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Modern Growth Investing

$31.8M follower assets

Investor | Software Engineer | SaaS | Tech | B2B | SmallCap | High & Hyper-Growth Compounders with durable moat

Insights: http://moderngrowthinvesting.com
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Modern Growth Investing's avatar
$31.8m follower assets
A tale of 2022, if you have a long enough time horizon, macro BS dosent matter
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Amen to that! And according to someone, there was no inflation in July :p
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Modern Growth Investing's avatar
$31.8m follower assets
Seeing a lot of bad takes on $U and $APP merger
The premium looks small to $U shareholders, but if you are willing to take the long view this is an incredible merger building a business that can effectively trade punches with $AAPL and $GOOG

I am a shareholder in $APP and $IS both and I think $APP x $U is an incredible opportunity for the long term.

I hope it goes through, if you are a shareholder of $U or $APP and have any questions/concerns please leave a comment and I can help you see the light.

Take the long view.
Don't you see this proposed deal as $APP not wanting to be left behind when Unity merges with $IS ?

And as $U holder, of course I'm looking at the premium and how much power Unity shareholders will have after the merger (in this case, less than the ironSource deal)
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$31.8m follower assets
Beware, Dividend stock investors
Wealthfront now offers 2% APY, I think this will increase to 3% in 6-12 months.

So putting your cash at risk in equities for a dividend is not going to be a great tradeoff anymore, just put it in wealthfront instead.

As this trend catches up, demand for dividend stocks should go down and your capital will depreciate.
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For people with Fidelity accounts, put it in one of these which you have to manually purchase but Fidelity autosells to cover debits and trades on the account.

SPRXX ($0.01 minimum to buy) 7 day average yield 2.00% APY
FZDZZ (To buy it the first time requires $100,000 but as long as you have any position, you can buy $0.01 7 day average yield 2.12% APY

For Charles Schwab customers, there is SVWXX ($0.01 minimum to buy) 7 day average yield 2.03% APY

Wealthfront as the footnote on their webpage states "FDIC insurance is not provided until the funds arrive at the program banks."
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$31.8m follower assets
Damn, $NET killing it, looks like I am realizing hypergrowth investing finally
  • Second quarter total revenue totaled $234.5 million, representing an increase of 54% year-over-year
  • Strong large customer growth, with a record addition of 212 large customers in the quarter, bringing the total number of large customers to 1,749
  • operating cash flow was $38.3 million, or 16% of total revenue, and free cash flow was negative $4.4 million, or 2% of total revenue
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Strong quarter, and just when the valuation comes down to some degree (under 20x sales :D) it skyrockets again. I wonder if this is one of those early $NFLX and $AMZN, where you could never get in at a reasonable valuation.
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Modern Growth Investing's avatar
$31.8m follower assets
Averaging down on something you know incredibly well is powerful, this is just the beginning
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This is what you call BTFD! I've been in $PLTR since 10/22/20 @ $9.37 nearly nailing that bottom, only to then watch a >4x bagger go through the muck. Glad to see position turn back positive. Conviction pays!
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Modern Growth Investing's avatar
$31.8m follower assets
All types of investing is value investing.
Value investing has a margin of safety of a great discount.

Momentum investing has a margin of safety of stop losses.

Growth investing has a margin of safety of time/durability.

What do you think?

I find myself practicing all of these from time to time.
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