Really good post. Everyone has a process, whether they realize it or not: mojo3324106.substack.com/p/everyone-has… (Mojo) I agree, that's why this is the last paragraph of every fund letter: The stock market, like life, will have its ups and downs. All we can do is focus on what we can

Time to level up your growth investing game for earnings season! New growth investing strategy video is available for analyzing earnings reports, youtube.com/watch?v=-x0-S9…

My Reddit $RDDT earnings expectation for Q2 2025 Revenue: 450 mil. 2025 Guidance: 1.95B to 2B Gross Margin: 89% - 90% FCF: 30% - 35% Reddit does this and I will add to my position on any pullback. Otherwise, reevaluate. Let's circle back Thursday evening after earnings

Started a new position in Powerfleet $AIOT which I'll detail in my monthly summary video coming up. This SaaS provider competes with Samsara and has just a 550M market cap. They were recently ranked above Samara in innovation. The story is complex - 3 merged companies, but they

Just released a new growth stock portfolio review! Two new stocks were added this month youtube.com/watch?v=4lLvI7…

Just started a position in $IREN, they are a Bitcoin miner transitioning to high performance compute competing with Nebius and CoreWeave. What got me is they produce a Bitcoin for 44k right now, the best in the industry with ~60% margin, yet see more upside in HPC. They posted

Followers of my content will really enjoy this latest video! It's our top 3 earnings reports from this season $ALAB $APP $DAVE. Stay tuned till the end for a portfolio allocation update! youtu.be/1R5XYIN-F8g

Astera Labs $ALAB Chart Update Thanks to GrowthInvestingMastery for finding this gem and sharing this on Saul's board. I got in almost at the bottom last August. And then did well managing this position. My last sell could not have come at a better time. And then on the way down during the

Health in Tech $HIT Chart Update Health in Tech fell off the cliff on medicare cuts news. So far, it has performed very well. I got in very recently and the stock looks mighty undervalued to me. All time highs is almost a triple from here. That's the first stop I think. It

New strategy video on using AI in growth investing! We look at effective techniques to gain edge, and techniques to avoid. youtube.com/watch?v=34ZroQ…

Started a tiny position in Zoomd Technologies recently $ZOMD.V They are a SaaS micro-cap on the Venture exchange in Canada. What I like is this 70 person company has a marketing platform growing +40% yoy with 19.6M revenue. Surprisingly the company is GAAP profitable getting 6.1M

The Deep Dive on $IREN is complete! This fascinating company is making a metamorphosis from Bitcoin to a High Performance Computing juggernaut. Our position in $IREN is 18.7% 🚀🚀 youtube.com/watch?v=j5Klyf… luis Frans Bakker Mike Alfred Kamahsutra Kash

New strategy video is out! We discuss the advantages of making decisive purchases of growth stocks youtube.com/watch?v=860ie5…

Top 7 reasons I like the stock $IREN! 1) The vision and the foresight, to understand that Bitcoin and HPC have similar power requirements 2) Using Bitcoin to bootstrap the HPC business, IREN has never done any business pivots 3) It costs IREN 41k “allin costs” to produce a

Our August growth stock portfolio review video is ready! Results are +80% YTD with +343% since the start of 2024. Four new stocks added this month! $IREN $ELVA $HIVE $ZOMD.V Longer term holdings, $APP $ALAB $CRDO $DAVE $RDDT $HIT youtube.com/watch?v=KdElmg…