Jonah’s Growth Stocks $10 / month

Jonah’s Growth Stocks focuses on in-depth analyses of growth stocks with market caps between $1B and $20B, aiming for a 5x return over five years. Content includes bi-monthly deep dives, quarterly updates, and CEO interviews, mainly behind a paywall, highlighting companies' financial health, market potential, and risks.

Growth Stock Analysis Market Capitalization Financial Health and Projections Company Deep Dives CEO Interviews Investment Strategies Stock Market Volatility

The hottest Substack posts of Jonah’s Growth Stocks

And their main takeaways

Mini deep dive on Tidewater ($TDW)

0 implied HN points • 08 Feb 24

Tidewater shows significant revenue growth and profitability in the offshore drilling market.
Being the top OSV operator benefits Tidewater with rising demand and day rates.
Tidewater's expansion into the offshore wind sector offers strong growth opportunities.

Mini deep dive on Coupang ($CPNG)

0 implied HN points • 31 Jan 24

💼 Business E-commerce Fintech Advertising Profitability Acquisition

Coupang's one-day delivery network gives it a strong competitive advantage in South Korea.
Coupang is diversifying beyond e-commerce into fintech, food delivery, streaming, and advertising.
Coupang has achieved profitability on EBITDA and net income basis while generating significant free cash flow.

Part 1: Deep dive on Navitas Semiconductor (NVTS)

0 implied HN points • 25 Jan 24

💰 Finance Investment Analysis Stock Market Company Overview

Navitas Semiconductor (NVTS) IPOed in October 20, 2021 through a SPAC.
Current stock price for Navitas Semiconductor is $6.38 with a 52-week high of $11.16.
Analysts have an average price target for Navitas Semiconductor at $10.66, suggesting a 67% upside.

Deep dive on Deckers ($DECK)

0 implied HN points • 21 Jan 24

💰 Finance Stocks Investing Company analysis

Deckers ($DECK) offers detailed investment insights and analysis.
Paid subscribers receive comprehensive stock information and portfolio access.
Deep dives into company background, business model, risk factors, and more are included.

New links for February

0 implied HN points • 05 Feb 24

💰 Finance Investing

The post provides new links for February.
The content is only available for paid subscribers.
There is an apology for an email sent to the wrong list.

Get a weekly roundup of the best Substack posts, by hacker news affinity:

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

0 implied HN points • 21 Jan 24

💼 Business Stocks Investing

The deep dives cover stocks like Spotify, Arista Networks, Deckers, Unity, and Live Nation.
Access to the deep dives requires a paid subscription, which will soon increase in price.
Subscribers receive detailed insights and access to investment portfolios, models, and daily webcasts.

Mini deep dive on Aspen Aerogels ($ASPN)

0 implied HN points • 07 Jan 24

💰 Finance Investing Stocks Financial Analysis

Aspen Aerogels has a big opportunity in the EV and energy storage markets with their advanced aerogel technology
Growth in thermal barrier sales could bring in significant revenues and earnings for Aspen for many years
Aspen is expected to be EBITDA+ this year and GAAP profitable next year, trading at a low multiple of 9x 2025 EBITDA

Part 2: Deep dive writeup on Albemarle ($ALB)

0 implied HN points • 14 Feb 23

💰 Finance Investing

The post is about a deep dive on Albemarle ($ALB).
The author runs a Stocktwits room where they share investment insights.
The post is for paid subscribers only.

Deep dive writeup on Hims & Hers ($HIMS)

0 implied HN points • 21 Feb 23

💰 Finance Investing

The post discusses a deep dive on Hims & Hers ($HIMS)
The content is for paid subscribers only
You can subscribe to access the full post

Part 2: Deep dive writeup on Block ($SQ)

0 implied HN points • 06 Feb 23

Block (formerly Square) is a founder-led company with Jack Dorsey at the helm, focused on innovative leadership aligned with long-term stockholder interests.
Block emphasizes an inclusive financial system, with headquarters in San Francisco and a global presence, supporting a positive employee culture with high ratings.
In terms of financials, Block had $4.5 billion revenue in Q3 2022, alongside profitability challenges, including negative net cash/debt and risk factors like competition, slowing growth, and Bitcoin exposure.

Part 1: Deep dive writeup of Nubank ($NU)

0 implied HN points • 27 Feb 23

💰 Finance Investment Stocks Market Analysis Company analysis

Nubank (NU) stock information: IPO date, price, market cap, and more.
Access paid newsletters with detailed analysis on Nubank and other investment insights.
Consider subscribing for in-depth content on Nubank, investment models, and daily chart analyses.

