My Top 3 Potential Multibagger Ideas for 2026

A first look at what's coming next year

To read our full disclaimer, click here:

Today I’m doing something different.

Instead of one deep-dive, I’m sharing three mini-theses - previews of the full writeups coming in the new year.

Each company checks the boxes I look for:

• Small size with room to compound

• High returns on capital

• Management with skin in the game

• A reason the market is mispricing it

Think of this as a first look at the research before it’s published.

What’s inside:

• Idea #1: A Singleton-inspired CEO turning a sleepy lab furniture maker into an acquisition platform

• Idea #2: A Swedish founder-led school operator compounding at 60%+ ROCE while trading at 7x earnings

• Idea #3: The only publicly traded search fund accelerator in America - with a $620 million tax shield

All three will receive full thesis treatment in 2026. But subscribers get the preview now.