15+ Large Cap Deep Dives getting uploaded this weekend
Hope you all had a great week and hopefully you own some SMCI which was up 36% today.
As you may know, last year around this time I launched a large cap deep dives newsletter focused exclusively on large cap companies (above $10B market cap) but several weeks ago I decided to shut it down and just focus on running this Growth Stock Deep Dives newsletter.
However, that means I have a bunch of deep dives on high-quality large cap companies that many of you have not seen yet so over the weekend I’m going to upload them to Growth Stock Deep Dives.
You will need to be a paid subscriber to read all of these large cap deep dives; but this means the library of “previous deep dives” will now include the following:
Super Micro (SMCI)
Spotify (SPOT)
Palantir (PLTR)
Toast (TOST)
Match Group (MTCH)
Expedia (EXPE)
Sea Ltd (SE)
Live Nation (LYV)
Deckers (DECK)
Axon (AXON)
Draft Kings (DKNG)
Unity Software (U)
Chewy (CHWY)
Arista Networks (ANET)
Pinterest (PINS)
Rather than send out 14+ emails this weekend (for each one), I’ll probably post all of them with alerts disabled and then send out an email letting everyone know they are available to access.
Just a heads up, I’m not going to update the financials on all of them (that would be a ton of work) but I will send out the link to access my updated investment models for each company.
FWIW, I currently have positions in many of these companies including SMCI, PLTR, TOST, MTCH, DKNG and U.
SMCI is now the largest position in my investment portfolio after rallying +36% today… https://x.com/JonahLupton/status/1748467689486446947?s=20
Just a reminder that my Growth Stock Deep Dives newsletter is only available at the current prices ($24 per month or $240 per year) until the end of January, then my prices go up to $36 per month or $360 per year. Paid subscribers not only get my library of 100+ deep dives but they also get access to my current investment portfolio (up +12.8% YTD, up +135% in 2023) with daily activity, daily webcasts and my investment models.
Please let me know if you have any questions. Have a great weekend,
~Jonah
http://twitter.com/jonahlupton
PS: for all the paid subscribers, the next deep dive (NVTS) will go out this weekend.