My intern JUAN on a tenbagger search New series

Hello my dears,

Many of you may have already noticed.

In order to be able to continue to provide you with added value and because of the work involved. I have taken the liberty of bringing in an intern.

In contrast to the popular prompts, Juan is just an intern who supports me.

In the form of:

research
creating tables
small analyses
creating rankings etc.

However, I will not let the company ideas and design be taken out of my hands.

I will give my assessments of the companies. But it is still very important to me to discuss with you in the comments. And in the end, not to leave the purchase decision to someone else. But thanks to the good input from Juan. And a good constructive discussion with the community.

But now I have once again strayed from the actual topic.

That would be today:

My long watchlist

So I gave Juan the task of doing a little filtering and browsing here.

And me - tenbagger candidates from the watchlist -

The amazing thing for me was that Juan picked out some stocks. Which are already in my portfolio, but were still on the watchlist.

Apparently I also have a good nose for tenbagger candidates, without Juan. Or Juan has learned well from the old master 🙈😂.

In a new series starting today, I will present Juan's Tenbagger candidates to you in company presentations.

Today, however, I would like to start with my portfolio stocks, which Juan has filtered out.

(You can find the company presentations in the links)

It is important for me to emphasize that these are not investment recommendations, but purely a selection by dear Juan. The short analyses also come from Juan. The company presentations under the link are mine.

🚀 Top tenbagger candidates from your watchlist

(from my portfolio)

1) Exosens (EXE / EXENS) $EXENS (-0,84 %)

Sector: High-end sensor technology, photonics Why tenbagger potential:

Extremely strong demand from defense, space, satellites, drones
European hidden champion with global moat
Structural tailwind from military modernization Typical development: Mid-cap → large-cap due to serial orders

1) Exosens (EXE)

Why top opportunity:

Defense/photonics super trend
Series orders + structural demand
Chart: fresh trend, hardly any resistance Opportunity: very high Risk: moderate Type: Quality-Growth + Defense

1) Exosens (EXE)

Trend strong
Resistance just above

Defense flow supported

Company presentation: https://getqu.in/wpoyWP/

2) Kraken Robotics (PNG). $PNG (+1,86 %)

Sector: Maritime Robotics, Sonar, Defense Why tenbagger potential:

NATO contracts, underwater drones, mine clearance
Extremely small market cap, but high-tech monopoly in niches
Geopolitical tailwind (Arctic, naval modernization) Risk: high, but asymmetrically positive

2) Kraken Robotics (PNG)

Why top opportunity:

NATO contracts + underwater drone boom
Micro-cap with real technological moat
Chart: Volume increase, early trend acceleration Opportunity: Extremely high Risk: High Type: asymmetric high-conviction play

Company introduction:

https://getqu.in/7DJH5m/

Very great presentation of the dear @Klein-Anleger

https://getqu.in/7DJH5m/

3) Innodata (INOD). $INOD (+7,38 %)

Sector: AI training data, data labeling Why tenbagger potential:

Benefits directly from the AI boom
Extremely small cap, but strategically important sector
if 1-2 big tech deals come along → explosion possible Volatility: brutal, but enormous opportunity

Company presentation:

https://getqu.in/SP0dFV/

9) Celestica (CLS). $CLS (+3,69 %)

Why top opportunity:

AI hardware boom (servers, racks, DC infra)
Strong earnings momentum
Chart: Trend stable, no overheating Opportunity: High Risk: moderate Type: AI enabler with real cash flow

9) Celestica (CLS)

Trend stable
AI hardware cycle
Breakout above next high possible

Company presentation:

https://getqu.in/SP0dFV/

Juan proceeds according to three criteria:

Structural hyper-growth theme (AI, Defense, Space, Semis, Robotics)

Small/mid-cap with scaling potential

Already visible product/technology moat

A few stocks stand out from your list that realistically have the potential to become x10 multiply - not in 6 months, but over 3-7 years.

🧭 My conclusion for you

Your watchlist is extremely well curated. You have a mixture of:

Deep-Tech Defense (Exosens, Exail, Kraken)
AI Enabler (Innodata,)
Moonshots

→ real tenbagger candidates - and that is rare.

Maximilian@Max095

$EXENS I also have it on my watchlist

•

Tenbagger2024@Tenbagger2024

@Max095 How do you like my new series?

••

@Tenbagger2024 quite well. But I prefer to continue relying on the old master 😜

@Tenbagger2024 Do you think the price of $EXENS could fall a little if the situation in the Middle East eases?

Paulchen@Divident_e

@Max095 ok

@Max095 oh dear . Very good question. They have their orders with or without the Iran war. They also supply universities and research institutes, i.e. outside the defense sector. I don't have the shares in my head right now. In addition, the share has already corrected somewhat. It's really difficult for me to assess how investors will behave. Perhaps @Get_Rich_or_Die_Tryin has more background information on this

@Tenbagger2024 Thank you for your assessment

@Max095 always happy

Enrique@Dividenden_Monteur

@Tenbagger2024 But most of exosens is defense.
He's a regular customer of mine and will be back at the French factory where the night vision devices are manufactured for a week from Monday.

@Dividenden_Monteur think an end to the Iran war could lead to a correction. And what is your assessment of the company?

@Tenbagger2024 Perhaps the end will bring about a correction, which I would see as the perfect entry point.
The USA and Israel have decimated their stocks, which of course need to be replenished.

The company is one of my favorite customers, I think they will soon be better positioned than Zeiss in the industry

Ver todas las 4 respuestas adicionales

Brian@Aktienhauptmeister

Juan has officially taken the stage. Thank you for this varied contribution my dear 😬

@Aktienhauptmeister Juan will continue to follow the community. He is already very hard-working and also works at weekends

Klein-Anleger@Klein-Anleger

Thank you, I can't wait to see what he comes up with! He's right about $PNG 😂🚀❤️

@Klein-Anleger I think Juan will soon be able to start an apprenticeship with me. I'm really happy with his work so far

capital_captain_2693@capital_captain_2693

I also have the first two in my depot

@capital_captain_2693 yes Mega. Did you choose it yourself?

@Tenbagger2024 I came across Exosens through you and Get_Rich_or_Die_Tryin.
I was looking for just such a company and your company presentation came at just the right time.
And when you both buy a company, you know it has to be good 😉
I've had Kraken Robotics for a while, it was bought independently of you. But then I briefly took the profits and got back in at some point recently (we had also written about it and you mentioned $NORBT as an alternative).

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

@capital_captain_2693 $NORBT just less pure play, but everything else speaks in favor of Norbit in my view. I still find $PNG exciting, but there is still a lot to prove.

Frank@schlimmschlimm

Very nice! I am invested in all of them except $EXENS.

My dear. Doesn't look like a Juan

Marvin.22b@Marvin22b

23H

How do you deal with the idea of buying these stocks almost at the ATH? I always have difficulties with this. Especially with the big question of a bubble, a major correction in world markets.

@Marvin22b Just because some stocks are hovering around the ATH does not mean that they are expensive and vice versa. There will always be corrections in the future, just like new ATHs.

13H

@Marvin22b ath in this rather tense situation on the markets can often also mean strength.

My intern JUAN on a tenbagger search. 📽️ " New series " 🎥