The Dutch Investors The multibagger playbook | Interview w/ 100-bagger hunting | Part 2
Jul 10, 2025
In this engaging discussion, Kevin Schoovaerts, founder of 100-Bagger Hunting, shares his insights on multi-bagger investment strategies. He emphasizes the often-overlooked importance of assessing management quality and capital allocation. Kevin illustrates this with a real-life case study of Formx Technologies, detailing what makes it a standout investment. The conversation also covers navigating market challenges and investing in lesser-known growth firms. Listeners will gain valuable frameworks for portfolio management and identifying promising opportunities.
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Management Quality Matters
- Management quality is crucial, especially in smaller companies where single decisions greatly impact outcomes.
- Great businesses can sometimes thrive despite management issues, but aligned incentives are vital.
Qualities of Great CEOs
- Seek CEOs who show humility and admit mistakes openly.
- Look for leaders who balance long-term vision with passion for product details.
Adapt Valuation To Company Lifecycle
- Traditional valuation models often underestimate companies with long growth runways.
- Use reverse DCFs to compare market-implied growth assumptions against your own estimates.
