Introducing the Multibagger Research Portal

Announcing the giveaway winners - and giving away a few more subs...

It’s finally here…

Welcome to the Multibagger Research Portal!

There has been an immense amount of interest in this new development.

The note I posted just a week ago announcing it has been one of the most liked and restacked finance notes on the platform.

I honestly think this is at least a 3x to the value of a Multibagger Ideas subscription. Not only do you get everything on Substack, but you now have a completely dedicated research portal included in the price.

A huge amount of work has gone into building this, and it genuinely wouldn’t have been possible without your support.

Read until the end to see the winners and how to enter our next giveaway!

This post serves two purposes.

• First, I’m going to explain how the portal works and why I think it’s so groundbreaking for sharing finance content on Substack.

• Second, it’s the first time I’m sharing the link to the portal itself.

I’ve integrated it seamlessly with Substack, so as long as you have a paid subscription to Multibagger Ideas, you can use that email to log in to the portal.

It’s as simple as that.

The Problem with Substack

Substack has been an amazing platform for sharing ideas and growing the community, but it was never really built for equity research.

As the archive has grown, it’s become harder to find old write-ups, track which companies are in the portfolio, or get a sense of how the body of work hangs together.

That’s exactly what this portal solves - a single, clean place to keep the research organised, searchable, and easy to navigate.

So here’s what I’ve made…

The Portal

Start Here

Before you dive into the research, I’d recommend reading through the Foundation pages below. These cover my investment philosophy, the books that have shaped how I think, the live performance of every idea, and the disclaimers you should know about.

How the Portal Is Organised

On the main page you’ll find two databases that do most of the heavy lifting:

• Recent Updates shows the latest activity across the research library - new write-ups, thesis revisions, anything I’ve added or edited recently. This is the page to check when you come back to the portal.

• Full Research Archive holds every company I’ve covered - 28 of them at launch. The tabs at the top give you curated views - Model Portfolio, Covered, Watchlist - but the real power is in the filters.

You can slice by sector, geography, conviction level, ticker, and more. For example: filter to US companies, sort by highest conviction, then group by industry. Or pull up everything I’ve ever written on a single sector. This becomes more valuable as the archive grows.

You can also use the site’s main search bar (or the search button at the top of the database) to look up specific tickers or even keywords.

Inside Each Research Entry

Open any company page in the archive and you’ll find:

• Company properties - the same fields you can use to search and filter.

• A Files & Media section linking every Substack post I’ve written on that company, in chronological order.

• The thesis itself - a concise breakdown of why the company is interesting, the setup, and what could go wrong. These aren't carbon copies of the Substack write-ups. They're tightened, more scannable versions, so you're getting extra value rather than just rereading the same thing.

• A comments and updates section at the bottom of the page with time-stamped notes for new earnings prints, regulatory filings, and material changes to the thesis.

Model Portfolio - Coming Soon

We don’t yet have a live view of the model portfolio inside the portal - the third-party tool we’d been using has fallen short and isn’t doing what subscribers need. As ever, we’re working on a better solution and will bring you that update as soon as it’s ready.

How to Get Access

It’s pretty easy.

First, make sure you’re a paid subscriber (annual subs work out 33% cheaper).

Subscription prices will definitely be increasing later this year alongside this new update - the current price is way too cheap for what’s on offer. Anyone who subscribes before then will lock in their price for as long as they stay subscribed.

Then click the button below and enter the SAME EMAIL you used for your paid subscription.

This is day one of the portal, so there may be some teething issues. If you run into any, just send me a DM and I’ll get it sorted for you personally.

How to Get a Free Subscription

As promised in the note at the top, we have some paid subscriptions to give away so you can see what the portal is like.

Here are the winners:

• Anneke

• Lost Komaki

• kk

• Arik

• Gsomel

We had a lot more people engage with that first post than we initially anticipated. (I only thought 50 people would like it 😅)

Since that’s the case - and there’s obviously a huge amount of interest in this new portal - I’m going to do another giveaway.

Once again, all you have to do is like and restack this post, and I’ll give away another couple of subscriptions next Monday when I share with subscribers how the watchlist is being integrated with the portal.

I hope you like the work we’ve put into this to make consuming finance content easier on Substack.

Thanks as always for your support,

Nico

---

Disclaimer: The Content does not constitute investment advice, financial advice, trading advice, or any other sort of advice. Nothing in this newsletter should be construed as a personal recommendation or advice to buy, sell, or hold any investment or security. All Content is provided for general informational purposes only and should not be relied upon for making investment decisions. You should not make any investment decision based solely on the Content without first consulting with qualified financial advisors, conducting your own research, and considering your individual financial circumstances, investment objectives, and risk tolerance. To read our full disclaimer, click here.