Effective on Monday, May 13th at 10pm EST, the prices for this Substack (Growth Stock Deep Dives) will be going up for all new subscribers.
That means you have 3 more days to lock in your rates (for this year) at $36 per month or $360 per year. It’s possible the monthly rate will go up next year but the annual plan ($360/year) locks you in for at least 12 months.
The new prices will be $54 per month or $540 per year.
Included in the subscription is access to my investment portfolio spreadsheet with all current holdings plus swing trades and hedges, as well as my daily activity and notes/commentary (both in real time) and of course all my research which includes deep dives, mini deep dives and quarterly earnings writeups.
I hope you’ll consider becoming a paid subscriber.
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 all of my portfolio companies) plus access to my investment portfolio spreadsheet (up +131.8% YTD in 2024, up +134% in 2023 and up +2,368% since January 2020) with all positions, hedges and swing trades plus 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. I 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, stop losses and hedges to protect my portfolio in market downturns.
FOUR Q1 earnings report: https://d1io3yog0oux5.cloudfront.net/_adbdfaf2a08a08510878ebf2519102c1/shift4/db/3583/33764/pdf/Shift4+Shareholder+Letter+3.31.2024.pdf
FOUR Q1 earnings webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=g5lSlz6V
FOUR Q1 earnings webcast transcript: https://seekingalpha.com/article/4691497-shift4-payments-inc-four-q1-2024-earnings-call-transcript