$SOFI the AWS of Fintech 😜 Bears will say SBC is still a problem, duh

$GROV secured its path to profitability.

Grove $GROV, a leading sustainable consumer products company and certified B Corp™, today announced that it has entered into a new Loan and Security Agreement (the “Loan Agreement”) providing for a four-year $72.0 million term loan. The new funds will be used to refinance existing debt and to fund ongoing business operations as Grove continues to push to profitability. The term loan bears an annual interest at the greater of 15% or prime plus 7.5%, payable monthly.

Palantir - $PLTR Foundry's 3 Pillars: Turning Data into Competitive Advantage

A🧵 on foundry builds a competitive advantage for both #palantir and their customers. #Palantir is focused on delivering Exceptional Enterprise Software for businesses to run their daily operations, gain insights from their operations and develop a meaningful competitive advantage by harnessing the power of Data and execution.

Long $ASAN - a hypergrowth monster! With Best in class retention!

The market Cap of cybersecurity companies has increased 4 times in the last 5 years.

$PANW $FTNT $CRWD $ZS $OKTA $NET $SPLK Cybersecurity startup funding has increased 3 times in the last year.

$IOT - Samsara is an IoT monopoly with rapid innovation, product cadence, and customer feedback loops coupled with a strong strategy and moat making Samsara a truly exceptional business What does Samsara do and What are Samsara's Products?

Samsara has created the Connected Operations Cloud, which allows businesses that depend on physical operations to harness the Internet of Things (IoT) data to develop actionable business insights and improve their operations.

Looking back at 2021, here is a list of some of my best ideas I have written about $BLND $HIMS $SEMR $SMWB $EJFA $ZIP $PCOR $OLLI $JAMF $FROG $SQSP $OLO

Also, I own all of these, I share my portfolio here - moderngrowthinvesting.com/tag/portfolio/

Subscribe to moderngrowthinvesting.com $BLND - Fintech B2B Infrastructure provider providing an awesome experience for consumers and banks alike - moderngrowthinvesting.com/blend/

Looking into $CXM again thanks to @jiggycapital

1. Founder Led - Ragy owns 24% of the company, insider own 68%

2. SaaS business with accelerating growth(due to increased S&M spend)

3. Nearly Breakeven in FCF

4. TAM $51B Lets assume 10% of it, which is $5B for now @jiggycapital 5. Culture looks customer and employee friendly - sprinklr.com/blog/5-pillars…

$HIMS - Hims is a highly differentiated consumer healthcare brand that is vertically integrated, highly efficient, and creative in marketing, differentiated, and pioneering the pathway towards truly affordable and accessible healthcare.

Long thread, buckle up! What is Hims & Hers’s Mission?

Mission - Our mission is to make healthcare accessible, affordable, and convenient for everyone.

I love this simple mission from Hims, they want to provide affordable and convenient healthcare to everyone.

$EJFA - Pagaya Global, a differentiated AI underwriter and Asset Manager with hyper-growth and a long runway for growth, coming public via a SPAC merger.

Long thread, buckle up! What is Pagaya’s Mission?

Pagaya has the vision to empower its partners and customers to achieve better outcomes.

The mission is not that inspirational when framed this way, I believe it’s pretty simple and provides lots of opportunities for Pagaya to develop a lot of products

$SEMR - Semrush is a highly differentiated SaaS platform for online marketing, managing online brands, and actively innovate by spotting new trends and keeping ahead of the competition.

Long thread, buckle up! What is Semrush’s Mission?

Semrush's mission is to make online marketing better.

I got this from glassdoor.

I like the simple and powerful mission they have to help people succeed in online marketing.

It provides lots of room to develop a lot of products and services.

My Learnings and Takeaways from Rule Breaker Investing by David Gardner @DavidGFool. 6 Signs of a Rule Breaker Business,

Let's look at them one by one.

$SEMR - Semrush is a highly differentiated SaaS platform for online marketing, managing online brands, and actively innovate by spotting new trends and keeping ahead of the competition. Checkout my deep dive at
moderngrowthinvesting.substack.com/p/semrush-semr… Tagging and sharing with few folks on fintwit who might be interested
@AlphaBetaAnil
@ParrotStock
@jiggycapital
@SixSigmaCapital
@PelotonHolder
@InvestiAnalyst
@Invesquotes
@Investing_Lion
@TSOH_Investing
@StockMarketNerd
@wolfofharcourt
@dhaval_kotecha
@Mayhem4Markets

Want to learn what qualities you want to see in a founder/CEO when you are investing in a business?

Let's learn about some qualities identified by @iancassel @iddings_sean @IntelligentFan in their awesome books Intelligent fanatics Intelligent Fanatics are great leaders with a simple mission and vision for their business, avid learners, great teachers, have high insider ownership, long term view, try out new things and fail, delegate, and have the guts to stand up against tough times for long term success.