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Three 10-Baggers Wall Street Hasn't Priced Yet

Plus my two biggest positions that I think do a nice 5x
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my highest conviction position
A breakdown of my single highest conviction long, plus a 13F most people read wrong and a compounder I think doubles from here.
 • Guardian Research
Five Setups and a Hedge
One I'm loading up on. Two I'm scaling into. A timber name that pays me to wait for the rest. And one to watch.
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+67% YTD & The Chat
You’re missing the alpha
 • Guardian Research
5x From Here: $ANGX
The non-woke Netflix at 1.6x ARR while Spotify trades at 6.5x. A director just bought $1mm in the open market.
 • Guardian Research
Situationally Aware
Three roads. Two of them end badly.
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Two Potential Two Baggers. My Two Largest Positions.
the chat saw these first. and two price targets.
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The Watch
Four insider clusters, one microcap pivoting straight into the AI buildout, one short pitch with 87% downside, and the live book up 55% YTD.
 • Guardian Research
$SN: The Sneaky Compounder With 40% Upside (No Paywall)
A 2023 spinoff, a tariff reset, and a Street estimate that looks at least a year stale.
 • Guardian Research
The Exit That Looked Right
Down 70%. The reasons were good. Some of them just changed
 • Guardian Research
Guardian Research
Guardian Research
Independent equity research surfacing misunderstood small caps, asymmetric bets, and the occasional tenbagger
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Guardian Research

Independent equity research surfacing misunderstood small caps, asymmetric bets, and the occasional tenbagger
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