Multibagger Ideas
I research and share thesis-driven ideas on potential multibaggers. Not financial advice.
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What they write about
Thesis-driven research on smaller companies with the potential to compound over time, organised around a model portfolio. Recurring features include company deep dives, earnings breakdowns, watchlist additions, and frameworks drawn from investors such as Peter Lynch, alongside reading lists on finding long-term winners.
- small caps
- company deep dives
- model portfolio
- earnings analysis
- investing frameworks
Recent examples: New Multibagger Idea: 24% Growth, AI Data Centre Exposure, 14x Earnings · Ashtead Technology Just Got a Takeover Bid (Up 60% on the Day)
Written from Multibagger Ideas’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 2 post headlines in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
42K on Sep 10, 2026 → 42K on Sep 30, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #74 today · #72 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 21 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 15%
- Best rank seen
- #70
- Rank, 7 days
- −2 places
- Followers added
- +232
- Posts
- 9
- Reactions per post
- 26
- Reactions tracked
- 469
- Tickers covered
- 2
of 525 ranked finance newsletters
on Sep 16, 2026
since tracking began
last 30 days
average, recent posts
across 18 posts
in tracked posts
Most-reacted post we have seen: Why I Built a Research Portal — 82 reactions on Aug 3, 2026.
Recent posts
- New Multibagger Idea: 24% Growth, AI Data Centre Exposure, 14x Earnings
To read our full disclaimer, click here : I originally posted this idea on my other publication, Real Economy Ideas . Real Economy Ideas The Most Interesting Stock I'm Covering Right Now To read our full disclaimer, click here… Read more 5 days ago · 1 like I wanted to share the updated thesis here, because the company I am looking at today is a lot more ambitious and interesting than the one I first wrote up. Today’s company is a boring, mission-critical infrastructure business with: Picks-and-shovels exposure to the AI data centre build-out A direct Strait of Hormuz beneficiary , already…
- Ashtead Technology Just Got a Takeover Bid (Up 60% on the Day)
To read our full disclaimer, click here : At 4:14pm on Wednesday, Ashtead Technology (LSE: AT.) confirmed that it had received a takeover proposal. 615p a share, in cash, from Ember Infrastructure, a New York private equity firm. The shares had closed at 340p the day before. They finished Wednesday at 545p, up 60% , almost all of it in the last few minutes of trading. As I write, they sit around 525p , roughly 55% above where they were on Tuesday. This is the company I made free to every subscriber in January: So before I get into what I think of the bid, here’s the full story, including the…
- 🚨 Portfolio Update | MBI Model Portfolio
The model portfolio and all associated content is for educational and informational purposes only. It does not constitute financial advice. Always do your own due diligence. To read our full disclaimer, click here . The MBI Model Portfolio is coming up on three months old, so still take all of this with a pinch of salt, but the portfolio is staying resilient: up 4.2% since inception, and roughly 9.8% ahead of the Russell 2000. I am especially happy with this performance considering this is a concentrated portfolio of 17 fairly volatile microcap stocks. The shape of the book is unchanged…
- Introducing the Healthcare Research Portal
- Eight CEOs, One Playbook, Countless Multibaggers
To read our full disclaimer, click here : A CEO sits with five capital allocation options. Most CEOs treat them like suggestions. The great ones treat them like weapons. Between 1965 and 2011, eight CEOs turned mundane businesses into compounding machines. Not through innovation. Not through disruption. Through fanatical capital allocation. They delivered an average of 21.6% annual returns versus the S&P 500’s 10.2%. That’s more than double the market. Compounded over decades, that’s 100-bagger territory. While their competitors chased quarterly earnings, these CEOs played a different game…
- The Real Odds of Finding a Multibagger
To read our full disclaimer, click here : Every multibagger thesis has a growth rate in it. The margin, the multiple and the share price a few years out all get built on top of it. And it is the number that gets the least scrutiny. In 2016, three analysts at Credit Suisse, Michael Mauboussin, Dan Callahan and Darius Majd, published The Base Rate Book 1 . They took the roughly 1,000 largest companies in the world by market cap in every year since 1950, dead ones included, and counted how often sales actually compounded at 15%, 20%, 30% over five and ten years. The tables sit next to every…
- 🚨 Trade Alert | MBI Model Portfolio
For those that missed it, a new position was added to the MBI Model Portfolio last week. The full write-up is here: Below are the trade details and a link to the live Model Portfolio.
- 20% Growth, 66% Gross Margins, 9x Ex-Cash Earnings
To read our full disclaimer, click here : Today’s stock has just been bought as a new position in the MBI Model Portfolio . I first wrote up today’s company on Healthcare Stock Ideas in May , at around $1.96. It has since moved roughly 50%, most of it in the days after its latest quarterly report. I am bringing it here because what showed up in that report is the thing this page exists to find: a small, profitable, owner-run business where, in my view, the numbers have started to compound faster than the share price has noticed. Today’s company is a debt-free medical consumables business…
- An Education in Finding Multibaggers
To read our full disclaimer, click here : The question I get asked most is where to start. This is my answer. Every book below shaped how I invest, and the order matters more than the list, because each stage sets up the next. If you find free posts like this useful please let me know by liking and commenting below. It really helps me work out what content to make in the future :) Stage One: The Foundation One Up on Wall Street by Peter Lynch Lynch ran Magellan from 1977 to 1990 and compounded at 29.2% a year, which makes him the most successful fund manager Wall Street has produced. He…
- 🚨 Trade Alert and Portfolio Update | MBI Model Portfolio
The model portfolio and all associated content is for educational and informational purposes only. It does not constitute financial advice. Always do your own due diligence. To read our full disclaimer, click here . The MBI Model Portfolio is coming up on two months old, so still take all of this with a pinch of salt, but the start has held: up 7.72% since inception, and roughly 7.5% ahead of the Russell 2000. Since the last update, four portfolio companies have reported - and the shape of the book now tells its own story. Two positions are up more than 40% , three are down more than 10%…
- Peter Lynch's 100-Bagger Checklist
To read our full disclaimer, click here : Peter Lynch is, in my view, the most practical investor to ever run institutional money. His playbook was simple: Find growing companies before Wall Street noticed them, buy at reasonable prices, hold while they compounded. Do this hundreds of times with disciplined research, and the results speak for themselves. His tenure at Fidelity’s Magellan Fund remains the benchmark for active management. Exposed to thousands of companies, he developed a repeatable framework for separating winners from the noise. The pattern worked because it was grounded in…
- Deep Dive: XPEL
Today's post is a guest post from Rebound Capital . Their premise is that quality companies go on sale more often than people think. ASML dropped 45% in the middle of the AI boom it helped power. AMD fell 60% while its datacenter revenue continued to grow. Meta lost roughly 70% between 2021 and 2023. The market turns too pessimistic on even the best businesses, and it does it again and again. Rebound Capital researches these deep drawdowns and positions for the recovery. Our approaches are actually quite similar. I look for small companies before anyone has an opinion on them. They look for…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Multibagger Ideas. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Sep 30, 2026.