Archive - Long Value Picks

64% Operating Margins, 10% FCF Yield, 75% Market Share

And the market thinks it's a dying business

Jun 20

A 36,000% return since IPO : CSU Case Study

A boring business model that built a $100 billion empire.

Jun 10

May 2025

Why a "disappointing" earnings report just handed you a 100-bagger

The $557M Serial Acquirer Nobody's Talking About

May 23

This How I Manage My Portfolio

If you could only read one thing about portfolio management, it would be this:

May 9

April 2025

Textbook Multibagger with the Perfect Catalyst

High returns on capital, formidable moat and the best management in the game

Apr 28

The Netflix Case Study: How to Spot a 100-Bagger Before It Takes Off

Blockbuster laughed. Netflix investors laughed all the way to the bank.

Apr 11

March 2025

20%+ ROE, 15% Annual Growth, Huge Multibagger Potential

A potential 100-bagger hiding in plain sight

Mar 28

My Investment Strategy

If I could invest in only one strategy for the rest of my life, it would be...

Mar 17

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