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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
Looking forward to this weeks earnings, hoping SaaS and my longs will make a comeback
Looking forward to:
  • $CHKP(just curious)
  • $AMD (curious to learn more)
  • $SBUX (Have a coffee there nearly everyday, never bought the stock, good candidate)
  • $RACE getting into autos, so learning more about Ferrari and $POAHY
  • $MRNA - bullish and I own it
  • $HOOD - cheap high margin business, need to see if financials improve
  • $MELI - Long
  • $FTNT - Incredible capital allocators, I learn a lot from them
  • $DDOG - Own it and long
  • $TWLO - Own it and long
  • $NET - Own it and long

I learn a lot from looking at companies I don't own, so I like to observe and learn a lot!
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$CMG runway
$CMG already has 3000 stores and is opening 200 this year.

How long is their runway?

How many stores can they open without affecting their ROI over the long term?

$MCD has over 40K stores. What do you think?

@etfs07/29/2022
I don't know but I like the $CMG charts. Monthly and daily up trends and the weekly is above its resistance level.
+ 5 comments
U.S. Army Research Laboratory to implement $PLTR capabilities. The contract totals $99.9 million over two years.
Palantir first partnered with the Army Research Lab to provide those on the frontlines with state-of-the-art operational data and AI capabilities in 2018. Palantir’s platform has supported the integration, management, and deployment of relevant data and AI model training to all of the Armed Services, COCOMs, and special operators. This extension grows Palantir’s operational RDT&E work to more users globally.

“Maintaining a leading edge through technology is foundational to our mission and partnership with the Army Research Laboratory,” said Akash Jain, President of Palantir USG. “Our nation’s armed forces require best-in-class software to fulfill their missions today while rapidly iterating on the capabilities they will need for tomorrow’s fight. We are honored to support this critical work by teaming up to deliver the most advanced operational AI capabilities available with dozens of commercial and public sector partners.”

By working with the U.S. Army Research Lab, integrating with partner vendors, and iterating with users on the front lines, Palantir’s software platforms will continue to quickly implement advanced AI capabilities against some of DOD’s most pressing problem sets. “We’re looking forward to fielding our newest ML, Edge, and Space technologies alongside our U.S. military partners,” said Shannon Clark, Senior Vice President of Innovation, Federal. “These technologies will enable operators in the field to leverage AI insights to make decisions across many fused domains. From outer space to the sea floor, and everything in between.”

$UPST - Upstart Shares Technology With Minority Lenders and Community Banks
Upstart today announced it will provide preferred access to its AI lending platform with no implementation fees for all Community Development Financial Institutions (CDFIs) nationwide, which complements its existing commitment to Minority Depository Institutions (MDIs) with the National Bankers Association.

The announcement coincides with Upstart becoming a founding member of the Economic Opportunity Coalition, a new group partnering with the Biden-Harris Administration focused on helping find solutions to advance economic equity in the United States.

$STLA making a comeback, family of auto brands has a bright future
Stellantis Posts Record First Half 2022 Results with 14.1% AOI Margin(1), €8.0 Billion Net Profit and €5.3 Billion Industrial Free Cash Flows(2); Global BEV Sales Up Nearly 50%, Among Leaders in EU30 BEV Sales

  • Net revenues of €88.0 billion, up 17% compared to H1 2021 Pro Forma(3) reflecting strong net pricing, favorable vehicle mix and positive FX translation effects
  • Adjusted operating income(1) of €12.4 billion, up 44% compared to H1 2021(3), with margin at 14.1%; all five regions(4) with double-digit margins
  • Net profit of €8.0 billion, up 34% compared to H1 2021(3)
  • Industrial free cash flows(2) of €5.3 billion, up €6.5 billion compared to H1 2021(3)
  • Strong Industrial available liquidity at €59.7 billion
  • Stellantis ranked second in BEV sales and LEV sales in EU30 market; third in the U.S. market for LEV sales
  • Global BEV sales up nearly 50% y-o-y to 136k units

Amazing memo by Howard Marks - I Beg to Differ
Some highlights:

  • Be idiosyncratically uncomfortable(Be different)
  • Take the long view(Fuck Macro and short-term BS)
  • Have conviction(And don't keep buying and selling shit, hang on enjoy the ride)
  • Evaluate businesses qualitatively(quant insights are discounted and common info.)
  • Be ready to make mistakes and underperform for a while
  • Second level thinking is important, if you cant then you will be average or below average
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$DNA doing epic M&A with $ZY and Joyn Bio $BAYRY merger
They will be a powerhouse in Ag biologicals and are rapidly scaling their horizontal platform with the merger

Long $DNA - This is one of my picks for a generational company!


Note: I was down with COVID for the past week, Back with a Bang!

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