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Been researching an interesting business. Its YOY revenue growth looks like this -

Q1 '19 +199%
Q2 '19 +172%
Q3 '19 +159%
Q4 '19 +185%
Q1 '20 +152%
Q2 '20 +123%
I've invested in GrowGeneration $GRWG

Hyper-growth retailer, early innings, fragmented market, $16b TAM ('25), founders with 'skin in the game'.

Analysts expecting monster growth over next few years.
Excellent thread on $GRWG -

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More from @saxena_puru see all

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Puru Saxena
@saxena_puru
1) Portfolio summary - July-end

$ADYEY $AYX $BABA $CRWD $DAO $DDOG $DOCU $ETSY $LVGO $MELI $NCNO $OKTA $ROKU $SE $SHOP $SPCE $SQ $TWLO $VRM $ZM (no hedges)

Return since 1 Sept '16 -

Portfolio +333.84%
$ACWI +32.24%
$SPX +50.68%

Contd...
2) CAGR since inception (1 Sept 2016) -

Portfolio +45.41%
$ACWI +7.39%
$SPX +11.03%

YTD return -

Portfolio +212.21%
$ACWI (-)2.36%
$SPX +1.25%

Contd...
3) Commentary -

July was yet another very strong month for my portfolio and quite frankly, I am stunned!

Since the beginning of this year, my entire portfolio has appreciated by 212.21% and the run is showing no signs of stopping...
Read 12 tweets
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Puru Saxena
@saxena_puru
I've invested in Youdau - $DAO

Spin off from NetEase, triple digit revenue growth; NetEase is major shareholder and insiders own ~22% of o/s shares.
2) Analysts 5-year estimates - $DAO
3) Ownership breakdown - $DAO
Read 4 tweets
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Puru Saxena
@saxena_puru
1) Portfolio summary - June-end

$ADYEY $AYX $COUP $CRWD $DDOG $DOCU $ETSY $LVGO $MELI $NOW $OKTA $PINS $ROKU $SE $SHOP $SQ $TTD $TWLO $VRM $WORK 9923.HK

Return since 1 Sept '16 -

Portfolio +255.69%
$ACWI +24.48%
$SPX +42.81% ...
2) CAGR since inception (1 Sept 2016) -

Portfolio +39.28%
$ACWI +5.88%
$SPX +9.75%

YTD return -

Portfolio +155.75%
$ACWI (-)8.09
$SPX (-)4.04% ...
3) Commentary -

June was an incredible month for my portfolio and it surpassed all my expectations!

In fact, the entire first half of this year has been surreal - first, the epic March-crash which played out perfectly for my hedging strategy by putting cash in my pocket)...
Read 14 tweets

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