Multibagger Insights
The T-shaped InvestorResearch and mental models for high-conviction investing. Every Sunday, I deliver one rigorous deep dive or lesson to help you find—and understand—your next multibagger.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Subscribers | Read | multibaggerinsights.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Not All SaaS Are Created Equal
Axon’s Q4 2025 Earnings Just Proved It
ServiceNow: My Last Week's Realization
Last week, Antigravity stopped working.
SanDisk (SNDK)
A Best-in-Class Cyclical Play.
AI Discussion in Amazon, Reddit, and Uber Earning Calls
This week I tracked Amazon, Uber, and Reddit earnings closely. So, I will organize my thoughts around these earnings.
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Authors
The writers behind this newsletter.
Engineer, Architect, & Builder with a PhD in CS. I apply a T-shaped framework—broadening knowledge by turning rocks to uncover multibaggers. I share deep theses on why I Buy or Pass. Not financial advice.
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