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: How I Size Positions So a Multibagger Actually Matters · 🚨 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 4 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: #82 today · #84 a week ago · #72 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 42 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 16%
- Best rank seen
- #70
- Rank, 7 days
- +2 places
- Rank, 30 days
- −10 places
- Followers added
- −34
- Posts
- 9
- Reactions per post
- 24
- Reactions tracked
- 568
- Tickers covered
- 2
of 525 ranked finance newsletters
on Sep 16, 2026
since tracking began
last 30 days
average, recent posts
across 24 posts
in tracked posts
Most-reacted post we have seen: Why I Built a Research Portal — 82 reactions on Aug 3, 2026.
Recent posts
- 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…
- 🚨 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…
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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: Oct 21, 2026.