HeyJaredMultibagger Ideas
I research and share thesis-driven ideas on potential multibaggers. Not financial advice.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 15, 2026
Latest issues
New Multibagger Idea: 24% Growth, AI Data Centre Exposure, 14x Earnings (opens the original)
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To read our full disclaimer, click here:I originally posted this idea on my other publication, Real Economy Ideas.<img class="embedded-post-publication-logo"
Ashtead Technology Just Got a Takeover Bid (Up 60% on the Day) (opens the original)
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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
🚨 Portfolio Update | MBI Model Portfolio (opens the original)
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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.<a class="image-link image
Eight CEOs, One Playbook, Countless Multibaggers (opens the original)
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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 mor
The Real Odds of Finding a Multibagger (opens the original)
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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
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