Paid subscribers to Jonah’s Growth Stock Deep Dives receive ~2 deep dives per month (8,000+ words), ~2 mini deep dives per month (2,000+ words) and quarterly earnings commentary on most of my portfolio companies plus access to my investment portfolio (up +142% YTD in 2024, up +134% in 2023 and up +2,450% since January 2020) with real-time activity, notes/commentary and charts throughout the day.
My investment strategy is pretty simple. I want to own 20-30 high-quality growth stocks with the best fundamentals at the most reasonable valuations — if the fundamentals begin to disappoint or the valuation no longer looks compelling I will trim or sell my position. If the fundamentals remain strong and valuation remains reasonable then I’ll add on pullbacks. I only want to own stocks that have at least 50% upside within the next 1-2 years and at least 100% upside within the next 3-4 years. If I buy stocks that are too expensive, the fundamentals aren’t good enough or my investment thesis is flawed — then I’ll never hit my investment targets. My objective is to maximize performance in good markets and minimize losses in bad markets. I accomplish this by being very selective in what I own but also using technical analysis and hedges to protect my portfolio in market downturns.
Leading The Growth Of Radiopharmaceuticals: Mini Deep Dive On Lantheus
Lantheus excels in radiopharmaceuticals, with PYLARIFY's dominance in PSMA PET imaging
The market for radiopharmaceuticals is expanding beyond all expectations by both industry experts and the company's management
Lantheus is actively expanding its pipeline by making strategic investments backed by a robust balance sheet
LNTH Q1 earnings report: https://investor.lantheus.com/news-releases/news-release-details/lantheus-reports-first-quarter-2024-financial-results
LNTH Q1 financial results: https://investor.lantheus.com/static-files/7a648fa6-f2c6-46af-8a13-e51d4583b45c
LNTH Q1 earnings webcast: https://edge.media-server.com/mmc/p/mr2rfdg6/