Jonah’s Growth Stock Deep Dives

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Part 1: Deep dive on VTEX ($VTEX)

Mini deep dive for On Running ($ONON)

Year end giveaway from Celsius, TrendSpider, Tikr and Lupton Capital

Part 2: Deep dive on Toast ($TOST)

Part 1: Deep dive on Toast ($TOST)

Mini deep dive on Super Micro Computer ($SMCI)

Mini deep dive on TransMedics ($TMDX)

Quick thoughts on Lantheus ($LNTH)

Rover ($ROVR) being acquired by Blackstone for $11.00/share

Part 1: Deep dive on Rover ($ROVR)

Deep dive on Arista Networks ($ANET) plus some housekeeping

Part 2: Deep dive on Sprinklr ($CXM)

Part 1: Deep dive on Sprinklr ($CXM)

Part 1: Deep dive on Live Nation ($LYV)

Part 2: Deep dive on Fastly ($FSLY)

Part 1: Deep dive on Fastly ($FSLY)

New links for daily webcast and investment portfolio

Part 2: Deep dive on Elf Beauty ($ELF)

Part 1: Deep dive on Elf Beauty ($ELF)

Deep dive on AXON ($AXON)

67% discount for TrendSpider elite package

Part 2: Deep dive on TransMedics ($TMDX)

Part 1: Deep dive on TransMedics ($TMDX)

Deep dive on Chewy ($CHWY) for paid subs only

Deep dive on Oddity ($ODD)

Shared large cap deep dive on DraftKings (DKNG)

New link to investment portfolio spreadsheet

Part 2: Deep dive on Indie Semiconductor ($INDI)

Part 1: Deep dive on Indie Semiconductor ($INDI)

Part 2: Deep dive on Staar Surgical ($STAA)

Part 1: Deep dive on Staar Surgical ($STAA)

Part 2: Deep dive on Aspen Aerogels ($ASPN)

Part 1: Deep dive on Aspen Aerogels ($ASPN)

Part 2: Deep dive on Evolus ($EOLS)

Part 1: Deep dive on Evolus ($EOLS)

New links for investment portfolio and daily webcasts

My recent large cap deep dives: Unity, Palantir, Expedia, Spotify

Part 2: Deep dive on Target Hospitality ($TH)

Part 1: Deep dive on Target Hospitality ($TH)

Part 2: Deep dive on Remitly ($RELY)

Part 1: Deep dive on Remitly ($RELY)

Part 2: Deep dive on Definitive Healthcare ($DH)

Part 1: Deep dive on Definitive Healthcare ($DH)

First "large cap" deep dive writeup for my new Substack

Part 2: Deep dive on Confluent ($CFLT)

Part 1: Deep dive on Confluent ($CFLT)

Launching a new Substack focused on large cap companies

Part 2: Deep dive on Fluence Energy ($FLNC)

Part 1: Deep dive on Fluence Energy ($FLNC)

Part 2: Deep dive on Match Group ($MTCH)

Part 1: Deep dive on Match Group ($MTCH)

Part 2: Deep dive on Coupang ($CPNG)

Part 1: Deep dive on Coupang ($CPNG)

Part 2: Deep dive on Tidewater ($TDW)

Part 1: Deep dive on Tidewater ($TDW)

Recent podcast episodes

Part 2: Deep dive on On Running ($ONON)

Part 1: Deep dive writeup on On Running ($ONON)

Part 1: Deep dive for On Running ($ONON)

Part 2: Deep dive of Nubank ($NU)

Part 1: Deep dive on Nubank ($NU)

Deep dive on Hims & Hers ($HIMS)

Part 2: Deep dive on Albemarle ($ALB)

Part 1: Deep dive on Albemarle ($ALB)

Part 2: Deep dive on Block ($SQ)

Part 1: Deep dive on Block ($SQ)

Part 2: Deep dive on Schrodinger ($SDGR)

Part 1: Deep dive on Schrodinger ($SDGR)

Part 2: Trading charts for January 9th

Part 2: Deep dive on Mobileye ($MBLY)

Official launch of Jonah's Trading Charts

Part 1: Deep dive on Mobileye ($MBLY)

Quick updates & housekeeping

© 2024 Jonah Lupton, Lupton Capital
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