Last weekend, I had the pleasure of sitting down with Mike, the author of the Multibagger Monitor Substack. He can also be found on X under the handle @Mike10947310. I wanted to take the time to share some of the most valuable takeaways from that chat, because it wasn’t just about stocks—it was about strategy, discipline, and how to build an edge in an underfollowed corner of the market where information is still incredibly inefficient.

Once again, the data center theme is taking center stage with this Weekly Wrap-Up, this time featuring power solutions company, $TGEN…and why not? You always go with the person rolling the hot dice at the craps table, and the data center infrastructure theme is treating us well. 

I was able to sneak away from a Mother’s Day Smorgasbord to put the finishing touches on this weekly wrap-up after chowing down on food from some of the finest chefs in town.

I guarantee you that Warren Buffett would be buying this stock if he found it in the beginning of his career, starting from a small capital base. Key reasons why I like this stock: it’s a cash-generating machine, an under-the-radar leading manufacturer that just made a move giving it a huge competitive advantage, has executed large share repurchases at higher and higher prices, invested tens of millions of dollars in expansions, is rapidly growing earnings per share, and is still trading at dirt-cheap multiples.