Added two new positions:

#1
7Y Return: +700%
Market Cap $5B
5Y Annual Rev growth: 29%
5Y Annual EPS growth: 71%
FCF Margin 18%
TTM P/E 6

#2
5Y Return: +1,000%
Market Cap: <$1B
5Y Revenue Growth: 19%
5Y Gross margin improved from 30% to 70%

[https://austin.substack.com/p/portfolio-update-two-new-positions](https://austin.substack.com/p/portfolio-update-two-new-positions)

High performers!
![Image upload](https://cdn.commonstock.com/3086a2d9f460d0bb7989e43e6fbe0d602411093c34da5f3b8c74c8c3ee13cd00-1558x610.png)

Nathan Worden

I added two new positions to the portfolio this morning. These are both underfollowed companies by Wall Street and retail investors and I believe they both have the potential to outperform the market for many years to come.

https://austin.substack.com/p/portfolio-update-two-new-positions

Portfolio Update: Two New Positions

2 New Positions

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