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Growth Investing Resource List:
I often get asked about this, so I’d thought I’d share some that have helped me.
When you’re starting out, it’s important to find the RIGHT mentors to learn from and develop your own investment philosophy. Never follow anyone blindly.
[THREAD]
I often get asked about this, so I’d thought I’d share some that have helped me.
When you’re starting out, it’s important to find the RIGHT mentors to learn from and develop your own investment philosophy. Never follow anyone blindly.
[THREAD]
1) Before diving into qualitative analysis, I screen companies based on high revenue growth, high gross margins, and progress towards profitability.
Although I can have a very bullish opinion of a company, it has to reflect in its financials first
Although I can have a very bullish opinion of a company, it has to reflect in its financials first
Screening for companies:
-Finviz is an awesome free tool. You can set filters on a range of fundamental and technical metrics
-IBD MarketSmith is paid but has a number of professionally curated screens on growth stocks as well as access to metrics like Relative Strength and A/D
-Finviz is an awesome free tool. You can set filters on a range of fundamental and technical metrics
-IBD MarketSmith is paid but has a number of professionally curated screens on growth stocks as well as access to metrics like Relative Strength and A/D
- @ycharts, @public_comps, and @KoyfinCharts are some excellent screening tools that allow you to quickly visualize and compare companies’ fundamentals
-I also like StockCharts and @TrendSpider for technical analysis
-I also like StockCharts and @TrendSpider for technical analysis
-I look forward to reviewing 13Fs every quarter for ideas as well from top funds I follow like Abdiel, Coatue, WhaleRock, Lightstreet, Dragoneer, Center Lake, and Tiger Global to name a few
@HedgeMind, Fintel, and Whale Wisdom are all excellent sites for this
@HedgeMind, Fintel, and Whale Wisdom are all excellent sites for this
I also get ideas from other talented investors. Here are some services I recommend for growth investing:
-Motley Fool Rulebreakers is great for beginners with monthly stock picks
- @7investing is excellent too with monthly market updates, 7 stock picks, and investing insights
-Motley Fool Rulebreakers is great for beginners with monthly stock picks
- @7investing is excellent too with monthly market updates, 7 stock picks, and investing insights
-CML Pro offers concentrated top picks, ranked by conviction, on category leaders positioned to take advantage of massive secular tailwinds.
Ophir also offers timely follow-ups, management interviews, and a quarter webinar for questions
Ophir also offers timely follow-ups, management interviews, and a quarter webinar for questions
- @Beth_Kindig's premium service offers excellent in-depth write-ups on her top picks in tech complete with technical analysis by @knoxridley3
There is also a forum where members can ask questions. Check out her free blog http://beth.technology to gain a sense of her expertise
There is also a forum where members can ask questions. Check out her free blog http://beth.technology to gain a sense of her expertise
FinTwit itself is a great community, here are some people that bring value to my feed:
- @saxena_puru generously gives insights into his investment philosophy from his years of industry experience and constant updates on his portfolio of top growth stocks
- @saxena_puru generously gives insights into his investment philosophy from his years of industry experience and constant updates on his portfolio of top growth stocks
- @adventuresinfi is a top investor and holds a concentrated SaaS portfolio. He is very consistent with providing updates on these companies and the market
- @StockNovice is also a very talented investor and his monthly portfolio updates are a must-read for any SaaS investor
- @StockNovice is also a very talented investor and his monthly portfolio updates are a must-read for any SaaS investor
- @cperruna has a great eye for picking the top growth stocks with his “Stocks to Watch” series and incorporates a good mix of technical and fundamental analysis
- @RamBhupatiraju always shares excellent investing resources. Every investor should be reading as much as they can
- @RamBhupatiraju always shares excellent investing resources. Every investor should be reading as much as they can
-I also appreciate thoughts on investing and tech from @GavinSBaker, @borrowed_ideas, @shivsharma_5, @BrianFeroldi, @iancassel, @7Innovator, @Matt_Cochrane7, and @7AustinL
-I love @investing_city and @patrick_oshag’s podcasts and they’ve done interviews with people mentioned
-I love @investing_city and @patrick_oshag’s podcasts and they’ve done interviews with people mentioned
- @dhaval_kotecha, @InvestmentTalkk, @reshoftc, @MST401k, @KermitCapital, @trevmuchedzi, @james_carter89, @humour_humourrr, @paul_essen and @BornInvestor all post monthly portfolio updates and have a mix of investing styles, but each is great at explaining their thought processes
- @afc’s posts on http://meritechcapital.com and @jaminball’s posts on http://cloudedjudgement.substack.com are both must-reads for any SaaS investor
-Some of my favourite books for technology investing include 7 Powers, Zero to One, Homo Deus, The Gorilla Game, and The Innovator’s Dilemma
-Some of my favourite books for technology investing include 7 Powers, Zero to One, Homo Deus, The Gorilla Game, and The Innovator’s Dilemma
2) Once I discover an intriguing idea, I dive into qualitative analysis and look at the TAM (total addressable market) and factors that determine the sustainability of the company’s moat.
See my investment checklist for a full breakdown: https://twitter.com/richard_chu97/status/1254533832990175232
See my investment checklist for a full breakdown: https://twitter.com/richard_chu97/status/1254533832990175232
-I have a Seeking Alpha subscription, which is great for access to research on stocks I find in my screening process. I’d recommend following Bert Hochfield (also check out http://tickertarget.com ), @andrescardenal, Richard Durant, Niki Schranz, and @FromValue to name a few
-Saul’s Investing Discussions is an excellent forum for SaaS investors but please make sure to read the board rules, I post there as 'digized'
- @hhhypergrowth (CMF_muji) is one of the top contributors there and he recently started his own blog to compile his SaaS deep-dives
- @hhhypergrowth (CMF_muji) is one of the top contributors there and he recently started his own blog to compile his SaaS deep-dives
- @StackInvesting is an incredible free blog on SaaS stocks. Peter has deep experience in tech and it shows in his detailed write-ups with timely earnings updates
- @albertwang23 is also a must-follow and consistently posts high-quality deep-dives on top software stocks
- @albertwang23 is also a must-follow and consistently posts high-quality deep-dives on top software stocks
3) Once an idea passes my due diligence process, I use technical analysis to determine entry points. Here are some traders that have helped me:
Twitter: @MartyChargin, @TMLTrader, @patternprofits, and @MadMraket
Stocktwits: @aboutheoptions, @lcc007, @surinotes, @tpurgacz
Twitter: @MartyChargin, @TMLTrader, @patternprofits, and @MadMraket
Stocktwits: @aboutheoptions, @lcc007, @surinotes, @tpurgacz
I’m sure I missed a lot so feel free to comment below with people or resources that have helped you become a better investor.
As Stock Novice beautifully quoted, “None of us is as smart as all of us” – Kenneth Blanchard
As Stock Novice beautifully quoted, “None of us is as smart as all of us” – Kenneth Blanchard
