The part I find interesting with 100-baggers is how different the stock-level result can be from the portfolio-level result. Finding one is obviously extraordinary, but if it starts as a tiny position it may still contribute less than a repeatable strategy applied to meaningful capital. For me the more useful question is what characteristics create persistent compounding, and how much conviction you can rationally allocate before hindsight makes the winner look obvious.
The Google detail is the one we would underline. Buying it when the consensus was that AI would kill search is your growth-to-value thesis running in reverse, and it's the same trade Berkshire just made at scale, anchoring Alphabet's raise at $348 to $352 in June after tripling the position since Q3 2025. Two very different processes, yours emotional-intelligence led and theirs valuation-discipline led, arriving at the same name.
On the Nvidia tell: opening press releases with "NVIDIA is the AI computing company" in 2016 is a great example of a company telling you what it is before the market prices it. Is there a current holding where you've spotted that kind of self-description running ahead of the narrative?
The part I find interesting with 100-baggers is how different the stock-level result can be from the portfolio-level result. Finding one is obviously extraordinary, but if it starts as a tiny position it may still contribute less than a repeatable strategy applied to meaningful capital. For me the more useful question is what characteristics create persistent compounding, and how much conviction you can rationally allocate before hindsight makes the winner look obvious.
The Google detail is the one we would underline. Buying it when the consensus was that AI would kill search is your growth-to-value thesis running in reverse, and it's the same trade Berkshire just made at scale, anchoring Alphabet's raise at $348 to $352 in June after tripling the position since Q3 2025. Two very different processes, yours emotional-intelligence led and theirs valuation-discipline led, arriving at the same name.
On the Nvidia tell: opening press releases with "NVIDIA is the AI computing company" in 2016 is a great example of a company telling you what it is before the market prices it. Is there a current holding where you've spotted that kind of self-description running ahead of the narrative?
The guy who sold Netflix at +40% so he could feel smart. $1,500 would be a house now. That’s most of us.
A list of 1 name lol quitte a list.
The rest of the list will be sent later to you this week!