Paid subscribers to Jonah’s Growth Stock Deep Dives receive 2-3 deep dives per month (8,000+ words), 2-3 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 +81.2% YTD in 2024, up +134.7% in 2023 and up +1,800% since January 2020) with real-time activity and notes/commentary throughout the day on my portfolio spreadsheet.
My investment strategy is to own 20-30 of the best growth stocks with the best fundamentals at the most reasonable valuations — if the fundamentals begin to disappoint or the valuation no longer looks compelling then I’m trimming or selling my position. I don’t own stocks, I rent them, and I keep renting them as long as the fundamentals still look good, the valuation still looks good and my investment thesis still looks good. I want stocks that have at least 50% upside within 1-2 years and at least 100% upside within 3-4 years. If I buy stocks that are too expensive or the fundamentals aren’t good enough or my investment thesis is weak — I’ll never hit my investment targets.
In this post I’m going to cover the TMDX earnings report from earlier this afternoon. In case you missed it, TMDX crushed Q4 numbers, gave incredible guidance for 2024 and the stock is up 20.5% after hours.
Over the past couple weeks I’ve sent our earnings commentary for Super Micro (SMCI), Nvidia (NVDA), Meta (META), Uber (UBER), DraftKings (DKNG), Elf Beauty (ELF), NU (NuBank), MELI (MercadoLibre), Sofi (SOFI), Aspen (ASPN), InMode (INMD) and Square/Block (SQ).
Over the next week I’ll be sending out earnings commentary for Celsius (CELH), Shift4 Payments (FOUR), Palantir (PLTR), Toast (TOST), Coupang (CPNG), Hims (HIMS) and maybe a few others if I have the time.
These earnings writeups are only for paid subscribers. Signup today and get access to my current portfolio, my daily activity, my daily notes/commentary and all of my research.