This new approach demonstrates that you can achieve impressive returns without taking unnecessary risks.
Tom Yong here with your Sunday digest.
It seems that almost every billionaire investor I know has their own version of “The One.”
For instance, several family friends dove into Sun Microsystems back in the ’80s after being wowed by their innovative workstations.
Others have built their fortunes on commodity stocks or semiconductor companies. I even stumbled upon an interesting airline after the financial crisis.
Well-known investors, too, have their own “The One.” For example:
- Phil Fisher acquired Motorola Solutions Inc. (MSI) back in 1955 when it was just a radio manufacturer.
- Warren Buffett’s partnership saw a boost with American Express Co. (AXP) in 1963.
- Masayoshi Son of SoftBank Group Corp. (SFTBY) invested $20 million in Alibaba Group Holding Ltd. (BABA) back in 2000.
Identifying stocks that have the potential to rise by 1,000% or more is crucial. These investments can turn $100,000 into $1 million, or even $100 million in a $10 million portfolio. That’s where real wealth is created.
And the great news? These high-potential stocks don’t necessarily invite high risks.
Last week, I mentioned Tronox Holdings plc (TROX), one of the biggest producers of titanium dioxide (TiO2), a key ingredient in paints, lubricants, and even toothpaste. There’s simply no substitute for this essential material.
Given that TiO2 prices tend to cycle, Tronox’s stock has a good chance of bouncing back into the $20 range, which indicates a 4x return. Since my last mention, the stock has already jumped 25%.
Now, experts like Eric Frye have developed a quantitative system that identifies stocks with even greater potential. This process helps investors find unique opportunities in the search for high-quality stocks.
His system, called Apogee, is quite effective; it even pinpointed certain companies poised for 1,000% growth.
In a special presentation this week, Eric elaborated on how Apogee functions and how it can assist you in discovering your own “one” investment. If you haven’t had the chance to check it out yet, it might be worth your time.
Interestingly, these companies are often much less risky than one might think. Many are medium to large firms with solid business foundations, facing stock price drops for reasons beyond their control—like Nvidia Corp. (NVDA) and Apple Inc. (AAPL) after significant sales declines.
Speaking of potential, I want to highlight two companies that have seen considerable drops but are likely to rebound more safely than many investors realize.
Potential Acquisitions
It’s been a tough time for a biotech firm, mainly due to the Biden administration’s laws aimed at lowering drug prices, paired with the Trump administration’s cuts to funding for the sector.
This combination has pushed Gene-Editing Firm Intellia Therapeutics Inc. (NTA) stocks into single digits. By April 2025, they plummeted to an all-time low of $5.90, a staggering 97% drop from their peak of $202 in 2021.
Despite this, the promising biotech company recently reported positive outcomes from a critical phase 1 trial for Ionvo-Z, a treatment for hereditary angioedema. This condition affects roughly 1 in 50,000 people globally, and analysts project Ionvo-Z could generate $1 billion in peak sales. Follow-up data indicated a remarkable 98% improvement for 10 patients in the trial, which is quite encouraging. Ionvo-Z is in line for phase 2 exams and might hit the market by 2028.
Moreover, the company is making strides in phase 1 research for NEX-Z, another gene therapy targeting hereditary transthyretin amyloidosis, a rare disease affecting 1 in 50,000 people. However, in some demographics, that figure can climb to as high as 1 in 20. NEX-Z could have a potential market worth $2 billion annually, with a release expected by 2029.
Analysts estimate a 35% and 40% chance of regulatory approval for these two drugs, respectively.
If either treatment succeeds, Intellia’s market cap could soar to between $100 billion and $15 billion by 2030, representing a staggering 1,220% increase from its present valuation of $1.2 billion.
Additionally, Intellia benefits from backing by Regeneron Pharmaceuticals Inc., which covers 25% of development costs and profits for the NEX-Z program, paving the way for commercialization and marketing if the drug gets approved.
Intellia is still a risky venture in the early-stage biotech space, but it’s currently trading at a price that reflects its potential, especially with a couple of promising gene-editing options in the pipeline.
Chinese Robotaxi Play
The Chinese automotive scene is quite different from what many Americans might picture. After years of fierce competition, many Chinese vehicles now outperform those on the U.S. market in terms of pricing and capabilities.
For instance, the Xiaomi Su7 Ultra boasts 1,500 horsepower at a price of just $73,000. Meanwhile, the $22,000 XPENG MONA M03 EV is equipped with two radars, seven cameras, and 12 ultrasonic sensors for advanced autonomous driving.
As a result, Chinese companies are making great strides in robotaxi technology, supported by advanced car manufacturing. Recent estimates suggest that self-driving taxis could dominate the streets of China, with some predictions indicating up to 4 million robotaxis could be operational by 2030—a staggering increase from today.
This creates exciting opportunities for Weride Inc. (WRD), the largest pure robotaxi company in China.
Founded in 2017 by a former chief scientist at Baidu Inc., Weride has rapidly become the second-largest provider of robotaxi services in China, trailing behind Baidu’s Apollo Go. The company caught attention recently from analysts at InvestorPlace.
In August, Weride announced a significant project: an advanced driver assistance system (ADA) developed in partnership with Bosch, a top supplier for automakers.
The potential here is enormous as many conventional automakers struggle with the software needed for autonomous driving. Weride’s collaboration with Bosch offers a viable alternative and positions the company as a potential “Tier 1” auto component supplier.
Weride’s stock has showed a “little by little” recovery; it’s increased 60% from its April low, reversing an 86% drop since the year’s start.
This suggests that sustainable long-term gains are possible for this promising stock, especially since Weride is actively expanding into markets beyond China, like the Middle East and Europe. This puts them in a position to potentially outpace Western competitors like Waymo.
If everything plays out favorably, Weride’s valuation of $2.6 billion could see a fantastic 1,000% growth by 2030.
Secrets of 1,000% Profit
Top investors seem to have an innate ability to identify just where to cast their lines. Years of experience make them almost instinctively aware of where the biggest catches can be found, even without any advanced fishing equipment.
Interestingly, boaters tend to catch twice as many fish in competitions compared to “co-angler” formats, where participants sit behind a boat captain. The best spots often remain elusive for those in the co-angler role.
Just the other day, a 34-pound fish was caught during a Phoenix Bass Fishing League event on Lake Kentucky, while the top co-angler only managed a mere 13 pounds.
Investing in stocks that can rise by 1,000% works similarly. Knowing where to “fish” requires sharply honed instincts and strategies.
This is exactly what Eric Fry has been putting into practice for over three decades, discovering more than three dozen “granders” that have soared beyond 1,000%. Some of his notable picks include:
- Totalenergies SE (TTE): +1,489%
- Adidas AG (ADDY): +1,622%
- Westpac Banking Corp. (WBC): +5,941%
Eric has systematized his insights into a framework known as Apogee, which is specifically designed to identify these high-yield opportunities. Think of it like having a fishing radar to locate those elusive stocks capable of 1,000% growth. This system aids in discovering hidden gems worth investing in for the long haul.
One of the strategies Eric emphasizes is the “lots, little bits” approach. These are companies that are significantly below their peak performance, but with substantial upside potential and signs of a gradual recovery.
In a recent presentation, Eric discussed more about Apogee and shared eight additional factors that facilitate its efficacy, including five stock picks that he and the system have already identified.
Until next week,
Tom Yong, CFA
Market analyst
