Paid subscribers to Jonah’s Growth Stock Deep Dives receive 2-3 deep dives per month (8,000+ words), 1-2 mini deep dives per month (2,000+ words) and 15-20 quarterly earnings writeups plus access to my investment models and investment portfolio spreadsheet with real-time activity, notes/commentary, charts and much more.
My investment portfolio is up +158.9% in 2024, after being up +134.7% in 2023 and now up +2,650% since January 2020 when I got back into investing full-time.
My investment strategy is as follow… I own 15-20 high-quality growth stocks (core holdings) plus 10-20 swing trades, with the best fundamentals at the most reasonable valuations. 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. My objective is to maximize upside in good markets and minimize downside in bad markets which I accomplish by being very selective in what I own but also using technical analysis and hedges to protect my portfolio gains.
TMDX Q2 earnings report: https://investors.transmedics.com/news-releases/news-release-details/transmedics-reports-second-quarter-2024-financial-results
TMDX Q2 earnings webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=OHlb6ZkM