Modern Growth Investing Portfolio 11/21/2022 & Deep Dive Update

HashiCorp: Building Protocols for DevSecOps: Hashicorp is well positioned to take advantage of the multi-cloud era with first-mover advantage in their markets and differentiated products that integrate incredibly well with each other

Netflix Q32022: A disconnected stream?: Disclaimer: The information provided is not financial, investment, tax, or other advice. Nothing contained constitutes a solicitation, recommendation, endorsement, or offer to buy or sell securities …

Spawners - The Capital Allocation Framework at the heart of Multi-Baggers: We look at Mohnish Pabrai's Spawner framework for Multi-Baggers and apply it to my portfolio.

Rocket Lab: Advancing Humanity from Space: Rocket lab has high barriers to entry, a huge market opportunity, and phenomenal leadership with Peter Beck(talented at Engineering, People, Vision & Business)

Modern Growth Investing Portfolio 10/02/2022 & Deep Dive Update: Portfolio of Micro, Small, and MidCap growth businesses I love and partner with - By partner I mean invest!

Deep Dive Update & Current buying opportunities: Update on upcoming Deep Dives and portfolio activity

Modern Growth Investing Portfolio 09/01/2022: Portfolio of Micro, Small, and MidCap growth businesses I love and partner with - By partner I mean invest!

Cream of Next Generation SaaS/Technology and What I am buying right now!: Solving the what-to-buy problem for SaaS/Technology.

SentinelOne - Automating the $HIT out of cybersecurity: SentinelOne is set up for success with a long runway, hypergrowth, excellent execution, high sales efficiency, and being founder-led with a never-ending mission to change cybersecurity.

Modern Growth Investing Portfolio 08/06/2022: Portfolio of Micro, Small, and MidCap growth businesses I love and partner with - By partner I mean invest!

Cream of Next Generation SaaS and What I am buying right now!: I am sharing a new screen I am using to find the best operators in the SaaS arena.

Modern Growth Investing Portfolio 07/09/2022: Portfolio of Micro, Small, and MidCap growth businesses I love and partner with - By partner I mean invest!

Brilliant Earth - Leading the Jewelry Industry Digital Transformation: Brilliant Earth is a mission driven brand, founder led, disrupting the global incumbent jewelry market

Palantir - An Enterprise Software Platform Builder: We look at how Palantir is building Enterprise Software Platforms to solve the hard problem of Data Analytics, Software Development, and Delivery and look through a lens of Qualitative analysis Why Palantir is well-positioned for success in this decade.

Hims & Hers Health - The Drug we need to cure our Healthcare Ecosystem: Hims is a highly differentiated consumer healthcare brand that is vertically integrated, highly efficient, and creative in marketing, differentiated, and pioneering the pathway towards truly affordable and accessible healthcare.

Ginkgo - A Platform Powering Agricultural Innovation: We learn how Ginkgo is building a platform for agricultural innovation

Ginkgo - A Platform Powering Agricultural Innovation: We learn how Ginkgo is building a platform for agricultural innovation

Palantir Foundry's 3 Pillars: Turning Data into Competitive Advantage: Palantir is focused on delivering Exceptional Enterprise Software for businesses to run their daily operations, gain insights from their operations and develop a meaningful competitive advantage

Portfolio Construction and Position Sizing: I share my thoughts on portfolio construction, position-sizing and diversification.