The Dutch Investors The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1
Jul 3, 2025
In this engaging discussion, Kevin Schoovaerts, the founder of 100-Bagger Hunting, shares his journey from engineering to investing. He reveals his methods for spotting 'multibaggers'—stocks that can significantly multiply in value. Kevin discusses the critical importance of conviction in investment decisions and how writing down your thesis can enhance clarity. He also addresses the psychological challenges investors face and offers unique strategies for navigating market unpredictability. His insights provide a fascinating blend of analytical rigor and actionable advice.
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Valuation Needs Order-of-Magnitude Thinking
- Valuation should focus on order-of-magnitude undervaluation, not precise decimal calculations.
- Engineering precision in valuation fails; investment requires acceptance of uncertainty.
Control Emotions with Time and Notes
- Control investing emotions by filing your analysis away for a couple of weeks before buying.
- Writing down your thesis helps manage emotions and makes decisions more rational.
Use Writing to Manage Volatility
- Write fact-based analyses to reduce emotional reactions during market volatility.
- Confirm if market events impact your holdings before making decisions.
