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Reminder: Large Cap Deep Dives shuts down today: Hi everyone, Just a reminder that my Large Cap Deep Dives newsletter will shut down today. If you’re a paid subscriber then your plan will be canceled today and you’ll get a prorated refund for whatever is left on your monthly or annual plan.

Message for paid subscribers on Jonah's Large Cap Deep Dives newsletter: Hi everyone, Later this week I’m going to shut down my Large Cap Deep Dives newsletter and just run one newsletter called Jonah’s Growth Stock Deep Dives which will be hosted at growthstockdeepdives.s…

Mini deep dive on Aspen Aerogels ($ASPN): In order to read this mini deep dive on Aspen Aerogels ($ASPN) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber…thank you for your support. Paid subscribers receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +134.7% in 2023 and up +1,064% since January 2020) plus my investment models and daily webcasts.

Part 2: Deep dive on VTEX ($VTEX) plus new links to spreadsheets, investment models and daily webcasts: In order to read this deep dive on VTEX ($VTEX) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +134.7% in 2023 and up +1,064% since January

Part 1: Deep dive on VTEX ($VTEX): In order to read this deep dive on VTEX ($VTEX) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +135.2% YTD), my investment models and my daily webcasts.

Mini deep dive for On Running ($ONON): In order to read this mini deep dive on On Running ($ONON) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support.

Year end giveaway from Celsius, TrendSpider, Tikr and Lupton Capital: I've partnered with Celsius, TrendSpider and Tikr to do a year end giveaway to THREE of my Twitter friends/followers. In order to qualify you have to retweet this post (on Twitter) and be following all three of those accounts above plus me.

Part 2: Deep dive on Toast ($TOST): In order to read this deep dive on Toast ($TOST) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +129.7% YTD), my investment models and my daily webcasts.

Part 1: Deep dive on Toast ($TOST): In order to read this deep dive on Toast ($TOST) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +125% YTD), my investment models and my daily webcasts.

Mini deep dive on SuperMicro Computer ($SMCI): In order to read this mini deep dive on SuperMicro ($SMCI) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support.

Mini deep dive on TransMedics ($TMDX): Hey everyone, Just wanted to share some news regarding my LARGE CAP DEEP DIVES newsletter…in the next week I’m going to merge my large cap deep dives newsletter into my small/mid cap deep dives newsletter and rename it as DEEP DIVES.

Part 2: Deep dive on Arista Networks ($ANET): In order to read this entire deep dive on Arista Networks ($ANET) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (up +109.9% YTD), my investment models and my daily webcasts.

Part 1: Deep dive on Arista Networks ($ANET): In order to read this entire deep dive on Arista Networks ($ANET) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (up +105.2% YTD), my investment models and my daily webcasts.

Part 2: Deep dive on Live Nation ($LYV): In order to read this entire deep dive on Live Nation ($LYV) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (up +93% YTD), my investment models and my daily webcasts.

Part 1: Deep dive on Live Nation ($LYV): In order to read this entire deep dive on Live Nation ($LYV) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (up +94.2% YTD), my investment models and my daily webcasts.

Part 2: Deep dive on Deckers ($DECK): In order to read this entire deep dive on Deckers ($DECK) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (+93% YTD), my investment models and my daily webcasts.

New links for investment portfolio & webcasts: Hi everyone, Hope you had a great weekend. With the new month I’ve changed the links to most of my spreadsheets including the daily webcast. Investment portfolio: https://docs.google.com/spreadsheets/…

Part 1: Deep dive on Deckers ($DECK): In order to read this entire deep dive on Deckers ($DECK) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (+97% YTD), my investment models and my daily webcasts.

$DECK coming soon plus $ELF deep dive : Over the next couple days I’ll be finishing up my next large cap deep dive on Deckers ($DECK), a footwear company that owns Hoka, Ugg, Teva and several other brands. Deckers might have the best acqui…

Part 2: Deep dive on Axon ($AXON): In order to read this entire deep dive on Axon ($AXON) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (+104% YTD), my investment models and my daily webcasts.

Part 1: Deep dive on Axon ($AXON): In order to read this entire deep dive on Axon ($AXON) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (+104.7% YTD), my investment models and my daily webcasts.

Deep dive on Chewy ($CHWY): In order to read this entire deep dive on Chewy ($CHWY) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (+94% YTD), my investment models and my daily webcasts.

Part 2: Deep dive on DraftKings (DKNG): In order to read this entire deep dive on DraftKings (DKNG) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (~97% YTD and ~1,000% over the past 3 years), investment models and daily webcasts.

Delay on Part 2 of DraftKings deep dive because of recent ESPN/PENN news: Sorry for the delay on part 2 of the DraftKings (DKNG) deep dive; it’s because I’m trying to assess the current financial impact of the news this week that ESPN was terminating their partnership with DraftKings and instead forming a partnership with PENN after they sold Barstool Sports back to Dave Portnoy.