The Multibagger Playbook
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The Multibagger Playbook
🎯 We try to beat the market by identifying potential Multibagger Stocks.
10 posts · theirs
Lately
📚 Multibagger Quick Pitches: A $22.5B Backlog, 27 Straight Dividend Raises, and 17% Premium Growth
🟢 +270% Bull Potential - 67.7% EBIT Margin, 57% Growth, Roughly 10x Earnings
Multibagger Model Portfolio Update: Seven Up, Five Down, Net Flat
Third Guidance Raise This Year, +48% in a Day, and a Turnaround Nobody Noticed
⚔️ Head to Head: Snowflake vs Datadog. Same Growth Rate. Rule of 46 Against Rule of 61.
🟢 +280% Bull Potential - 97% Gross Retention, Margins Up 1,300bps, Down 34%
⚔️ Head to Head: EMCOR vs Comfort Systems, Same Industry, Same AI Boom, Half the Multiple
📚 Multibagger Quick Pitches: EPS +60%, Backlog Over $5B, 102 Acquisitions
🟢 +240% Bull Potential - Gross Margin +480bps, Down 39%, 19x Earnings
Magnificent Business, Uncomfortable Verdict
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