Part 2: Deep dive writeup of Nubank ($NU)

0 implied HN points • 04 Mar 23

💰 Finance Stocks Investing Earnings Reports Company analysis Financial Performance

NU is a company with an IPO date of December 9, 2021, at $9.00 per share.
NU has a market cap of $23.1 billion with a 52-week high of $8.47 and a 52-week low of $3.26.
NU has positive net cash/debt of +$3.42 billion and an average analyst price target of $7.20, which is 45.7% higher than the current stock price.

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

0 implied HN points • 07 Mar 23

💰 Finance Investment Stocks Company analysis Financial Performance Market Analysis

On Running (ONON) has a strong growth potential with a positive market outlook.
The company's stock performance shows volatility, hitting highs and lows in the past year.
To access detailed information and insights about On Running, payment is required as some content is behind a paywall.

Deep dive on Chewy ($CHWY)

0 implied HN points • 22 Jan 24

💰 Finance Stock Market Investment Company analysis Financial Performance Market Data

Chewy ($CHWY) is a company worth looking into for investment.
Chewy's stock information includes IPO details, stock price, market cap, and more.
Paid subscribers can access detailed information and analysis on Chewy through Jonah's Growth Stock Deep Dives.

Deep dive on Live Nation ($LYV)

0 implied HN points • 21 Jan 24

💰 Finance Stock Market Investing Company analysis Financial Performance Earnings Report

Deep dive on Live Nation Entertainment (LYV) is available for paid subscribers
Live Nation went public in December 2005 at an IPO price of $10.85
Current stock price for Live Nation is $79.95, with analysts estimating an average price target of $108.76

Part 1: Deep dive writeup on Albemarle ($ALB)

0 implied HN points • 12 Feb 23

💰 Finance Investment Stocks Trading Earnings Valuation

Albemarle (ALB) is a company expected to show strong revenue and earnings growth due to the increasing demand for lithium from the EV industry.
ALB is considered undervalued, trading at a low multiple of earnings despite the positive growth projections.
Analysts are cautious about ALB's future performance, but if EV adoption remains strong, the stock could outperform.

Recent podcast episodes

0 implied HN points • 14 Mar 23

🎙 Podcasts Investing Interviews Finance

Jonah Lupton's Deep Dives will have ~50 deep dives in 2023
Jonah Lupton's Investing with the Whales podcast features interviews with various industry experts
Recent podcast episodes include discussions with individuals like Ron Insana and Jack Tacher

Part 1: Deep dive writeup on Tidewater ($TDW)

0 implied HN points • 15 Mar 23

💰 Finance Stocks Investment Companies Analysis Market

Tidewater is a company that came out of bankruptcy and has a fluctuating stock price.
There are various links provided for further information on the company's financials and operations.
The post includes an outline covering different aspects of Tidewater for paid subscribers only.

Part 1: Deep dive writeup #9 for 2023

0 implied HN points • 21 Mar 23

💼 Business Investing Stock Market Subscriptions Podcasts Financial Analysis

Deep dive writeups on various companies are available for paid subscribers.
By becoming a paid subscriber, you gain access to investment portfolios and exclusive content.
The content includes newsletters, podcasts, and Stocktwits room updates.

Part 2: Deep dive writeup #9 for 2023

0 implied HN points • 24 Mar 23

💰 Finance Investing Stocks Podcasts Subscriptions

The author conducted a deep dive on Coupang ($CPNG).
To access detailed company profiles, you need to be a paid subscriber.
There are multiple investment insights and resources available through the author's subscription services.

Part 2: Deep dive writeup on Tidewater ($TDW)

0 implied HN points • 16 Mar 23

💰 Finance Stocks Investing Earnings Market Analysis Company Overview

The stock Tidewater (TDW) has a market cap of $2.2 billion and 52-week high of $51.88.
The author runs a stocktwits room and shares details of their investment and trading portfolios.
The post provides in-depth analysis of Tidewater including information on competitive advantages, management, and financials.

Part 2: Deep dive on Navitas Semiconductor (NVTS)

0 implied HN points • 28 Jan 24

💰 Finance Investment Stocks Analysis Valuation Risks

Navitas Semiconductor (NVTS) went public through SPAC on October 20, 2021.
The company has a current stock price of $6.38 and a 52-week high of $11.16.
Analysts project a 67% upside with an average price target of $10.66 for Navitas.

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

0 implied HN points • 22 Jan 24

💰 Finance Investing Stocks Newsletter Business

The post offers deep dives on Chewy, Axon, Pinterest, Expedia, and Sea Ltd.
Paid subscribers receive detailed analysis on these companies from Jonah Lupton.
Becoming a paid subscriber grants access to the in-depth content on these companies and more.

Deep dive on Sea Ltd ($SE)

0 implied HN points • 22 Jan 24

💰 Finance Stock Analysis Investment Company Overview Earnings Report Valuation

Sea Ltd is a company with a dual-class structure and 64,000+ employees headquartered in Singapore.
The stock price of Sea Ltd has fluctuated between a low of $40.67 and a high of $93.70 over the past year.
Paid subscribers receive detailed information on Sea Ltd and other stocks through Growth Stock Deep Dives.

