Sitemap - 2024 - Jonah’s Growth Stock Deep Dives

Reminder, new link to Jonah's investment portfolio spreadsheet for May 2024

New link for May 2024 to Jonah's investment portfolio spreadsheet

Quarterly earnings writeup for Meta (META)

Part 1: Deep dive on Oceaneering (OII)

Mini deep dive on Shift4 Payments (FOUR)

Part 2: Deep dive on Sweetgreen (SG)

New link for April 2024 to Jonah's investment portfolio and investment models

Part 1: Deep dive on Sweetgreen (SG)

Mini deep dive on NuBank (NU) aka Nu Holdings

Quarterly earnings writeup for On Running (ONON)

Part 2: Deep dive on AppLovin (APP)

Mini deep dive on Hims & Hers (HIMS)

Quarterly earnings writeup for Toast (TOST)

Part 1: Deep dive on AppLovin (APP)

Mini deep dive on Uber (UBER)

Important: New link for Jonah's investment portfolio spreadsheet for March 2024

Quarterly earnings writeup for Celsius (CELH)

Quarterly earnings writeup for Shift4 Payments (FOUR)

Quarterly earnings writeup for TransMedics (TMDX)

Quarterly earnings writeup for SoFi (SOFI)

Quarterly earnings writeup for MercadoLibre (MELI)

Quarterly earnings writeup for NuBank (NU)

Quarterly earnings writeup for Square/Block (SQ)

Part 2: Deep dive on AppFolio (APPF)

Quarterly earnings writeup for Nvidia (NVDA)

Quarterly earnings writeup for InMode (INMD)

Quarterly earnings writeup for Elf Beauty (ELF)

Quarterly earnings writeup for DraftKings (DKNG)

Part 1: Deep dive on AppFolio (APPF)

Quarterly earnings writeups for ASPN, META, SMCI and UBER

Mini deep dive on Tidewater (TDW)

New links for February

Mini deep dive on Coupang ($CPNG)

$SMCI earnings overview

Part 2: Deep dive on Navitas Semiconductor (NVTS)

Part 1: Deep dive on Navitas Semiconductor (NVTS)

14 deep dives

Deep dives on Chewy (CHWY), Axon (AXON), Pinterest (PINS), Expedia (EXPE) and Sea Ltd (SE)

Deep dive on Sea Ltd ($SE)

Deep dive on Expedia ($EXPE)

Deep dive on Pinterest ($PINS)

Deep dive on Axon ($AXON)

Deep dive on Chewy ($CHWY)

Deep dives on Spotify (SPOT), Arista Networks (ANET), Deckers (DECK), Unity (U) and Live Nation (LYV)

Deep dive on Live Nation ($LYV)

Deep dive on Unity ($U)

Deep dive on Deckers ($DECK)

Deep dive on Arista Networks ($ANET)

Deep dive on Spotify ($SPOT)

Deep dives on Super Micro (SMCI), Toast (TOST), Palantir (PLTR) and DraftKings (DKNG)

Deep dive on DraftKings ($DKNG)

Deep dive on Palantir ($PLTR)

Deep dive on Toast ($TOST)

Deep dive on Super Micro Computer ($SMCI)

15+ Large Cap Deep Dives getting uploaded this weekend

Mini deep dive on Celsius Holdings ($CELH)

Quick update on pricing for 2024

Mini deep dive on Aspen Aerogels ($ASPN)

Part 2: Deep dive on VTEX ($VTEX)