Modern Growth Investing
Subscribe
Sign in
Home
Deep Dives
Investing Wisdom
Brief Dives
Archive
About
Latest
Top
Discussions
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…
Nov 21, 2022
•
Chet
Share this post
Modern Growth Investing Portfolio 11/21/2022 & Deep Dive Update
moderngrowthinvesting.substack.com
Copy link
Facebook
Email
Note
Other
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…
Oct 28, 2022
•
Chet
Share this post
HashiCorp: Building Protocols for DevSecOps
moderngrowthinvesting.substack.com
Copy link
Facebook
Email
Note
Other
Netflix Q32022: A disconnected stream?
Disclaimer: The information provided is not financial, investment, tax, or other advice. Nothing contained constitutes a solicitation, recommendation…
Oct 20, 2022
•
Chet
Share this post
Netflix Q32022: A disconnected stream?
moderngrowthinvesting.substack.com
Copy link
Facebook
Email
Note
Other
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.
Oct 17, 2022
•
Chet
Share this post
Spawners - The Capital Allocation Framework at the heart of Multi-Baggers
moderngrowthinvesting.substack.com
Copy link
Facebook
Email
Note
Other
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 …
Oct 10, 2022
•
Chet
Share this post
Rocket Lab: Advancing Humanity from Space
moderngrowthinvesting.substack.com
Copy link
Facebook
Email
Note
Other
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!
Oct 2, 2022
•
Chet
Share this post
Modern Growth Investing Portfolio 10/02/2022 & Deep Dive Update
moderngrowthinvesting.substack.com
Copy link
Facebook
Email
Note
Other
September 2022
Deep Dive Update & Current buying opportunities
Update on upcoming Deep Dives and portfolio activity
Sep 10, 2022
•
Chet
Share this post
Deep Dive Update & Current buying opportunities
moderngrowthinvesting.substack.com
Copy link
Facebook
Email
Note
Other
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!
Sep 2, 2022
•
Chet
Share this post
Modern Growth Investing Portfolio 09/01/2022
moderngrowthinvesting.substack.com
Copy link
Facebook
Email
Note
Other
August 2022
Cream of Next Generation SaaS/Technology and What I am buying right now!
Solving the what-to-buy problem for SaaS/Technology.
Aug 29, 2022
•
Chet
Share this post
Cream of Next Generation SaaS/Technology and What I am buying right now!
moderngrowthinvesting.substack.com
Copy link
Facebook
Email
Note
Other
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…
Aug 17, 2022
•
Chet
Share this post
SentinelOne - Automating the $HIT out of cybersecurity
moderngrowthinvesting.substack.com
Copy link
Facebook
Email
Note
Other
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!
Aug 6, 2022
•
Chet
Share this post
Modern Growth Investing Portfolio 08/06/2022
moderngrowthinvesting.substack.com
Copy link
Facebook
Email
Note
Other
July 2022
Cream of Next Generation SaaS and What I am buying right now!
I am sharing a new screen I am using to find the best operators in the SaaS arena.
Jul 13, 2022
•
Chet
Share this post
Cream of Next Generation SaaS and What I am buying right now!
moderngrowthinvesting.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts