I wanted to share a quick story from last night...

I was at the gym working out when one of the employees from @DunkinDonuts came in with two full boxes of donuts and left them on the front counter.
He's also a member at the gym and as he started working out I approached him and asked if the donuts were for anyone. He said yes.

As I grabbed a Boston Creme he came over and we started talking.
Since I'm in Dunkin Donuts everyday for my bagel bites... we always say hi to each other and he's always extremely nice and courteous.

He told me that every night Dunkin has to throw away the leftover donuts, muffins, etc.
Jonah: why doesn't Dunkin setup a program where those leftover products can be sent to a local homeless shelter

DD guy: Dunkin used to do this but then someone in a shelter sued Dunkin for something dumb and actually won a million dollars
Jonah: well, maybe it's better that people aren't living off donuts and muffins

DD guy: I used to live in a shelter and the food is horrible, I'd rather live on donuts and muffins
DD guy: I used to find better food going through the trash cans at the food court in the mall

Jonah: wait a minute, you used to eat of trash cans, are you serious?
DD guy: yes, I made some very bad decisions in my life, I was a bad alcoholic, unemployed and living on the streets

Jonah: how and when did you turn it around?
DD guy: 2 years ago me and my friend were wasted and we almost died in a car crash, I woke up covered in blood and it was the moment that I decided to get sober

DD guy: I've been sober for 2 years now and thankfully was able to get a job at Dunkin Donuts.
DD guy: I could probably stay home and collect unemployment like many of my friends are still doing but I'm just thankful to be working and putting my life back together
We then spent the next 20 minutes talking about stocks, crypto, sports, the pandemic, the vaccine and a bunch of other stuff.

I think I'm still in shock.
I see this guy every day at Dunkin and he's always smiling. Never in a million years would I have guessed he was homeless just a couple years ago and eating out of trash cans.

I think it's a good reminder to be nice to people because you never know what they've been through.

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More from @JonahLupton

3 May
Looking through my favorite growth stocks… the companies that are already profitable with the strongest fundamentals pulled back to their 50d moving averages $UPST $FUTU $CELH
…while the companies that are unprofitable with a longer term investment thesis have pulled back to their 200d moving averages
Overall, charts are starting to look more constructive but earnings season will be important to determine where we go from here.
Read 7 tweets
2 May
Today at 2pm EST I'll be participating in a @TwitterSpaces with 11 other people/investors.

Give them a follow:
@TheMarkCooke
@Matt_Cochrane7
@tpsojda
@jbs5
@KishinManglani
@alexkagin
@MaxTheComrade
@WOLF_Financial
@kingtutspacs
@FromValue
@aadhansen

I'll be talking $UPST
$UPST is one of my largest holdings and has been since December when I did my Substack writeup: jonahlupton.substack.com/p/upst-upstart

$UPST is up 167% YTD yet still 33% off the highs.
6 weeks ago $UPST reported Q4 numbers and shocked investors when they raised 2021 revenue guidance to $500+ million (probably conservative) due to an acceleration in their business and more bank partners.
ir.upstart.com/static-files/4…

This chart shows how $UPST ripped 3x in a week:
Read 14 tweets
29 Apr
Looks like $DMTK has added more details/information to their LuminateDNA.com website. I expect this product to launch in the second half of 2021.

LuminateDNA will help tens of millions of people around the world get a DNA skin analysis.
According to the recent $DMTK investor presentation the company believes Luminate could be their biggest product.
Just like their PLA/PLA+ products $DMTK is using their non-invasive genomics smart patch to remove skin cells...
Read 8 tweets
27 Apr
$DMTK (my second biggest position) is up 16% pre-market on reports that Cigna has offered positive support for $DMTK's PLA/PLA+ genomics patches for early melanoma detection

Cigna is one of the largest insurance companies in the world with 180+ million customers in 30 countries
This news about CIGNA was most likely made possible with two recent events which I already highlighted:

1) Launch of PLA+ investors.dermtech.com/news-releases/…

2) OptumInsight cost benefit study investors.dermtech.com/news-releases/…
Another thing to note is that UnitedHealth Group also uses OptumInsight for their data/studies so it's very possible we see $UNH provide support for $DMTK's PLA/PLA+ patches as well as their next two products: Luminate and Carcinome
Read 4 tweets
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
21 Apr
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…
Read 4 tweets

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