What is your current favorite business you are buying and why?
Can be SaaS/other.
Steve Matt's avatar
$MELI. Top position by total cost basis.
Modern Growth Investing's avatar
@interrobangbros Love them and own them!
Samuel's avatar
$UPST because the global TAM for credit is possibly the largest market there is.
Modern Growth Investing's avatar
@sazu oh yeah, I own a bit, i think they can recover and can get back on track, so I havent sold
Jensen Butler's avatar
$WM. Everyone shits
Modern Growth Investing's avatar
@jensen is this a monopoly, i remember there are other players too

also are they growing?
Steve Matt's avatar
@jensen I bought into $WM recently because, as you so eloquently put it, everybody shits, but also their investments into renewable energy such as RNG to power their own plants and natural gas powered fleet of trucks. They plan to power 1MM homes with captured natural gas from their landfills by 2026. They're also expanding their the windmill and solar farms that they host at their closed landfills. Very bullish $WM long-term, without a care of what their current valuation is. I'm buying every month in my 401k.
Modern Growth Investing's avatar
@interrobangbros wow, i didnt know they were building an energy business too, will check them out
Jensen Butler's avatar
@interrobangbros this too, of course
Joshua Simka's avatar
$DDOG because it's best-in-class and below $100 it looks particularly good
Modern Growth Investing's avatar
@tomato yeah I have been buying some love them and $SPLK
Ben's avatar

Monopoly in EUV lithography.
Christian's avatar
What a hard question. I only get to pick one lol
Modern Growth Investing's avatar
@christian7621 life is hard, pic one top allocation
Christian's avatar
@growthinvesting there my be stocks that are higher right now in my portfolio but if you told me one stock I could only add to for the rest of my life it would be CVS, UNH is way too powerful and the government never gets healthcare right. Huge market up for grabs and I trust CVS to deliver.
AverageInvestor's avatar
$DOW - great opportunity right now to get a solid company at a depressed price due to Euro energy crunch.
Modern Growth Investing's avatar
@averageinvestor Will take a look, i remember they have incredible ROIs and are a monopoly, need to deep dive
AverageInvestor's avatar
@growthinvesting I would be interested in your deep dive if you do one. It’s my understanding that they’re the best positioned company in their area to make it through the Euro energy crunch due to diversity of locations and size.
Conor Mac's avatar
$KRUS - Rotating sushi chain.

I tend not have favourites, so I chose this one because the concept is fun, its under followed, growing well, and it could be something that goes 10x’s its store count over the next decade.
Modern Growth Investing's avatar
@investmenttalk phenomenal opportunity, i am vegan(now, was not a sushi fan when I ate meat, seemed like a social bubble tbh) so I dont get it

Will ask some sushi fans and will consider giving them a look again!
The Thinking Investor's avatar
$EVVTY - Evolution AB

Incredibly high recurring revenue. Monopolistic traits in online live gaming. Massive TAM in growing market with very low penetration so far. Network effects help protects margins. Should do very well for a long time.
Modern Growth Investing's avatar
@thethinkinginvestor exploiting humans, not interested

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