Archive - The Multibagger Playbook

The 5 Red Flags That Kill a Thesis Before It Starts.

Most investors lose money on stocks they should never have owned in the first place. Here is how to spot them before you buy.

13 hrs ago • The Multibagger Playbook

Standard Smartphones. No Special Hardware. Every Phone on Earth. The Direct-to-Device Satellite Network With 60 MNO Partners and $3.5…

This is not a traditional fundamentals analysis. This is a scenario-based assessment of the most asymmetric infrastructure bet in public markets. The…

Jun 4 • The Multibagger Playbook

69% Revenue Growth. 40% EBITDA Margin. 47% FCF Margin. Plus 21% DAU Growth Down 77% From Its High. Plus 28% Revenue Growth and the First…

Three companies. Three completely different categories. One common thread: Q1 2026 was exceptional by any measure, and the current price still does not…

Jun 3 • The Multibagger Playbook

SpaceX IPO Filed. $2 Trillion Valuation. The Space Sector Is Being Repriced. One Company Is the Direct Beneficiary.

A $2 trillion valuation. The largest IPO filing in history. And one publicly-traded company that just added $10 billion in market cap in a single day on…

Jun 1 • The Multibagger Playbook

May 2026

🟢 +220% Bull Potential - The AI Teammate for 40,000 Healthcare Practices. Record Customer Adds. Omnichannel AI Receptionist Not Yet…

$65.5M revenue up 17.4%. ADA-exclusive endorsement covering 152,000 dentists. 50%+ of locations already using AI tools. The AI Receptionist that will…

May 30 • The Multibagger Playbook

Fewer Than 2% of SaaS Companies Ever Score Above 60. Here Is What It Takes - and Why It Matters for Returns.

Most investors look at revenue growth. The best investors look at this instead.

May 28 • The Multibagger Playbook

Just Turned Profitable. 19th Consecutive Beat-and-Raise. GAAP Profitable in Q1. Three Companies With One Common Thread: The Numbers Just Got…

One just became profitable for the first time. One raised its full-year revenue guide and launched a new AI platform. One flipped to GAAP net income…

May 27 • The Multibagger Playbook

The Social Media Platform Down 66% in 12 Months. Enterprise Customers Growing 18%. ACV Up 16%. 0.67× EV/Revenue. The Market Is Pricing…

$404M in remaining obligations. 1 billion social data points processed daily. Non-GAAP FCF up 55% in 2025. New CEO. Clear upmarket pivot. The SMB churn…

May 19 • The Multibagger Playbook

🟢 +250% Bull Potential - Revenue Reaccelerating From 8% to 17%. RPO +31%. 47% of Customers Now Multi-Product. The Product Analytics…

$374M ARR. Revenue growth doubled in 12 months. Best new ARR quarter since 2021. 77% of multi-product customers expanding. The market is still pricing…

May 17 • The Multibagger Playbook

+201% Revenue Growth. 18 Consecutive Beat-and-Raise Quarters. Down 60% on an Algorithm Change. Three Numbers. Three Completely Different…

One builds the cables AI data centres cannot function without. One has beaten and raised 18 quarters in a row. One sells 70% of its revenue to repeat…

May 14 • The Multibagger Playbook

Why I Started This Newsletter - And What I Am Actually Trying to Build.

A personal letter about the gap that bothered me enough to do something about it.

May 13 • The Multibagger Playbook

🟢 +240% Bull Potential - $1.9B ARR Growing 30%. GAAP Profitable. 37% Large Customer Growth. The Physical World Still Needs an Operating…

$1.6B revenue. 78% gross margins. 13% FCF margin. $100K+ ARR customers up 37%. AI Safety Coach just launched. FY2027 guide +21-22%. The operating system…

May 12 • The Multibagger Playbook