The Hunt

The Hunt

How to actually use these lists

Research, not a buy button. Here is how to turn it into an edge.

How to actually use these lists

These are research outputs, not a tip sheet. Used well, they aim your attention at businesses worth real work. Used lazily, they become a list of tickers to gamble on, which is the one thing we are not built to be.

They are outputs, not orders. Our engine scans the global market for the structural traits of historical multibaggers and ranks what clears the bar. A high rank means "this stood out and earned a hard look," nothing more. What you make of it is yours.

Argue the other side. Charlie Munger's favorite move was to invert: always invert. Turn the problem upside down and ask not "why will this win" but why won't this multibag? Work the honest bear case yourself, the headwinds across all six dimensions, the things that would have to go right. If you cannot sit comfortably with that bear case, you have learned something valuable before risking a dollar. The investors who win are the ones who can argue against their own idea.

Every claim is cited. Every figure in a thesis is tied to a primary source, usually a company filing, so you can trace any number back to where it came from and read it in context. The citations are there to follow as far as you want to take them.

Bring your own judgment. This is the part that separates the people who do the work from the people who chase. Take the names, read the ones that interest you, and reach your own understanding of the businesses worth believing in. We compress months of searching into minutes. The judgment is yours.

Educational content, not investment advice.