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Palantir Foundry's 3 Pillars: Turning Data into Competitive Advantage
Disclaimer: The information provided is not financial, investment, tax or other advice.
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Modern Growth Investing
Semrush - SEMR - SaaS Online Visibility Platform
We look at Semrush, a proprietary differentiated Online Visibility/digital intelligence/marketing platform with hyper-growth and a long runway for…
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Modern Growth Investing
Modern Growth Investing Portfolio 11/21/2022 & Deep Dive Update
Portfolio of high-quality Micro, Small, and MidCap growth businesses that have a long runway and multi-bagger potential(multi-baggers are businesses…
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Chet
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Semrush - SEMR - SaaS Online Visibility Platform
 • Modern Growth Investing
Blend Labs - $BLND - Deep Dive - Part 1
 • Modern Growth Investing
Modern Growth Investing Portfolio 11/01/2021
 • Modern Growth Investing
Hims(HIMS) - Innovative, Differentiated, Consumer Health Care Brand Stock Analysis
 • Modern Growth Investing
Blend Labs - $BLND - Deep Dive - Part 2
 • Modern Growth Investing
SimilarWeb - SMWB - SaaS Digital intelligence Platform
 • Modern Growth Investing
HashiCorp: Building Protocols for DevSecOps
Hashicorp is well positioned to take advantage of the multi-cloud era with first-mover advantage in their markets and differentiated products that…
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Chet
Netflix Q32022: A disconnected stream?
Disclaimer: The information provided is not financial, investment, tax, or other advice.
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Chet
Spawners - The Capital Allocation Framework at the heart of Multi-Baggers
We look at Mohnish Pabrai's Spawner framework for Multi-Baggers and apply it to my portfolio.
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Chet
Rocket Lab: Advancing Humanity from Space
Rocket lab has high barriers to entry, a huge market opportunity, and phenomenal leadership with Peter Beck(talented at Engineering, People, Vision …
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Chet
Modern Growth Investing Portfolio 10/02/2022 & Deep Dive Update
Portfolio of Micro, Small, and MidCap growth businesses I love and partner with - By partner I mean invest!
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Chet
Deep Dive Update & Current buying opportunities
Update on upcoming Deep Dives and portfolio activity
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Chet
Modern Growth Investing Portfolio 09/01/2022
Portfolio of Micro, Small, and MidCap growth businesses I love and partner with - By partner I mean invest!
 • 
Chet
Modern Growth Investing
Modern Growth Investing
SaaS, Tech Hyper & High Growth Investing in High-Quality Compounding Businesses with a Sustainable Moat, Market Caps less than 20 Billion, Potential Multi-Baggers. I have 10+ years in Tech, Software Engineer by the day.

Modern Growth Investing

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