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: 5 Multibagger Ideas Coming Soon · 🚨 Trade Alert and Portfolio Update | MBI Model Portfolio
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 3 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 Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #87 today · #83 a week ago · #83 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 62 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 17%
- Best rank seen
- #70
- Rank, 7 days
- −4 places
- Rank, 30 days
- −4 places
- Followers added
- +216
- Posts
- 7
- Reactions per post
- 23
- Reactions tracked
- 630
- Tickers covered
- 2
of 525 ranked finance newsletters
on Sep 16, 2026
since tracking began
last 30 days
average, recent posts
across 28 posts
in tracked posts
Most-reacted post we have seen: Why I Built a Research Portal — 82 reactions on Aug 3, 2026.
Recent posts
- 5 Multibagger Ideas Coming Soon
To read our full disclaimer, click here . If you enjoy this post, please give it a like. It really helps us grow. In case you missed it, last week I shared 100 micro-cap stock ideas from the longer list behind my watchlist, each with a line or two on why it’s there. Then I handed it over to paid subscribers to pick which ones I write up in full. The votes are now in, and this post is the result. Below the paywall are the names that got the most votes, plus the five companies I’ll be writing up first and what I’ll be looking at in each one. A few things about the five: A pharma business with a…
- 🚨 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 up 4.2% since inception on 1 July. Over the same stretch the Russell 2000 is down 4.9%, which puts the portfolio 9.5% ahead of its benchmark. That gap has narrowed from 12.6% at the last update. Small caps bounced, with the Russell recovering three points in a fortnight, while the portfolio edged up from 3.8% to 4.2% with 14% of it sitting in cash after…
- 100 Micro-Cap Stock Ideas
To read our full disclaimer, click here . Today’s post is a special one , and has been months in the making. The watchlist in the library only shows part of what I’m tracking. Behind it there’s a much longer list I keep adding to every week. Screeners, tickers I pick up from earnings calls, and investors I talk to who operate in similar ponds to me. Most of them never get a full write-up, because a proper deep dive takes time. So I thought I would give this a shot. Below are 100 small and micro-cap companies from that longer list and why I’m following them. None of them have a full write-up…
- Ashtead Technology Bought Out: Thesis Closed at +81% in 15 Months
To read our full disclaimer, click here : At 7am on Wednesday, Ashtead Technology’s board announced it had agreed terms with Ember Infrastructure. 615p a share, in cash. The directors unanimously intend to recommend it to shareholders. Ashtead Technology’s stock price performance YTD. I first covered Ashtead on 1 August 2025 at 340p. At the offer price, that’s a total return of about 81% in a little under fifteen months. It also closes the thesis. Once the deal completes, there’s nothing left to own. In this post: The final terms, and who’s paying The full scorecard, first post to final offer…
- How I Size Positions So a Multibagger Actually Matters
To read our full disclaimer, click here : You’ve probably seen this one recently. “Only 4% of stocks have generated all of the wealth in the stock market.” Notes has it. X has it. It’s on fund factsheets too. People will use it to say buy an index because you’re never going to find those stocks. Or they’ll say you should be out there hunting for the 4%. I’m sure very few of them could tell you where it comes from. I’ve actually read the study… Where the Number Comes From It’s from a professor at Arizona State University. His name is Hendrik Bessembinder and the study is titled “Do Stocks…
- 🚨 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 up 3.8% since inception on 1 July. Over the same stretch the Russell 2000 is down 7.9%, which puts the portfolio 12.6% ahead of its benchmark. That gap has widened from 11.7% at the last update a week ago, with the Russell down almost another point. In today’s update: The high-quality compounder at the top of my watchlist, up close to 100% since I first…
- My Top 5 Multibagger Ideas For October
To read our full disclaimer, click here : It's been almost four months since my last post like this. So, to make up for it, I went back through every research page in the portal and asked one question of each name: Is the business doing what the thesis said it would? The share price played no part. A stock can rally on a thesis that’s breaking, and fall on one that’s working. Five stood out. These are the theses tracking strongest right now, and the write-ups I keep going back to. The first is Eton Pharmaceuticals. The others are named at the end of the post. To be clear: this is simply my…
- 🚨 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 just over three months old, and it is up 3.9% since inception on 1 July. Over the same stretch the Russell 2000 is down about 7%, which puts the portfolio 11.7% ahead of its benchmark. That gap has widened from 9.8% at the last update, through another month in which small and microcaps kept falling. In today’s update: Two new positions added to the…
- My Investment Strategy
To read our full disclaimer, click here : The last time I wrote this post was 2 January. About two in every three of you have subscribed since then, and a lot has changed in how I run things. The philosophy is the one I started with. Small companies, high returns on capital, owners running them, and a long runway to reinvest. What happens to an idea after I find it has changed completely. In January, every idea lived in its own Substack post. Today there is a live Model Portfolio, run in public since 1 July with nothing backdated, and a Research Portal that holds every thesis I’ve written…
- 60%+ Revenue Growth, an Order Book Bigger Than the Company, Under 10x Earnings
To read our full disclaimer, click here : I originally posted this idea on my other publication, Real Economy Ideas . Since then the stock is up roughly 31% . Revenue grew by about two-thirds YoY, net income more than doubled, and the part of the business I called “early stage” in January now makes up close to a third of sales. Despite all of this, the stock trades on a lower trailing multiple today than when I first wrote it up. This is a business with: An aftermarket on regulated infrastructure : once a system goes in, it needs servicing, optimising and eventually upgrading for as long as…
- 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…
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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: Nov 10, 2026.