Multibagger Insights

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Spyglass Pharma: The End of Eye Drops or a Risky IPO?
Does it challenge Harrow?
 • The T-shaped Investor
Doubling Down? Why Duolingo’s Upside Warrants Caution and Conviction
Weighing long-term upside against platform risks as Duolingo hits its most compelling valuation yet.
 • The T-shaped Investor
Why I Remain Bullish about Harrow Inc
Key reasons for my optimism: product development, affordability, and future pipeline.
 • The T-shaped Investor
Zeta Global: Data, Diversification, and Dilemmas
A Balanced Look at Zeta’s Strengths, Valuation, and Lingering Concerns
 • The T-shaped Investor
PROCEPT BioRobotics
A High-Growth Leader in BPH Treatment Facing Headwinds on the Road to Profitability
 • The T-shaped Investor
Harrow Inc: Asymmetric Upside with Real Risks
Scaling branded products, Expanding into Retinal Biosimilars, and Reshaping U.S. Eyecare
 • The T-shaped Investor
FICO’s Dominance Tested: High Rewards, High Risk
Unpacking FICO’s Market Leadership, Growth Opportunities, and the High-Stakes Risk of Customer and Competitive Disruption
 • The T-shaped Investor
Figma: The Collaborative Design Powerhouse
A category-defining design platform with rapid growth, sticky economics, and a rich IPO valuation testing investor conviction.
 • The T-shaped Investor
ASML's Asymmetric Upside
A Deep Dive into Management Guidance, Customer Capex, and Bull vs. Bear Valuation Paths
 • The T-shaped Investor
The 4% Rule Still Works — If You Outperform Just a Little
Backtesting the 4% Rule: Outperformance vs. Lower Spending in Retirement
 • The T-shaped Investor
Multibagger Insights
Multibagger Insights
Broad research. Deep conviction. A T-shaped approach to hunting multibaggers. I share the rigorous 'Buy or Pass' theses behind my personal portfolio.
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