5 Multibagger Ideas for July/August: 2 with De-risked pipelines & trading at discount.

For July/August Multibaggers (a 2x+ candidate) we are looking at four things, and I screened for stacks with all four rather than chasing single blockbuster stories:

• A market cap small enough to have room to run, mostly sub-$3.5B, so a re-rate isn’t fighting the law of large numbers.

• A large or expandable addressable market relative to today’s enterprise value.

• Dated, near-term catalysts (approvals, pivotal readouts, launch inflections) rather than vague optionality.

• A balance sheet that survives to the catalyst, enough runway that dilution doesn’t cap the upside before the thesis plays out.

• Excellent scientific moat