Personally, even though my growth stocks have a higher “failure risk”, I think basically all of my holdings will have no big issues from the current inflation!

W**h**y ** i**s ** t**h**a**t**?**

All my stocks must have a very strong balance sheet, a long enough cash run rate, high net retention rate, high margins and many other strengths to pass my checklist!

Mostly, I invest in tech stocks. They have pricing power because of their market structure ($U gaming engine duopoly with Unreal engine for example) and barriers to entry.

These businesses are flexible and have great margins.

Compare that to a manufacturer and you’ll see the differences.