Kevin @100baggerhunts

📕 We hunt for small quality stocks that can double multiple times (with Al) Join 10,000 hunters ➡️ Joined August 2025

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Kevin @100baggerhunt

5 days ago

"The Little Book of Market Wizards Source: @InvestmentBook1"

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Kevin @100baggerhunt

5 days ago

"Reading earnings transcripts isn’t exciting—but buried in Q&A are clues on competitive advantage. Small details today can become big moats tomorrow."

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Kevin @100baggerhunt

5 days ago

"My 3 red flags in small caps: 1. Constant share dilution 2. No clear path to profitability 3. Management without skin in the game. One might be survivable. Two out of three is a death sentence."

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Investing visuals @InvestingVisual

5 days ago

Is my portfolio up 33%, 42%, 44%… or 57%? It depends. Why there is more to portfolio performance then meets the eye: • Money-weighted rate of return (MWRR) • Absolute return • Exchange rates • Other factors Let’s break it down using my own portfolio as an example 👇 1…

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Kevin @100baggerhunt

5 days ago

"The riskiest time to buy a small cap? When it feels safe. By then, the market has priced in safety. Real wealth comes from seeing value before it looks comfortable."

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Kevin @100baggerhunt

5 days ago

"The investing world is dominated by power laws, not normal distributions. 4% of stocks create all the wealth in the US market. Your portfolio performance is probably dominated by 1-2 big winners. This is why I hunt aggressively in the high-growth segment for outliers."

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Alex & Books 📚 @AlexAndBooks_

6 days ago

What David Foster Wallace said about books in 2003 is truer today than ever before:

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Kevin @100baggerhunt

6 days ago

"When analyzing high-growth companies, I need management with destination analysis: Where could this company end up in 10 years? I want leaders doing $20M revenue who say ""we see a possibility to do 10x."" Thinking small is a self-fulfilling prophecy. - Jeff Bezos"

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Kevin @100baggerhunt

6 days ago

"Most investors struggle to find pushback on their ideas. You should actively seek people who can your my thesis. Yesterday, someone told me they disagreed with my analysis two years ago but didn't have the guts to tell me. Ego is the biggest killer of great returns."

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Kevin @100baggerhunt

6 days ago

"Serial acquirers solve the reinvestment problem. Buy company ⤵️ Generates cash ⤵️ Buy another company ⤵️ Generates more cash ⤵️ Rinse & Repeat."

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Kevin @100baggerhunt

6 days ago

"My biggest losses came right after my biggest wins. Four consecutive winners made me think I'd solved investing. That hubris nearly destroyed me. The market punishes overconfidence more brutally than ignorance."

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The Investor's Podcast @TIP_Network

7 days ago

Today on We Study Billionaires, @Clay_Finck brings back David Gardner (@DavidGFool) to discuss his new book, Rule Breaker Investing. Throughout David’s investing career, he seemed to have taken all of Buffett’s rules to investing and thrown them out the window. In this episode,…

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Kevin @100baggerhunt

6 days ago

It's actually mostly good news... Check article through link in bio

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Kevin @100baggerhunt

6 days ago

"Before you invest, pretend you have $X billion and plan to buy the whole company. You’ll stop thinking in stock prices and start thinking like an owner. Because when you invest, you’re not buying a ticker. You’re buying a real business."

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Kevin @100baggerhunt

7 days ago

"After completing an analysis, I file it away for two weeks. Recency bias is enormous when you finish research. The excitement clouds rational judgment. When I return to it later, sometimes I see it completely differently. Investment decisions should be rational, not…

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Kevin @100baggerhunt

7 days ago

"Coming from nuclear engineering, I wanted to calculate intrinsic value to the decimal point. Biggest lesson: Valuation is uncertain by definition. You're not looking for 20% discounts. Look for opportunities that hit you in the face - obvious doubles or triples hiding in plain…

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Kevin @100baggerhunt

7 days ago

"AI tools are useful for preliminary research, not conviction building. You can use smart prompts to accelerate the initial process. But when building conviction, there's no substitute for reading 10-Ks yourself. The moment a stock drops 50%, you need your own conviction to…

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Kevin @100baggerhunt

7 days ago

In 2002, a psychologist won the Nobel Prize for discovering why investors lose money. His research explained the $64 trillion mistake destroying portfolios worldwide. Buffett & Ray Dalio have used it for decades. Here’s the concept (& why everyone needs to understand it):🧵

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Kevin @100baggerhunt

7 days ago

Buffett's secret: "Temperament beats IQ." Dalio's approach: Build systems that remove human bias. Both understood: Markets aren't just about numbers - they're about psychology. Once you know the patterns, you can profit from them.

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Kevin @100baggerhunt

7 days ago

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