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@growthinvesting
Modern Growth Investing
$17.7M follower assets
Investor | Software Engineer | SaaS | Tech | B2B | SmallCap | High & Hyper-Growth Compounders with durable moat Insights: https://moderngrowthinvesting.substack.com/
54 following496 followers
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Modern Growth Investing's avatar
Modern Growth Investing
$17.7MFollowers
@growthinvesting05/14/2023
Homebuilder stocks - What are your favorites and why?
Homebuilders still have a great market opportunity till 2030's, which are your favorite horses and why?
Ben
@rpinvestments05/14/2023
$NVR bc they should be the next company highlighted in the book the outsiders: eight unconventional CEOs
+ 3 comments
Modern Growth Investing's avatar
Modern Growth Investing
$17.7MFollowers
@growthinvesting05/08/2023
Like I said last earnings, you cant stop an unstoppable force of nature
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Jeff Sanders
@darthtrader05/08/2023
Guiding for profitability for remaining quarters of the year. Impressive. They have come a long way.
+ 1 comment
Modern Growth Investing's avatar
Modern Growth Investing
$17.7MFollowers
@growthinvesting04/28/2023
At this point is there anyone who doubts there is a real estate bubble in US?
Business Insider
A San Francisco office building was worth $300 million before the pandemic. Now, it could sell for only $60 million — a perfect example of why downtowns are in trouble
Buyers will start bidding soon for the 22-story office tower that sits at 350 California Street which runs through San Francisco's financial district.
Ben
@rpinvestments04/28/2023
In commercial real estate maybe. Covid and zoom made hybrid work the future of work. And hybrid work needs less space.
​
But homes are still under build IMO. Since ‘08. And add to that all the people with sub 3% mortgages who don’t want to move. I’m one of them. Flagstar Bank going to regret my 2.8% until 2051. 😂
+ 1 comment
Modern Growth Investing's avatar
Modern Growth Investing
$17.7MFollowers
@growthinvesting04/18/2023
Betting alongside a great partner Howard Marks?
Recently Howard Marks Oaktree filed a 13D/A revealing us their ownership in $GTX after turning them around

$GTX got rid of their series A preferred stock

The benefits are abound

This saves $GTX $100M per year

$GTX is delevering and converting a lot of their cash flow to actual cash

$GTX is a monopoly

Yo, $GTX gets prepaid, thats incredible

$GTX has a plan to survive their apparent extinction with upcoming EV domination

$GTX is a leading innovator(this is their plan to not be a dinosaur)

So would you wanna bet on this alongside a great partner Howard Marks, given minimal revenue growth but increasing earnings over the next few years?
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Modern Growth Investing's avatar
Modern Growth Investing
$17.7MFollowers
@growthinvesting04/15/2023
Betting on operational leverage. Do you do it? Here is a small peek into my process.

What are some companies that are going from negative operational leverage to positive operational leverage @growthinvesting

Where and how can you screen for these?

Here is my Brief response:

All the ones declaring positive adjusted EBITDA(by 2024) are in that list, also the ones who are currently adjusted EBITDA profitable/GAAP profitable are in that list

As for specific names, $PLTR $NFLX $AMZN $NET $IOT $S $RBLX $AFRM $HIMS $RKLB and plenty of other "small fish" that may(or may not LOL, too risky for general public IMHO) 10x+ after this event and I dont want to reveal them as they not for the faint of heart(I have had permanent capital loss on some of these :D).

I generally screen rarely, I have my eye on industries, I pick an industry separate it into incumbents and innovators. Study the incumbents bottom up and find out their ROI, unit economics and moat and make a note of them. Then I look at innovators, do a highly qualitative study to see how they are different and check if their ROI, unit economics are better and also see if their moat is durable against the incumbents.

Then I pick the best incumbents(sometimes) and atleast 2-3 innovators to bet on.

Hopefully this is insightful.

Feel free to ask about my mistakes(LOL) or anything else.
Modern Growth Investing's avatar
Modern Growth Investing
$17.7MFollowers
@growthinvesting04/13/2023
Love the milk, Buy the stock? - $OTLY
Been using $OTLY for 6+ months and has been my replacement for soy milk recently.

Makes a great matcha, I have it every day.

Business is capex/asset light now and using partners for manufacturing.

Will buy when the time is right 👍
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Joey Hirendernath
@joeyhirendernath04/13/2023
I didn't know Oatly was a public company. Would you say oat milk category has a lot of brands competing for market share?
+ 11 comments
Modern Growth Investing's avatar
Modern Growth Investing
$17.7MFollowers
@growthinvesting04/11/2023
$RBLX Buy time Baby?
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Jazzi Young
@jazziyoung04/11/2023
$RBLX is still a "patiently waiting on the sidelines" for us.
We both like the business ... a lot ... but neither of us are so keen about the negative earnings and negative free cash flow reported for FY2022.
Technically, current price > 50-Day rising SMA > rising 200-Day SMA is a huge "plus", but the lighter volumes doesn't convince me (Colin) that the institutional "whales" are getting behind the stock yet.
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I'd want to see the stock price breach the 23.6% Fibonacci level with some gusto on trading volumes. Although I'm not a firm believer in Fibonacci levels, I've learnt to respect them because the market often experiences resistance around those levels.
For context, this is how I've drawn the Fibonacci levels:
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$RBLX will remain on our watch list. We're very bullish on video gaming long-term, and $RBLX seems to be a good business to get exposure in both video games and the currently out of vogue "meta verse", but still debating whether we should gain exposure by trying to pick video gaming stocks we think will be winners or just buying a video gaming sector ETF like $GAMR, $ESPO or $NERD.
+ 1 comment
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