A lot of people ask me the question, where did I find my first #multibaggers and where I look for potential ones now.

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1/5

All of my first #multibaggers came from my work in the tech industry.

$SHOP, $ETSY, $TTD are products that I used when I was developing e-commerce solutions for clients.
2/5

As time went by, I started to use different sources to find companies outside my core competence.

Below are three primary sources I use most of the time:

1. Podcasts
2. Twitter
3. Newsletters
3/5

Podcasts are probably the #1 source for new investing ideas. I am a huge fan of @themotleyfool and have been listening to their podcasts since 2017.

I owe the first steps in investing to @DavidGFool podcast.

But most of the ideas come from @MFIndustryFocus podcast.
4/5

Apart from a wide variety of podcasts from @themotleyfool, the other three I listen to regularly are:

1. @PoundingDaTable podcast with @AviNMash and @AnthonyOhayon
2. Stock Club by @MyWallStHQ
3. @chitchatmoney podcasts (a recent addition to my podcast list)
5/5

Do you want to learn more about all sources I use to find potential multibaggers?

Sign up for my upcoming eBook Β«Finding Multibaggers On Stock Market 101Β» – 10baggerdan.substack.com.

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More from @10BaggerDan

4 Jun
I want to introduce a long-term play on my list of potential #Multibaggers that is just getting started, $SENS (@senseonics)

A medical technology company that disrupts the CGM system market for diabetics

Below is an intro from my in-depth research based on my original framework
$SENS Investment Thesis (1/7)

– Diabetes is one of the most common diseases (~500 million people worldwide have one of the types of diabetes)
– Unfortunately, the number of people with diabetes is continuously growing (9.3% of the global population in 2019 to 11% by 2045)
$SENS Investment Thesis (2/7)

– Diabetics are required to monitor their blood glucose levels constantly, and traditionally it is done by finger pricking
– Many companies tried to solve this problem in a different, more convenient way
Read 13 tweets
1 Jun
Next on my list of potential #multibaggers is $CCIV (@LucidMotors)

A technology company that produces a true luxury electric vehicle centered around the human experience

Below is a small part of highlights from my in-depth research based on my original framework Image
$CCIV Investment Thesis (1/4)

– Automotive industry is undergoing dramatic changes (mainly to combat global climate change)
– All global carmakers have committed to the development and production of vehicles powered by batteries or alternative fuels Image
$CCIV Investment Thesis (2/4)

– According to @ARKInvest, EV sales will grow from 2.2M (2020) to 40M (2025), representing a CAGR of 82%
– Luxury car market is no exception to this change
Read 10 tweets
31 May
I want to introduce #fintwit to $BFLY (@ButterflyNetInc), a potential #MultiBagger

A digital health company that is making medical imaging accessible and affordable to everyone in the world

Some highlights from my in-depth research based on my original framework

πŸ‘‡πŸ»[THREAD]πŸ‘‡πŸ»
$BFLY Investment Thesis (1/4)

– 2/3 of the world has no access to medical imaging (MRI and ultrasound)
– Access to medical imaging is vital (2/3 of diagnostic dilemmas can be addressed through simple imaging)
$BFLY Investment Thesis (2/4)

– Traditional medical imaging devices are expensive (from $10k – $100k), bulky (cart-based), and must be operated by specially trained professionals
– Access to them is limited even in the developed countries (let alone third world countries)
Read 27 tweets
29 May
Introducing weekly updates where I share my insights on Skillz performance, news, and other essential metrics I follow.

$SKLZ Weekly Updates May 24 – May 28, 2021 Image
$SKLZ Weekly Updates May 24 – May 28, 2021

Stock:
– Performance (+11.70%)
– Short Float (30.88%)
– Analyst Ratings (Buy)
$SKLZ Weekly Updates May 24 – May 28, 2021

News:
– Skillz held its Annual Meeting of Stockholders on May 26 and elected seven directors for a term of one year, including Jerry Bruckheimer and Harry Sloan.
– No new games released
Read 10 tweets
23 Jan
$BFT $PSFE Paysafe

Global leader in payment processing for iGaming industry that is set to boom in the US

An excerpt from my in-depth research

πŸ‘‡πŸ»[THREAD]πŸ‘‡πŸ» Image
$BFT $PSFE Company Overview

Value proposition: payment solutions that power businesses around the world
Industry: fintech, payments
Size: mid-cap (>$9B)
$BFT $PSFE
IMPORTANT: IMO, iGaming will be the main driver for Paysafe growth. Further analysis is mostly based on this opportunity. Everything else (digital wallets and e-commerce) is complementary and will add on.
Read 13 tweets

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