Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

Share this post

Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Deep dive on Axon ($AXON)
Copy link
Facebook
Email
Notes
More

Deep dive on Axon ($AXON)

Jonah Lupton's avatar
Jonah Lupton
Jan 22, 2024
∙ Paid
Share
Jonah’s Growth Stock Deep Dives
Paid subscribers get 2-3 deep dives per month (8,000+ words) and 2-3 mini deep dives per month (2,000+ words) plus access to Jonah's investment portfolio (up +134.7% in 2023), daily activity, daily webcasts and investment models for dozens of stocks
By Jonah Lupton

Paid subscribers to Jonah’s Growth Stock Deep Dives receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +13.3% in 2024, up +134.7% in 2023 and up +1,200% since January 2020) plus my investment models and daily webcasts.


I also run a Stocktwits rooms where I post about my investment portfolio and my trading portfolio (up +97.3% in 2023) including morning newsletter, daily activity updates, daily charts, market/macro opinions, quarterly earnings analysis, daily webcasts and much more.

Stocktwits room


Company: AXON, formerly known as Taser

Date published: September 2023

Ticker: (AXON)

Website: Axon.com

IPO date: June 2001 (traditional IPO)

IPO price: $13.00 ($0.52 stock split adjusted)

Current stock price: $214.71

Outstanding shares: 74.76 million

52 week high: $229.95 on May 03, 2023

52 week low: $109.31 on September 23, 2022

ATH: $229.95 on May 03, 2023

Market cap: $16.052 billion

Net cash/debt: +$417 million

Enterprise value: $15.635 billion

Headquarters: Scottsdale, Arizona, United States

Number of employees: 2,800+

Average price target from analysts: $235.82


Investor Relations: https://investor.axon.com/home 

Q2 2023 Earnings Report [click here]

Q2 2023 Webcast [click here]

Q2 2023 Shareholder Letter [click here]

August 2023 Presentation [click here]


Outline

  1. Introduction [part 1]

  2. Company Background [part 1]

  3. Opportunity [part 1]

  4. Business Model [part 1]

  5. Competitive Advantages [part 1]

  6. Risks [part 1]

  7. Valuation [part 2]

  8. Investment Model [part 2]

  9. Analysts [part 2]

  10. Technicals [part 2]

  11. Conclusion [part 2]

  12. Additional Sources [part 1 and 2]

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Jonah Lupton, Lupton Capital
Publisher Privacy ∙ Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More