{
  "generatedAt": "2026-10-09T03:07:01Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "person",
  "slug": "multibagger-ideas",
  "name": "Multibagger Ideas",
  "role": null,
  "url": "https://deepstack.ltd/people/multibagger-ideas/",
  "api": "https://deepstack.ltd/api/v1/entities/people/multibagger-ideas.json",
  "summary": "Multibagger Ideas appears in Part 11 of The Buildout. Part 11: The Backlog Is Not the Quarter. Argued in Part 11 (Shipping is not earning), Part 11 (Voices that cross sides).",
  "parts": [
    {
      "part": 11,
      "headline": "The Backlog Is Not the Quarter",
      "url": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 11,
      "section": "The margin the book does not show",
      "excerpt": "Multibagger Ideas, on September 28, sets the same exam for December: conversion as guided, gross margin back toward 30%, no second receivable write-off.",
      "url": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/"
    }
  ],
  "sides": [
    {
      "part": 11,
      "question": null,
      "side": "shipping-is-not-earning",
      "sideLabel": "Shipping is not earning",
      "claim": "Management expects 40% to 50% of backlog to convert to revenue in Q3 alone, roughly $57M to $71M, and the creator views this conversion as making it achievable for the second half to deliver more than $12.7M of net income to common needed to grow…",
      "date": "2026-09-28",
      "url": "https://multibaggerideas.substack.com/p/new-multibagger-idea-24-growth-ai",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/",
      "sidesUrl": "https://deepstack.ltd/sides/the-backlog-is-not-the-quarter/"
    },
    {
      "part": 11,
      "question": null,
      "side": "shipping-is-not-earning",
      "sideLabel": "Shipping is not earning",
      "claim": "The creator states the position earns its next tranche if Q3 results in December show backlog converting as guided and gross margin moving back toward 30%, or if Jordan becomes a definitive award; another receivable write-off or gross margin…",
      "date": "2026-09-28",
      "url": "https://multibaggerideas.substack.com/p/new-multibagger-idea-24-growth-ai",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/",
      "sidesUrl": "https://deepstack.ltd/sides/the-backlog-is-not-the-quarter/"
    },
    {
      "part": 11,
      "question": null,
      "side": "crossing",
      "sideLabel": "Voices that cross sides",
      "claim": "Record backlog, 1% growth at CeoTronics; PPIH's Q3 test.",
      "date": null,
      "url": "https://multibaggerideas.substack.com/p/new-multibagger-idea-24-growth-ai",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-backlog-is-not-the-quarter/",
      "sidesUrl": "https://deepstack.ltd/sides/the-backlog-is-not-the-quarter/"
    }
  ],
  "coverage": {
    "creators": 0,
    "claims": 863,
    "texts": 72,
    "asOf": "2026-10-08"
  },
  "lastUpdated": "2026-10-08"
}