Kevin
@100baggerhunt
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๐ Use AI to find small quality multibaggers https://t.co/08usenDrhe
Join 11,000 hunters โก๏ธ
Joined October 2022
I've spent years obsessing over 100-baggers. I recently found Anna Yartseva's study that analyzed 464 ten-baggers over 24 years. It challenged everything I thought I knew. FCF yield dominated every other factor. Here's why I'm rebuilding my approach:๐งต
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Looking for a delivery catheter to up-level your stroke intervention? Check out the recent clinical data to validate its real-world experience, delivering the aspiration catheter to the face of the clot in 100% of cases! Check out the article here.
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๐ New Interview out! @100baggerhunt explains how he finds multibaggers and avoids 0's in investing. I really enjoyed this conversation. ๐ Watch/Listen ๐น Website: https://t.co/1STi9hdqeB ๐น YouTube: https://t.co/oc7GvK63Sz
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Thanks @Valuehunte Love what you're doing!
How do you find 100 Baggers? @100baggerhunt explains his process Full interview drops tomorrow at 8 AM UK โฐ ๐ https://t.co/IzgcfAzTnS
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๐๐ค๐ช ๐ข๐ช๐จ๐ฉ ๐๐ฃ๐๐ช๐ง๐ ๐ฉ๐๐ ๐จ๐๐ค๐ง๐ฉ-๐ฉ๐๐ง๐ข ๐ฅ๐๐๐ฃ ๐ฉ๐ค ๐๐ฃ๐๐ค๐ฎ ๐ฉ๐๐ ๐ก๐ค๐ฃ๐-๐ฉ๐๐ง๐ข ๐๐๐๐ฃ. That's the case with I-TECH AB at the moment ๐
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Why donโt Catholics attend Holy Mass? Below are the percentages of CATHOLICS that attend Mass WEEKLY by nation: - Netherlands: 7% - France: 8% - Switzerland: 11% - Germany: 14% Out of every 100 Catholics in the Netherlands: only 7 attend Mass weekly?!!! What happened? Scandal?
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"The moment I realized I was analyzing companies wrong: I was looking for perfect businesses instead of improving businesses. A company going from terrible to mediocre can outperform one going from great to slightly better. Change creates opportunity."
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"My AI research workflow: Run companies through 5-prompt system โ Reject obvious nos in minutes โ Deep dive manually on survivors โ Fact-check with other sources This turns stock research from art into repeatable process."
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"The investing world is dominated by power laws, not normal distributions. 4% of stocks create all the wealth in the US market. Your portfolio performance is probably dominated by 1-2 big winners. Hunt for power laws, for outliers
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Premium menโs jewelry that elevates every fit. Black Friday deals live now!
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Focus on the ๐ฑ๐ฒ๐๐๐ถ๐ป๐ฎ๐๐ถ๐ผ๐ป, not the volatility. ๐๐ฉ๐ฆ ๐ฐ๐ฏ๐ญ๐บ ๐ณ๐ฆ๐ข๐ญ ๐ญ๐ฐ๐ฏ๐จ-๐ต๐ฆ๐ณ๐ฎ ๐ณ๐ช๐ด๐ฌ ๐ช๐ด ๐ต๐ฉ๐ฆ ๐ณ๐ช๐ด๐ฌ ๐ฐ๐ง ๐ฎ๐ช๐ด-๐ข๐ฏ๐ข๐ญ๐บ๐ป๐ช๐ฏ๐จ ๐ต๐ฉ๐ฆ ๐ค๐ฐ๐ฎ๐ฑ๐ข๐ฏ๐บ'๐ด ๐ฅ๐ฆ๐ด๐ต๐ช๐ฏ๐ข๐ต๐ช๐ฐ๐ฏ. - Nick Sleep
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"I concentrate in 12-13 companies, never more than 15. It's a bandwidth problem. I find it difficult to track more companies in detail while also searching for new opportunities. Position sizes can reach 15% at cost, growing to ?% as winners compound." (no set limit) Thoughts?
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Compounding at a CAGR of 15% ๐ Year 5: X2 ๐ Year 10: X4 ๐ Year 20: X16 ๐ Year 33: X100 It goes faster in the end. But 100-baggers need time. (26 years on average)
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Please click onto the image of APS Radio to hear classical music.
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One Prompt. 5 Seconds. Complete business model canvas of The Trade Desk Yeah, GPT-5 is useless...
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"AI tools are useful for preliminary research, not conviction building." You can use smart prompts to accelerate the initial process. But when building conviction, there's no substitute for reading 10-Ks yourself. That said, I use GPT-5 heavily to save hours on my research
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A 7th grade class picked stocks and beat 75% of professional fund managers. Their secret? They bought companies they actually understood. This is Peter Lynch's "explain it to a 10-year-old" rule that generated 2,475% returns. Here's how the strategy works: From 1977 to 1990,
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Today, we're launching Templates. A new way to personalize emails. Anyone on your team, from designers to marketers to developers, can create templates with our modern email builder.
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If you could only pick one company to buy in the payments industry and hold it for a decade?
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"Moats are always relative, never absolute. If your company has much higher gross margins than competitors, something good is happening. Same with ROIC. The key question: WHY is there a difference? What creates switching costs, network effects, or competitive advantages?"
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"The higher the quality of a company, the less valuation should matter for selling. Nick Sleep bought Amazon in 2003 with no idea about AWS. He bet on the business model and exceptional leadership. Hidden optionality by definition is hidden inside great companies."
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"Traditional DCF models assume terminal growth equals GDP growth after 10 years. This assumption kills your ability to value companies that can grow 20%+ for decades. Sometimes what's ""terminal"" is the model, not the business."
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