Research
Finding winners
Where long-run multibaggers tend to come from, and what they looked like early.
ResearchFinding winners
How to find 10x stocks (and why you only need a few)
How to find 10x stocks for long term investors: the math of asymmetric upside, the patterns we screen for, and a real 5-bagger from our live portfolio.
May 6, 2026 · 8 min read
ResearchFinding winners
Small cap stocks that beat the S&P 500 (and how we find them)
Small cap stocks that beat the S&P 500 aren't rare — they're systematically overlooked. Here's the academic case, three real holdings, and how we screen.
Feb 25, 2026 · 8 min read