Founder of Potential Multibaggers & Best Anchor Stocks Finding winners early. $SHOP $7.78, $NET $39, $CRWD $98 etc. I help you stay calm when everyone panics.
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I don't often feel proud of an article I've written, but I am of this one.
It's about $NU. Title: "Even The Pope Can't Get Good Banking In The US"
Almost 7K words, the most extensive earnings analysis I've ever written (and I'm doing this over a decade already). But no fillers, all killers.
And talking about killers: there's a killer offer (which I will never give again after this).
What you will learn:
* The Q2 results in all details (and there were many important details!)
* The main bear arguments and their context and weight.
* $NU's expansion in the USA 🇺🇸 and why it may surprise many.
* My Potential Multibaggers Quality Score update.
* The valuation of the stock.
* Is the stock a buy now?
Link: potentialmultibaggers.com/p/…
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I bought 4 stocks for the PM Forever Portfolio, the portfolio with my real money.
1 new position.
As always, my premium subscribers get full transparency!
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From Growth To Value retweeted
Congrats on the piece. The US launch is the part I'd flag most. Nu securing an ADGM headquarters in April alongside the Miami rollout shows the expansion is structured, not opportunistic. That distinction matters for durability.
I don't often feel proud of an article I've written, but I am of this one.
It's about $NU. Title: "Even The Pope Can't Get Good Banking In The US"
Almost 7K words, the most extensive earnings analysis I've ever written (and I'm doing this over a decade already). But no fillers, all killers.
And talking about killers: there's a killer offer (which I will never give again after this).
What you will learn:
* The Q2 results in all details (and there were many important details!)
* The main bear arguments and their context and weight.
* $NU's expansion in the USA 🇺🇸 and why it may surprise many.
* My Potential Multibaggers Quality Score update.
* The valuation of the stock.
* Is the stock a buy now?
Link: potentialmultibaggers.com/p/…
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The European problem. 😪
We own a French company that makes fighter jets. Demand right now is off the charts. They could probably have 10 to 15 years of orders.
We asked them why they wouldn't boost production. Did they not have the factory space?
They said they have plenty of space. But the second they hire more people, they can't lay them off. Because of that, they're not hiring more.
When every hire is a lifetime commitment, companies stay small, and new companies don't get started.
Look at the number of startups in Western Europe compared to the United States.
The protection of workers did not protect workers in the end, because you stop creating new jobs.
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I have a lifelong love for music.
It shares similarities with investing.
Some records I love from the first listen. Others you only understand over time.
With some records, I recognized their monumentality immediately, while the mainstream only saw it later.
One example is Jeff Buckley's Grace, which didn't sell much at first.
That's the musical equivalent of a Potential Multibagger stock. 🙂
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$META's Muse is great for AI.
The problem with new technology is that expectations are high, but the roll-out of the full capacity of the achievements takes time.
That's why new use cases must constantly be found, or else there is not sufficient time to fully implement the first efficiency gains.
Keep it coming!
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Is he never learning it?
Sure, he will be right at some point, but he's already lost so much money...
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The "world leaders from Canada, Australia, Germany, the EU and UAE" also better read what I wrote about Amodei's essay in the Overview Of The Week...
potentialmultibaggers.com/p/…
SITUATION DETECTED: World leaders from Canada, Australia, Germany, the EU, the UAE, and others have signed a letter calling for AI control mechanisms based on Dario Amodei’s essay, per Politico.
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The new Potential Multibaggers article is about Chapters Group because there's an important strategic change.
The change looks promising, but it could also carry risks.
See bio for the link.
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$ASML showing why Europe is the old man of the world.
So sad.
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $ASML ASML EVP says company has zero sales in Europe, warns region may be left behind in chip race
ASML executive vice president Frank Heemskerk said the company currently has no sales of chipmaking equipment in Europe, citing a lack of local investment and fabs. With the US, China and India heavily investing in domestic semiconductor capacity, Heemskerk warned Europe risks falling behind. He added ASML must scale production beyond the Netherlands, noting countries are competing to host the company’s expansion and urging Europe to act.
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The title of my $SHOP article of February 19, 2026:
"AI Agents Don't Threaten Shopify, They Need It."
A fragment: "Instead of SEO and ad budgets determining who gets found, AI surfaces products based on relevance. That’s a fundamental shift in how discovery works. It disproportionately benefits Shopify’s massive base of smaller merchants who could never outspend the big players on Google Ads."
We are excited to announce we are partnering deeply with Muse to enable agentic checkout with Shop Pay on all Shopify stores, offering people an easy and delightful way to shop and check out with Muse.
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Kevin is one of the smartest and kindest people I know.
And what he has built is really amazing!
Check it out.
I started working on this a full year ago.
And I'm humbled by all the positive feedback I received!
A custom platform. Video recordings. Skill library.
And a full back-end.
Claude Code helped of course. 😉
Special thanks to @FromValue , @QCompounding , @Floe_FS for your feedback.
If you haven't checked it out yet, use the link in the comments.
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Wake up, honey!
The new Overview Of The Week is out! 🥳🎉
With:
* Why I feel great
* The best memes
* The end of an era for investing
* Why I'm not worried yet about the Fed interest rate hike.
And much, much, much more!
You can find it here: potentialmultibaggers.com/p/…
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From Growth To Value retweeted
Currently running a special promo on Best Anchor Stocks on S-stack to celebrate 10k subscribers!
If you are interested feel free to DM, only 7 spots left.
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Met wat vertraging geluisterd naar de laatste beursvoyeurs.
Uitstekende episode met @elvermo en @FromValue
Multibagging strategy through careful stockpicking and (sometimes) a lot of patience.
Hoewel ik de meeste van mijn vrienden/kennissen afraad aan stockpicking te doen ben ik wel overtuigd van de lange termijn superioriteit tov het trendy ETF beleggen.
De reden van mijn afraden? Indien de beurs je niet passioneert zal je ook nooit het metier ontwikkelen om je portfolio netjes bij te houden.
Daarbovenop komt dat weinig mensen begrijpen wat risico management is. Een onontbeerlijke skill bij stock picking imho.
Ik kijk al uit naar de volgende aflevering 🙌
open.spotify.com/episode/6Ri…
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