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Jonah Lupton Profile picture
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21 Apr, 4 tweets, 3 min read
The last month has been very tough for small cap growth investors but I'm not hiding or going away. This is how we get better.

Tomorrow at 11am EST I'll be interviewing Justin Schreiber, CEO of @LifeMD (ticker: $LFMD)

Register to watch: zoom.us/webinar/regist…
Tomorrow at 11:45am EST I'll be doing a @TwitterSpaces with @WOLF_Financial

You can submit your questions at: docs.google.com/forms/d/e/1FAI…
Tomorrow at 1pm EST I'll be a guest on the @Estimize broadcast hosted by @Mamoon89

You can register at: eventbrite.co.uk/e/investing-in…
Correction: this last event will be hosted by @finimize

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More from @JonahLupton

Jonah Lupton Profile picture
22 Apr
Yesterday I spoke for 55 minutes on @TwitterSpaces hosted by @WOLF_Financial about the markets, my favorite stocks, short selling and a bunch of other stuff.

You can listen here:
Here's my recent interview with @PaulAndreola from @smallcapdisc

You can watch here:
My recent interview with the CEO of @WeAreEnthusiast

My recent interview with the CEO of @driveshift

My recent interview with the CEO of @LifeMD
Read 4 tweets
Jonah Lupton Profile picture
19 Apr
I have no idea why $DMTK is down 14% today -- makes no sense. There is no news.

Volume is not that heavy and short interest is up to 25% so the bears/shorts are clearly running the show.
$DMTK is still one of my highest conviction stocks for the next 3-5 years. Adoption with dermatologists will be slow, just like it is for most new technologies but eventually $DMTK will be the standard of care. Dermatologists will use the patch before they use the scalpel.
I still believe $DMTK has enormous upside over the next 5+ years.

Don't forget that PLA is just their first product, they have more genomics smart patches coming to market later this year and next year that should be 10x bigger than the PLA product for melanoma detection.
Read 9 tweets
Jonah Lupton Profile picture
13 Apr
These are tough days for growth investors but also why it's important to keep some perspective.

If you're a long term investor don't let a few days/weeks derail you from your investment strategy.

You'll never achieve big returns if you can't handle some pullbacks along the way.
Whenever my growth stocks pullback I tend to get more concentrated in my favorite positions where I have the most conviction. This doesn't always pay off but it's what works for me.

It's important for every investor to figure out how you want to manage through volatility.
Generally speaking, I think most investors are better off not micromanaging their portfolio or timing the markets because none of us are smart enough to do it well on a consistent basis.
Read 6 tweets
Jonah Lupton Profile picture
12 Apr
I wanted to share something about @CelsiusOfficial ($CELH) that I learned a couple days ago when talking to a beverage industry expert.

I've been explaining over the past month that $CELH is transitioning from DTR (direct to retailer) to DSD (direct story delivery).
On the last earnings call the CEO of $CELH shared that they now have agreements with 150+ regional DSD partners. I've been wondering how they got to such a large number so quickly and I finally found out why.
Last year when $PEP acquired Rockstar for $3.8 billion they did so because they were locked up in an exclusive distribution agreement and it was the only way out. Rockstar is a dying brand but $PEP wanted some optionality.
Read 6 tweets
Jonah Lupton Profile picture
7 Apr
Just wrapped up calls with one of the $INTZ analysts as well as Investor Relations -- I'm still very bullish on $INTZ.

$INTZ is a $450M company with 2022 revenue estimates of $55-65M which means 150% top line growth with 70% gross margins.

Intro video:
$INTZ has done DoD work for 30+ years ($8-10 million per year) but now they are taking all of that data & expertise to launch an enterprise product called Shield.

They are already closing deals with Fortune 500 companies: globenewswire.com/fr/news-releas…
They also have 22+ resellers that are selling their product (typically companies with under 100 employees)...
Read 4 tweets
Jonah Lupton Profile picture
7 Apr
Congrats to $TMDX for receiving the approval vote from the FDA panel hearing on OCS Heart 🚀
prnewswire.com/news-releases/…
Even though yesterday was a big day for $TMDX shareholders the bigger catalyst is still coming when $TMDX gets approval for DCD (donation after circulatory death) who.int/servicedeliver…

We also have OCS Liver approval on the horizon.
Because of all these catalysts Jason Mills from Canaccord Genuity raised his price target last month to $79 (more than 100% upside from current prices) streetinsider.com/Analyst+Commen…
Read 7 tweets

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