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 ($VTEX): In order to read this deep dive on VTEX ($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 2020), my investment models and my daily webcasts.

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 +128.6% 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 Super Micro 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 $TMDX: In order to read this mini deep dive on TransMedics (TMDX) 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 and ~3 mini deep dives per month plus access to my investment portfolio (up +118% YTD), my daily activity, my investment models and my daily webcasts.

Quick thoughts on Lantheus ($LNTH): This morning $IMGN got taken out at a ~100% premium by $ABBV, I mentioned on Twitter that I think $LNTH could be acquired at some point and here's why... Almost exactly 12 months ago $LNTH paid $260M for the distribution/commercialization rights to

Rover ($ROVR) being acquired by Blackstone for $11.00/share: Good morning, Several days ago I sent out part 1 of my ROVR deep dive because I had turned bullish on the company after seeing their Q3 earnings report where top line revenue growth was strong (above 30%) and margins were expanding faster than expected. In fact management said their long-term EBITDA margin forecast of 30% was looking too low.

Part 1: Deep dive on Rover ($ROVR): In order to read this entire deep dive on Rover ($ROVR) 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 3-4 deep dives per month plus access to my investment portfolio (up +114% YTD), investment models and daily webcasts.

Deep dive on Arista Networks ($ANET) plus some housekeeping: Hey everyone, I’m just finishing up my next small/mid cap deep dive, should be out in the next few days. It’s a company that I recently started a small position in, not high conviction yet but the fundamentals look good, valuation looks reasonable and technicals look great.

Part 2: Deep dive on Sprinklr ($CXM): In order to read this entire deep dive on Sprinklr ($CXM) 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 investment portfolio (up +100.6% YTD), investment models and daily webcasts.

Part 1: Deep dive on Sprinklr ($CXM): In order to read this entire deep dive on Sprinklr ($CXM) 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 investment portfolio (up +93% YTD), investment models and daily webcasts.

Part 1: Deep dive on Live Nation ($LYV): I’m just finishing up my next small/mid cap deep dive which should be out in the next couple days. In the meantime here’s part 1 of the Live Nation deep dive that I sent to my large cap deep dive sub…

Part 2: Deep dive on Fastly ($FSLY): In order to read this entire deep dive on Fastly ($FSLY) 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 investment portfolio (up +96.1% YTD), investment models and daily webcasts.

Part 1: Deep dive on Fastly ($FSLY): In order to read this entire deep dive on Fastly ($FSLY) 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 investment portfolio (up +95% YTD), investment models and daily webcasts.

New links for daily webcast and investment portfolio: Hi everyone, Hope you had a nice weekend. With the new month (October) I’ve changed the links to my investment portfolio spreadsheet and my daily webcast. Investment portfolio: https://docs.google.com/…

Part 2: Deep dive on Elf Beauty ($ELF): In order to read this entire deep dive on ELF Beauty (ELF) 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 investment portfolio, investment models and daily webcasts.

Part 1: Deep dive on Elf Beauty ($ELF) : Here are my other newsletters… Company: e.l.f. Beauty (stands for eyes, lips, face) Ticker: (ELF) Website: ElfCosmetics.com IPO date: September 2001 (traditional IPO) IPO price: $15.00 Current stock price: $102.95

Deep dive on AXON ($AXON): I hope everyone had a nice weekend. I’m just getting over a bad cold then I’ll send out my next deep dive which will be Elf Cosmetics ($ELF). In the meantime feel free to read this deep dive I sent out last weekend to my large cap subscribers.

67% discount for TrendSpider elite package: Hi everyone, Hope you’re having a nice weekend. As you probably know, I’ve been using TrendSpider for 3+ years for all my charting and technical analysis. In my opinion it’s the best charting software on the market so I asked them to create a special offer for my subscribers and they came through with a great one.

Part 2: Deep dive on TransMedics ($TMDX): In order to read this entire deep dive on TransMedics ($TMDX) 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 investment portfolio (up +105.1% YTD), investment models and daily webcasts.

Part 1: Deep dive on TransMedics ($TMDX): In order to read this entire deep dive on TransMedics ($TMDX) 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 investment portfolio (up +105.2% YTD), investment models and daily webcasts.