This is a new thread that focus on investing the growth companies in the US markets.

This is a discussion thread for sharing of investing ideas, philosophies, portfolio management, books, company information as well as evaluating companies.

WARNING : Information shared or discussed on this thread is NOT INVESTMENT ADVICE. You MUST do your own research before investing.


WHAT IS GROWTH STOCK INVESTING ?

According to The Motley Fool (fool.com) :

"Growth stocks are companies that increase their revenue and earnings faster than the average business in their industry or the market as a whole.

Often a growth company has developed an innovative product or service that is gaining share in existing markets, entering new markets, or even creating entirely new industries.

Businesses that can grow faster than average for long periods tend to be rewarded by the market, delivering handsome returns to shareholders in the process. And the faster they grow, the bigger the returns can be."

So Growth Stock investing is about holding the shares of companies that outperform the markets.

You can read the full article here :

https://www.fool.com/investing/stock-market.../growth-stocks/


Some examples of growth stocks include (from fool.com) :

Will follow this thread with great interest. Do share with us more of your current approach

I do allocate a percentage to growth portfolio. Also a fellow Fool and have a few premium services with them. Very expensive but honestly it's money well spent.

Been following the tech scene for a while now. Visiting forums, joining FB groups. I hold a fairly high conviction on a single thesis, the democratisation of work, entrepreneurship, media, finance etc. I mainly invest in companies that empowers the individuals and do it with a high GM and at scale. Also I just buy all of David Gardner's recommendations in blastoff. That guy is an absolute genius.

U mean motley fool?

anyone looking at NUTANIX ?

Bump this thread

Yeap. Been following since my uni days.

No love for AAPL?
One of my fav company. despite not using their phone.

Their podcast pretty interesting indeed

Thanks for sharing

I'm long NTNX. Price/Sales ratio about 4x at current price. Been beating earnings estimates in the last 4Q.

https://finance.yahoo.com/quote/NTNX/key-statistics?p=NTNX

This post has been edited by gc68: Dec 5 2020, 06:34 AM

AAPL's everywhere and it is one of the very FIRST mega techs that hit 1 trillion market cap.

Many say that it can't go higher but with it's recent new chip announcements and upcoming 5G, some argue that there is still a lot of upside.

I've held AAPL for more than 8 years now, just very happy with the recent stock split.

For me it is one of those buy and forget stocks ! Then u come back after a few years to see how it's done, its performance is steady and consistent - after all Warren Buffet did invest in it, it is still one of the only tech stocks Warren owns.

This post has been edited by gc68: Dec 5 2020, 06:39 AM

My current top 10 stocks that make up 65% of the portfolio :

TSLA
NVDA
SHOP
AMZN
MDB
ZM
SQ
TDOC
GOOG
FSLY


This post has been edited by gc68: Dec 5 2020, 12:28 PM

My Approach to Investing

1. Invest using $ that I will not need for the next 3 to 5 years, so that I am less likely to be emotionally affected by market fluctuations. I aim to sleep well at night.

2. Once I am convinced that a stock has long term potential, I will buy and hold for at least 2 to 5 years. I do not day trade – tried it a long time ago, doesn’t work for me

3. I own between 20 to 30 stocks that was built up over several years; I classify them into 3 categories :

a. Bottom 10 are at the start of growth phase (holding <1% of portfolio for each)

b. Mid 10 are well into growth phase (1 - 4% each)

c. Top 10 are usually the longest that I've held, between 3 to 7 years, they are usually the multi-baggers, these take up > 60% of the portfolio

4.Of course every now and then I would jettison some due to:

a. Better opportunities/redeploy proceeds to better ones

b. Mergers/takeovers e.g. LVGO and WORK are 2 recent examples

c. Not performing for a period of time

5. Keep reading up and get to know what business your are investing in. I will try to do some research but I largely supplement it with analyst reports - Currently subscribed to themotleyfool and 7investing.com

6. Continuously look for potential multi-baggers in early growth stages and start investing in them.

7. At the same time let the winners run, while keep on adding more winners to build a solid portfolio over time. Don't believe in "taking profits" or "stop loss". I identify great companies and hold for the long term.

8. Started researching in 2010 and did not put in serious money until 2011-12 and picked up a total of three 10 baggers - TSLA, AMZN SHOP, hopefully more to come. NVDA is at 750%.

9. I keep a journal of my investments and updated it every day. I record daily up and downs for the portfolio and record my feelings. Whenever there is a big market draw down, I will refer to the history as a reality check - usually it is not as bad as those that happened before.

10. Overall, I am more concerned about the total portfolio rather than individual stocks

This post has been edited by gc68: Dec 5 2020, 08:45 AM

So what about you guys ?

What’s your investing approach ? There is always more than 1 correct answer to life. Love to hear what else works !

What are your top holdings ?

How has 2020 been for you ?

Would like to hear your opinion on Palantir@PLTR, which is data solution company.
After listing in Sept, the price went up very fast.
Do you foresee it as next Google or Microsoft?
I am aware majority of the contracts are government based instead of private ones but would be profitable in long run basis? Thanks

My understanding is that PLTR is not an B to C type of business like MSFT or GOOG or AAPL. So the ability to scale to MSFT or AAPL customer base maybe limited, assuming PLTR continue with the current business / operating model. The only big B to B software players I can think of are ORCL, CRM, NOW and SAP, while not small, their mkt cap range between $100-260B but I doubt they will hit a trillion dollar market cap like AAPL GOOG or MSFT.

Also PLTR is moving into commercial space with customers like Airbus. So they are expanding into diff markets. But price movements can be due to many factors eg share float, supply/demand, for new IPOs there are lockout periods as well.

My 2 cents. I can be wrong.

This post has been edited by gc68: Dec 5 2020, 11:18 PM

In my humble opinion, The future is Renewable energy & Semiconductors

Some exp:

$DQ
$ENPH
$ACLS
$OIIM
$ON

and the ETF $XSD

This post has been edited by MBCH: Dec 6 2020, 01:29 PM

Don’t forget SolarEdge as well. It had a great run this year.

when it hit 1 trillion dollar in 2018, they say they are already at their cap, can't go further, but who knows, 2 years later, they hit 2 trillion dollar~~~!!!!!!!

May I know what platform do you use to acquire those US stocks?