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October 2022

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

September 2022

August 2022

Cream of Next Generation SaaS/Technology and What I am buying right now!
Solving the what-to-buy problem for SaaS/Technology.
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Chet
SentinelOne - Automating the $HIT out of cybersecurity
SentinelOne is set up for success with a long runway, hypergrowth, excellent execution, high sales efficiency, and being founder-led with a never-ending…
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Chet
Modern Growth Investing Portfolio 08/06/2022
Portfolio of Micro, Small, and MidCap growth businesses I love and partner with - By partner I mean invest!
 • 
Chet

July 2022

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