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Misunderstood Multibagger #1
A P/E of ~23, a forward P/E below 20, revenue growth nearly 70%, almost no debt, and founder-led.
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$PNG.V / $KRKNF — Kraken Robotics (Investment thesis)
Nov 20, 2025
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Misunderstood Multibaggers
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100 stock ideas heading into 2026
Dec 31, 2025
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Misunderstood Multibaggers
18
7
Nebius - Update Valuation Model
Dec 14, 2025
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Misunderstood Multibaggers
13
3
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Nebius — Catalysts Explained
Oct 20, 2025
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Misunderstood Multibaggers
13
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10 founder-led companies
A list of 10 great founder-led companies which I believe are at least watchlist-worthy.
Jan 4
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Misunderstood Multibaggers
18
3
100 stock ideas heading into 2026
Here's my 15K words text (my largest article so far) on my top 100 stock ideas for 2026.
Dec 31, 2025
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Misunderstood Multibaggers
18
7
Portfolio update - 21/12/2025
My most thorough and useful portfolio update to date.
Dec 21, 2025
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Misunderstood Multibaggers
6
1
1
Nebius - Update Valuation Model
An updated valuation model, including key observations on Nebius and how I plan to manage my position.
Dec 14, 2025
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Misunderstood Multibaggers
13
3
1
Portfolio Update - 23/11/2025
A detailed portfolio update covering the moves I’ve made, what I’m planning next, and a full look at my current holdings.
Nov 23, 2025
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Misunderstood Multibaggers
9
2
$PNG.V / $KRKNF — Kraken Robotics (Investment thesis)
A deep dive into one of the most underfollowed and highest potential defence stocks.
Nov 20, 2025
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Misunderstood Multibaggers
32
1
3
My First Ever Portfolio Update
Here’s exactly how my portfolio looks right now.
Nov 2, 2025
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Misunderstood Multibaggers
23
17
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Investor in Misunderstood Companies
Trying to find the next misunderstood bagger | NFA | Enjoy!
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