3 New Multibagger Ideas in One Post
A special edition - every name I'll be covering over the next few weeks
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Back in April, I shared five mini-theses in one post and let you see the research queue before any of it was published in full.
It was one of the most popular things I’ve ever done here.
So today you’re getting the sequel: three new ideas, one post, and a preview of the next month of the newsletter.
Each company checks the boxes I look for:
Small size with room to compound
High returns on capital or a clear path to them
Management with skin in the game
A reason the market is mispricing it
What’s inside:
Idea #1: A tiny cybersecurity company sitting on a regulatory tailwind with real teeth - and a distribution deal with a $5 billion partner that could rewrite its revenue trajectory
Idea #2: An aerospace repair shop with a record backlog, a fortress balance sheet, and a temporary supply-chain problem the market is treating as permanent
Idea #3: A US market leader in an unglamorous niche, compounding quietly on London’s forgotten AIM exchange - with a listing catalyst hiding in plain sight
Each will get the full Multibagger Ideas treatment in the coming weeks.
Here are the ideas…