Next’s Substack
Next 100 BaggersMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 15 | Founded | 2 years ago | Last Issue | 7 months ago |
| Active | |||||
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next100baggers.substack.comLatest Issues
A 14-Bagger Case Study
Every cycle produces a stock that screams, “You should’ve been here earlier.” This time it’s - up 14X in seven months. I’m up around 3X, which I’ll take, but I had chances at $10 and passed. That stings.
I saw this name around $10 more t...
Nebius: The AI Cloud Rocket Already Priced for Perfection
is the post Yandex, AI first infrastructure play. After Yandex N.V. sold its Russian assets in 2024 and rebranded, Nebius refocused on building AI cloud data centers across Europe and the U.S., with Arkady Volozh back in the CEO seat. In la...
AI Doesn’t Sleep. Neither Should Your Watchlist.
A few years ago, if you wanted exposure to the AI boom, you bought Nvidia. Maybe . Maybe a little if you were feeling global. That playbook worked until it didn’t.
Today, AI isn’t just a chip story. It’s a power story. Quite literally....
Oscar Health at the Edge: From Turnaround to Takeoff—Repriced, Not Broken
In Part 1 , we laid the foundation: Oscar Health isn’t your typical insurer. It’s a misunderstood healthtech hybrid with a real moat, explosive revenue growth, and an embedded call option on a trillion dollar market.
But then came the Jul...
Wall Street Is Sleeping on This $4B Healthtech Disruptor
Part 1 of 2: This deep dive covers Oscar’s business model, valuation setup, growth trajectory, and management alignment.
(Part 2 will unpack valuation targets, perception gap, bear scenarios, and my investment playbook.)
Oscar Health (...
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Engineer & ex-commodity trader | Hunting 10–100X SMID caps before Wall St | Investing full-time since ’12 | Free deep dives\ud83d\udc47 Educational research only. Not investment advice.
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