HeyJaredThe Multibagger Playbook
🎯 We try to beat the market by identifying potential Multibagger Stocks.
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Aug 9, 2026
Latest issues
🟢 +280% Bull Potential - Down 55%, at Roughly 13x Its Own Guidance (opens the original)
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Three times this year, this newsletter has looked at a company priced as though AI were about to end it, and found the evidence pointing the other way.One had gross retention of 97.3%, unchanged, while the stock fell 34%. One had net annual recurring revenue growing above 40% while reported revenue grew 21%. One had cloud ARR growing 29% behind a 13% headline. In each case the market was reading a lagging number and ignoring a leading one.This is the fourth, and it does not work that way.Here th
🔪 The Autopsy: Would Our Own Checklist Have Caught This? (opens the original)
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Every investment newsletter writes about businesses it thinks will work. Almost none writes about businesses that died, which is strange, because failure teaches faster than success and it teaches more reliably.So this is a new format. Periodically, this newsletter will take a company that has been destroyed, open it up, and establish three things. When the damage first became visible in the company’s own disclosure. What actually killed it, as opposed to what everyone says killed it. And whethe
⚔️ Head to Head: One Guides ARR Down to 18%. The Other Is Above 40%. (opens the original)
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Both sell software to the teams that build software. Both spent 2026 being priced as casualties of artificial intelligence. Both have since recovered sharply.They are not the same investment.🔷 Atlassian at a glance:📈 Q4 revenue $1,766M, up 28%, with cloud revenue up 31%🔁 Subscription ARR $6,606M, up 23%, net retention above 120%💵 FY2026 free cash flow $1,319M, a 20% margin🐘 Customers above $5M ARR grew over 70% year over year⚠️ FY2027 subscription ARR guided to roughly 18%, down
The Moat Was Written by a Regulator. It Was Deleted by One. (opens the original)
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On September 4, 2026, a single directive from a federal regulator did more damage to a business than any competitor had managed in thirty years.The Federal Housing Finance Agency instructed Fannie Mae and Freddie Mac to accept a rival credit score from every mortgage lender, effective immediately, with no phase-in period. The stock fell 21% to close at $900.29, the worst single-session decline in the company’s history. It opened at $934.39 against a prior close of $1,118.93.It now sits roughly 5
🟢 +290% Bull Potential - Revenue Grew 21%. Net ARR Grew Over 40%. (opens the original)
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A software company’s reported revenue growth is a description of contracts signed months and quarters ago. It is a rear-view number presented as though it were current.Most of the time that distinction does not matter, because the two move together. It matters enormously when they diverge.This company reported revenue growth of 21%, decelerating from 29% a year earlier. On any screen, that is a business slowing down.In the same release: net annual recurring revenue growth above 40% and accelerat
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