14 deep dives
Just a reminder that I uploaded 14 deep dives over the weekend that were part of my large cap deep dive newsletter from last week, you can access them at growthstockdeepdives.substack.com
Please keep in mind these deep dives were done between March 2023 and December 2023 which means most of the content is still valuable and relevant however the financials and my commentary might be slightly outdated.
Here are the 14 deep dives that I uploaded:
SMCI — Super Micro
PLTR — Palantir
DKNG — DraftKings
TOST — Toast
ANET — Arista Networks
LYV — Live Nation
DECK — Deckers
CHWY — Chewy
SE — Sea Ltd
PINS — Pinterest
SPOT — Spotify
EXPE — Expedia
U — Unity
AXON — Axon
If you’re a paid subscriber then you have access to my investment portfolio so you know which 5 companies from the list above I currently own.
Next full deep dive should go out tomorrow night.
Next mini deep dive should go out by this weekend.
If you’re a paid subscriber you can access the links to my investment portfolio, investment models and daily webcasts inside every full deep dive and mini deep dive. If you can’t find the links, please let me know.
If you’re not a paid subscriber but want to be, please go to growthstockdeepdives.substack.com
I hope a bunch of you have positions in SMCI because it’s my second largest holding (across all my accounts) and the stock is now up 61% YTD. Anyone who is a paid subscriber, looks at my investment portfolio spreadsheet and reads my deep dives should know that I’ve been bullish on SMCI for 12+ months and I was adding on every pullback last year.
Best regards,
~Jonah Lupton, CEO/CIO of Lupton Capital
You can follow me on Twitter at @JonahLupton
Disclaimer: The stocks mentioned in this newsletter are not intended to be construed as buy recommendations and should not be interpreted as investment advice. Many of the stocks mentioned in my newsletter have smaller market capitalizations and therefore can be more volatile and should be considered more risky. I encourage everyone to do their own research and due diligence before buying any stocks mentioned in my newsletters. Please manage your portfolio and position sizes in accordance with your own risk tolerance and investment objectives.