Sitemap - 2022 - Jonah’s Growth Stocks

Writeup on Datadog ($DDOG)

Earnings analysis -- UBER (UBER)

Writeup on Cloudflare (NET)

Writeup on $SWAV <> Shockwave Medical

Deep dive writeup: $ABNB

Writeup on $UBER

Writeup on $XPEL

FinTwit Conference recordings for the presentations and panels

Deep dive: $LNTH <> Lantheus Holdings

Deep dive: $STEM <> Stem

Deep dive writeup: $ASTS <> AST SpaceMobile

Deep dive writeup: $BGRY <> Berkshire Grey

Deep dive writeup: $CRWD <> CrowdStrike

FinTwit Conference: tickets and rooms

Interviews from last week: @MacroAlf + $KODK investment thesis

Deep dive writeup: $BRLT <> Brilliant Earth

Webcast recording for $KODK interview with Mike and Ben

Deep dive writeup: $SHOP <> Shopify

Interview with Mike B. about $KODK

Recording from interview with Alfonso Peccatiello (Alf)

Webcast today at 11am EST with guest Alfonso Peccatiello (Alf)

FinTwit Conference tickets -- prices increase at midnight

Deep dive writeup: $FOUR <> Shift4 Payments

Deep dive writeup: $CROX <> Crocs

Tickets for the FinTwit Conference will increase this Friday, get the early bird special prices for just $279/person.

Webcast recording from March 18th: $DLO and $DOCN

Webcast today at 1pm EST

Deep dive writeup: $FIGS <> FIGS

Webcast recording from 3/11, FinTwit Conference tickets, my next webcast on 3/18 and my upcoming interview with Alf Pecca on 4/6

Deep dive writeup: $MELI <> MercadoLibre

The next webcast, my Stocktwits room and the new Substack app

Deep dive writeup: $SMRT <> SmartRent

Webcast recording from March 2nd

Webcast today at 1pm EST for paid subscribers only

Deep dive writeup: $IS <> ironSource

Writeups and Webcasts

Deep dive writeup: $MTTR <> Matterport

Deep dive writeup: $INMD <> InMode

Deep dive writeup: $SI <> Silvergate Bank, Silvergate Capital

Deep dive writeup: $DOCN <> Digital Ocean

Deep dive writeup: $MU <> Micron Technology

Deep dive writeup: $BROS <> Dutch Bros

Substack plans for 2022

Deep dive writeup: $AFRM <> Affirm