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H1 2026 | +87% vs. the S&P500 Since Inception
These setups got very cheap
Jul 1
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Armin Hartl
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April 2026 | YTD performance of +11.87%
Here's where I see outperformance potential
May 1
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Armin Hartl
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March 2026 | YTD performance of +11.25%
What I changed to drive better results
Apr 1
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Armin Hartl
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February 2026 | 2x the S&P 500's return since inception in May 2023
Offshore drillers surged, met coal miners tanked. Here's where I still see potential
Mar 2
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Armin Hartl
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January 2026 | 63% Alpha vs. S&P 500
Why met coal's pullback triggered my increased exposure
Feb 4
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Armin Hartl
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2025 Performance | Outperforming the S&P 500 by 39.8%
Here's where I still see asymmetric opportunities
Jan 3
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Armin Hartl
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November 2025 Update | Outperforming the S&P 500 by 31.4% YTD
Ex-PE/HF investor, who left to achieve superior returns. Low risk, high upside investments (no advice). IRR: 33% (as of Nov-25).
Dec 3, 2025
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Armin Hartl
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October 2025 Performance | Accelerating to 34% p.a. since 2023
How I outperformed the S&P 500 by 14% p.a. since inception
Nov 1, 2025
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Armin Hartl
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I outperformed the S&P 500 by 14% p.a. despite 20% cash cushion
Here are my current holdings, weightings and cost-bases
Oct 3, 2025
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Armin Hartl
My Multibagger Investments in Action
How I got scarred from an Australian nanocap
Sep 10, 2025
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Armin Hartl
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My Past and Our Future Multibaggers
A documentation on how I generated 32.8% unlevered gross IRR, where I am looking for opportunities and why you should join my journey
Sep 4, 2025
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Armin Hartl
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