The Multibagger Playbook
\ud83c\udfaf We try to beat the market by identifying potential Multibagger Stocks.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 96 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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themultibaggerplaybook.substack.comLatest Issues
The Social Media Platform Down 66% in 12 Months. Enterprise Customers Growing 18%. ACV Up 16%. 0.67× EV/Revenue. The Market Is Pricing Permanent Decline. The Enterprise Data Says Otherwise.
$404M in remaining obligations. 1 billion social data points processed daily. Non-GAAP FCF up 55% in 2025. New CEO. Clear upmarket pivot. The SMB churn is real. The enterprise acceleration is also rea
There are two completely different bus...
🟢 +250% Bull Potential - Revenue Reaccelerating From 8% to 17%. RPO +31%. 47% of Customers Now Multi-Product. The Product Analytics Platform That Just Turned Its Growth Story Around.
$374M ARR. Revenue growth doubled in 12 months. Best new ARR quarter since 2021. 77% of multi-product customers expanding. The market is still pricing the 2024 slowdown.
A year ago this business was growing revenue at 8%.
+201% Revenue Growth. 18 Consecutive Beat-and-Raise Quarters. Down 60% on an Algorithm Change. Three Numbers. Three Completely Different Stories.
One builds the cables AI data centres cannot function without. One has beaten and raised 18 quarters in a row. One sells 70% of its revenue to repeat customers and got sold off because a single ad pla
Every week the analysis goes through e...
Why I Started This Newsletter - And What I Am Actually Trying to Build.
I want to tell you something I have not written about before.
Not a stock pitch. Not a portfolio update. Not a framework for how to read an earnings call.
Just the honest answer to a question I get asked regularly: why does this exist?
*...
🟢 +240% Bull Potential - $1.9B ARR Growing 30%. GAAP Profitable. 37% Large Customer Growth. The Physical World Still Needs an Operating System. The Market Has Not Priced What That Means.
$1.6B revenue. 78% gross margins. 13% FCF margin. $100K+ ARR customers up 37%. AI Safety Coach just launched. FY2027 guide +21-22%. The operating system for trucks, construction sites, and physical op
From our scenario math below, expected...
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Finding tomorrow’s multi-baggers today - deep dives, clear strategy, proven compounding.
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