In Part 2 of our conversation with Kevin Schoovaerts, founder of 100-Bagger Hunting, we go beyond mindset and conviction, and straight into the systems, tools, and frameworks that enable multi-bagger research.
We discuss how to assess the quality of management (and why it's often overlooked), what great capital allocation looks like, and how geography and market maturity impact your odds of finding outlier businesses. Kevin also walks us through a real-life case study, his number one portfolio position, and explains exactly how he found it, what stood out, and why it's a textbook example of hidden potential.
If youâre looking to build a research funnel, or simply understand how to think about holding periods, portfolio size, and identifying winners, this episode is for you.
đ§ Letâs get into it.
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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.
