The Portfolio Armor Substack

The Portfolio Armor Substack

Trade Alert: Multibaggers + Biotech

Two bullish biotech bets from our new Multibaggers list.

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Portfolio Armor
Sep 26, 2025
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Note: both of these trades went out to paid subscribers via chat before today’s close.

Two New Trades from Our Multibaggers List

We’ve been working on ways to sharpen our idea pipeline. One issue with our Market Watchers list on X is that it’s gotten a bit unwieldy—nearly 150 accounts now. Plenty of signal in there, but also a lot of noise.

So we spun out a new Multibaggers list, which currently tracks just five accounts. The common thread? Each has posted documented multibagger calls—stocks that doubled or better since their initial recommendations. One of those five accounts is the pseudonymous “Mike” mentioned in this post over the summer:

Finding Alpha On X

Portfolio Armor
·
Jul 2
Finding Alpha On X

Finding Alpha On X

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Today’s two new trades come from that list, and specifically from the same account that flagged uniQure N.V. ( QURE 0.00%↑) before its surge this week. One is structured for uncapped upside, while the other is designed for defined risk/reward with an attractive asymmetry. In both cases, we’re taking advantage of elevated near-term implied volatility to help finance longer-dated bullish exposure.

Today’s First Multibaggers Trade

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