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?

yes also

Which services are you subscribed to?

I'm subscribed to Blastoff, Rising Star, Cloud disruptors, 5G and Ownership Portfolio as well as 7investing and other premium services. A few of the stocks are repeats in different services, such as Fastly, MDB in your portfolio, which i interpret as extremely high conviction.

A little overkill as its very expensive but I'm generally very happy with the services. Saves me from all the constant monitoring as I just rely on these services.

If you have other services maybe we could trade information.

IBKR

Interesting ! I am a 7investing sub too. I started with Motley Fool 4 years ago, no regrets at all, should have signed up earlier!

Also Ark Invest is great source as well, best of all, it's free. I bought their ETF for my wife's portfolio.

Yes, I also look across several analysts services and compare to see if there are overlapping recommendations as an indicator of level of conviction on a particular stock.

I don't think it's an overkill.

I've spent more than RM20,000 on such services in the past years, well worth the $ and I make back far more than that in less than 6 months.

You want good service, you gotta pay for it man!

Would be good to meet up over coffee to compare notes!

Oh - u meant MF service right ?

I'm in Stock Advisor, Rule Breakers, Everlasting Portfolio, AI.

7investing is interesting because most, if not all their analyst were ex-MF people! Great service at the fraction of MF price.

I am still keeping all my MF subs.

Would be happy to compare notes.

Could probably start a private group chat on whatsapp or telegram for those who share the same philosophy. If anyone is interested just leave a note and I'll organise for those interested.

Totally agree on the services. IMO, David Gardner and Ophir from CML are the modern GOAT.

My portfolio is divided into growth and hyper growth. Growth are your usual suspects but some of my hyper growth (0.5% allocation) picks include Celsius, Farfetch, Draftkings. Lately I also added into Nano X as well as Ozon.

Highest conviction is Twilio, Pinterest, Fastly and The Trade Desk and make up about 30% of my portfolio.

I think a Telegram group will be better. Whatsapp has many limitations e.g. number of members.

Do PM me your group link!

I call my Hyper Growth portfolio "Moonshot", a bit risky type of play. It's less than 1% of main portfolio. We have the same usual suspects - like DKNG, XPEV, NNOX, FUBO .... but OZON is really wild.

Let's do the Telegram gang then!

Sure thing once we get some starter numbers let's do it.

AYX
PLTR
LMND
PD
BYND
CRWD

I'm interested to join the Telegram group too, do pm me !

Me too would like to join the Telegram if allowed to....Thanks.

Interested to join the telegram group as well. Could you PM me the link to join too? Thanks in advance!

Sent u guys a pm.

Not sure if you saw nnox presentation few days back. Looks like a winner.

It's on a dip today. Too bad can't load up as ibkr is down temporarily. Wanna bump up my allocation.

Hi, I am interested to join the telegram discussion as well Appreciate it if you can send me the link

Is it a good idea to post the telegram group link here?

PM please.

would love to join the group as well, can you please PM me

No love for etf like ark since they are focusing on growth?

Pm link plz.
Thanks

I found a stock discussion group on Telegram called LYN Stock Discussion.

I think we can use that - it has 800+ members now.

https://t.me/joinchat/M1jTbRMfPMmCiPPDcfGt6Q

Can pm me? Interested to join

nice discussion...thanks for sharing...

Any thoughts on the recent IPO? It seems like a lot of people think that both Doordash and Airbnb are growth stocks to be hold long term.

I’m a beginner guys, but would love to learn... if okay, I’d like to join your telegram group

pm link

Many say both are grossly over valued.

Let's wait for their first earnings report then decide ......

I’m interested in joining growth stock investment whatsapp or telegram. Pm link please.

I’m interested too. Pm link please.

Hi Bro, mine sharing what's the Avg. Win Rate and Avg Return of the stocks recommended by 7invest? Interested to subscribe one.

First of all you need to understand that these guys investment strategy is buy and hold long term, by that I mean 3 to 5 years.

If you are not prepared to hold for at least that long, 7investing is probably not for you.

As far as I can see, all their recommendations are making $, but also keep in mind we're in a bull market now.

You can sign up for US$17 a month, cheaper than signing up for Netflix.

What's there to lose right ?

They do track their investments and it's performing well so far.

It's only 17usd. Cheap as chips. The report quality is A +. If you want u can pm me I'll send u a sample report of Etsy by Austin Lieberman. Then u can decide if you want to subscribe.

Some info :

1. They make 7 recommendations each month. They started in March this year and I was one of the first to sign up.

2. So far a high % of what they recommend is in positive gains

3. There are some repeat recommendations in certain months but that’s they way of saying it’s a high conviction stock

4. The past 3-4 months they are gravitating towards biotech industry. It is said that biotechnology is the next SaaS.

5. As a customer I am very satisfied with the service. They put it in layman terms. No fancy jargons. The best part is that they not only tell u the upside, they also tell u the downside risks.

What a year it has been for Tesla.

On Monday 21 Dec 2020, TSLA will be added to the S&P 500 index.

This year alone, TSLA as grown a phenomenal 730%.

Long $TSLA!