Which are your top 3 midcaps and smaller companies you'd like to invest in?
u/magicajuveale ·
Reddit — r/ValueInvesting
· May 09, 2026 at 14:12
· ⬆ 16 pts
· 💬 62 comments
| View on Reddit ↗
AI Summary
Summary
The post is a discussion prompt asking for top midcap/small-cap picks with 10-bag potential, though the author provides no specific thesis or analysis.
The top comment by u/benny-trill makes a strong bullish case for OUST (Ouster), citing a near-monopoly in non-vehicle lidar, US government ban on Chinese competitors, rapid revenue growth, and partnerships with Amazon and the FIFA World Cup.
Quality assessment: The post itself is speculative noise (a question), but the top comment contains a reasonably specific, fact-supported argument that qualifies as a speculative but actionable thesis.
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Upvote %86%
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In the US the common general guideline for defining market cap categories is the following:
Common general guideline for defining market cap categories in the US:
1. Mega Cap: >= $200 B.
2. Large Cap: ($10 B, $2000 B)
3. Mid Cap: ($2 B, $10 B)
4. Small Cap: ($300 M, $2 B)
5. Micro Cap: ($50 M, $300 M)
6. Nano Cap: < $ 50 M.
For a company to 10-bag in 5 years, its market cap must grow by a CAGR of 58.49%.
Why do you believe this business will grow and create value?
What are its profitable growth opportunities?
What are its moats, if it has any at all? What are the sustainability of these moats?
Feel free to discuss companies all over the world.
You don’t have to have necessarily invested in this company in the past. For example, because you believed it’s too expensive and are waiting for it to become available at more attractive prices.