This Page Is Changing
More multibaggers, more insights, and something that's never been done before
To read our full disclaimer, click here:
Something's been eating at me for weeks.
I have a backlog of potential 100-baggers sitting in research files that haven't seen the light of day.
Companies generating 25%+ returns on invested capital.
Owner-operators building moats around exceptional businesses.
Small caps with massive runways that institutions can't touch.
The original plan was one stock per month.
Seemed reasonable.
Quality over quantity, right?
But here's the thing - when someone finds a business trading at 6x earnings with 40% operating margins and a management team that's been compounding shareholder value for two decades, sitting on it for three months feels criminal.
Starting Monday, Everything Changes
The monthly cadence is getting tossed out the window.
Instead of one stock per month, subscribers will see 2-4 potential multibaggers.
Not because the standards are dropping - they're not.
But because there are simply more exceptional businesses hiding in plain sight and I want to share them.
More case studies are coming too.
Deep dives into how Monster Beverage went from $0.05 to $50.
The investment processes that separate 100-bagger hunters from everyone else.
That kind of stuff.
The LVP Multibagger Index
Here's where it gets interesting.
Every stock profiled on this page will be added to something called the LVP Multibagger Index.
Think of it as a real-time portfolio of every potential 100-bagger candidate discussed.
The index tracks performance from the day each stock is profiled.
Weights are equal.
No rebalancing.
No trading in and out.
Just pure buy-and-hold performance measurement.
This isn't some theoretical exercise.
It's a live experiment to see if systematically identifying high-quality, small-cap compounding machines can demolish index returns over time.
Subscribers get access to the index performance, updated monthly.
They can see which picks are working, which aren't, and how the overall strategy performs against benchmarks.
Nobody's doing this.
Most newsletters talk about stocks and disappear.
This creates accountability. Real track records. Transparent results.
The Rollout
Everything launches Monday, July 7th.
Current subscribers get all the additional content at no extra cost.
It's a thank you for being early supporters of this approach.
For anyone considering a subscription, there's a 25% discount on the annual plan running until Monday.
After that, the discount disappears for a while.
The goal isn't to chase subscriber numbers - it's to find serious, long-term oriented investors who understand that 100-baggers take time to compound.
You can get that here if you want:
Final Thoughts
This shift isn't about volume for the sake of volume.
It's about deploying capital into exceptional businesses at a faster rate when those opportunities present themselves.
Most investors spend their time searching for the next hot stock or trying to time market movements.
The real money gets made finding extraordinary businesses before anyone else notices.
That's what this page is about.
Always has been.
Now there's just going to be more of it.
Thanks for reading,
Nico
Disclaimer: The Content does not constitute investment advice, financial advice, trading advice, or any other sort of advice. Nothing in this newsletter should be construed as a personal recommendation or advice to buy, sell, or hold any investment or security. All Content is provided for general informational purposes only and should not be relied upon for making investment decisions. You should not make any investment decision based solely on the Content without first consulting with qualified financial advisors, conducting your own research, and considering your individual financial circumstances, investment objectives, and risk tolerance. To read our full disclaimer, click here.