thesis-driven ideas on potential multibaggers. Not financial advice.
All great companies stumble | Deep research on beaten-down stocks
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