Kevin Schoovaerts

Kevin Schoovaerts, Investeringsprofessional van Atmos Invest, bespreekt de Competitive Advantage Period (CAP) en hoe dit de waardering van bedrijven beïnvloedt. Hij illustreert dit met voorbeelden van Amazon, Alfen en Visa. Ook worden topics zoals growth traps, value traps, en het belang van duurzaamheid in investeringen behandeld.

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.

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.