Interview. A Deep Dive on Growth Investing with "From Growth to Value"
The Synopsis · Speedwell Research, LLC
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Show Notes
In this fascinating interview with Kris, also known as From Growth to Value, we talk in-depth about growth investing and his investing style, as well as several of his investments. You can read his thoughts on various stocks at Potential Multibaggers.
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Show Notes
(0:00) — New Finance Newsletter
(1:24) — Kris's Investment Style
(4:32) — Portfolio Construction
(13:46) — Case Study: Duolingo
(31:18) — Investing Growth Assumptions
(46:29) — DCFs, Valuation, and Growth Investing
(1:01:13) — Tesla, Nvidia
(1:15:22) — Conclusion
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/