Thread by @studios

Muji @hhhypergrowth breaks down what is hypergrowth at #ftw2021.

During his presentation, you will find essentials about:

• Identifying hypergrowth
• The research process
• Investment thesis approach
• Next scalable industries

🔥 perspectives in the thread below.

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Muji shares the 3 areas of the focus of his in-depth research:

• Execution
• Market
• Platform

We share the link to his popular newsletter below.

The 20+ years experienced investor shares his investment thesis:

• The right industries
• The market leaders
• Scalable execution
• Scalable platforms

Get a primer below, for the full video, you will have to check @FintwitSummit recordings.

What means a hypergrowth company?

Muji shares some ideas about the "hurricane of success."

Expect more on his blog.

The prolific technologist recommends watching the following industries:

• Developing tooling
• Edge networks
• Zero trust
• SASE Networks
• Data & Analytics
• Fintech/eCommerce.

Muji can be followed at @hhhypergrowth

His excellent blog post that I can't recommend enough.

His deep-dives on SaaS companies are mindblowing.

Allocate at least one day to go and read the $NET, $DDOG, $ESTC, $MDB, $OKTA, $SNOW, $ZS, $ZM analysis. ⤵️

hhhypergrowth.com