Deep dive on Expedia ($EXPE)

0 implied HN points • 22 Jan 24

💰 Finance Investment Stocks Market cap Company analysis Earnings

Expedia ($EXPE) overview including IPO details and financial metrics.
Access deep dives on growth stocks with paid subscription.
Company background, opportunity, and risks discussed for Expedia.

Deep dive on Arista Networks ($ANET)

0 implied HN points • 21 Jan 24

💰 Finance Stocks Investing Companies Analysis Market Performance

Jonah Lupton's Growth Stock Deep Dives subscription offers in-depth analysis and investment insights.
Arista Networks ($ANET) is a company with significant growth potential in the networking industry.
Investors can find more information through Arista Networks' Investor Relations resources.

Deep dive on Spotify ($SPOT)

0 implied HN points • 21 Jan 24

💰 Finance Stocks Investment Company analysis Earnings Reports Valuation

Jonah's Growth Stock Deep Dives offers detailed insights for paid subscribers on Spotify and other investment opportunities.
Spotify ($SPOT) had an IPO in April 2018 with varying stock prices and market performance.
Deep dive content on Spotify covers aspects like business model, competitive advantages, risks, and valuation, aimed at aiding investment decisions.

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

0 implied HN points • 20 Jan 24

💰 Finance Stocks Investing Subscriptions

Jonah Lupton provides deep dives on Super Micro, Toast, Palantir, and DraftKings.
Access to the deep dives requires a paid subscription to Growth Stock Deep Dives.
Paid subscribers get access to investment portfolios, models, and daily webcasts.

Deep dive on DraftKings ($DKNG)

0 implied HN points • 20 Jan 24

💰 Finance Stocks Investing Analysis Podcasts Earnings

Deep dive on DraftKings ($DKNG)
Paid subscribers get detailed investment insights and access to a portfolio
DraftKings company overview and investor resources provided

Deep dive on Toast ($TOST)

0 implied HN points • 20 Jan 24

💰 Finance Stocks Investing Earnings Valuation Business

Paid subscribers to Jonah's Growth Stock Deep Dives get detailed insights and access to investment portfolio updates.
Toast ($TOST) is a company based in Boston, Massachusetts, with details on its IPO, stock price, market cap, and more.
The post covers an outline with sections like Company Background, Opportunity, Competitive Advantages, Valuation, and more for paid subscribers.

$SMCI earnings overview

0 implied HN points • 30 Jan 24

💰 Finance Investing

Paid subscribers to Jonah's Growth Stock Deep Dives get detailed investment insights and access to investment portfolio.
Earnings analysis on the largest positions is available only for paid subscribers.
SMCI reported strong earnings, contributing to a significant year-to-date increase in stock value.

Quick update on pricing for 2024

0 implied HN points • 08 Jan 24

💼 Business Finance

The writer is giving a quick update on pricing for 2024.
Legacy subscribers have not seen a price increase in over 2 years.
The post is only accessible for paid subscribers.

14 deep dives

0 implied HN points • 24 Jan 24

💰 Finance Investing Stocks Newsletter Podcast Portfolio

The post shares 14 deep dives on various companies from March 2023 to December 2023.
The deep dives cover companies like Super Micro, Palantir, DraftKings, and more.
Paid subscribers gain access to investment portfolios, models, and webcasts related to the covered companies.

Deep dive on Pinterest ($PINS)

0 implied HN points • 22 Jan 24

💰 Finance Stock Market Investment Company analysis Earnings Report Valuation

Pinterest is a company with a stock ticker symbol of PINS.
Pinterest had an IPO price of $19.00 and currently has a stock price of $27.24.
The company has around 4,000 employees and a market cap of $18.624 billion.

Deep dive on Axon ($AXON)

0 implied HN points • 22 Jan 24

💰 Finance Stocks Investment Earnings Valuation Risks

Axon, formerly known as Taser, is a company worth paying attention to in the investment world.
Paid subscribers of Jonah's Growth Stock Deep Dives get in-depth analysis on stocks and access to investment portfolios.
Detailed information on Axon, such as stock performance, market cap, and financial reports, is available for those interested in investing.

Mini deep dive on Celsius Holdings ($CELH)

0 implied HN points • 16 Jan 24

💰 Finance Investment Stocks Company analysis Market Trends Valuation

CELH is a healthy energy drink company based in Boca Raton, FL.
CELSIUS has shown impressive growth rates and successful branding strategies.
Investment in CELH could offer significant potential returns but comes with risks and volatility.

Deep dive on Unity ($U)

0 implied HN points • 21 Jan 24

💰 Finance Investing Company analysis Market Data Earnings Reports

Unity Software (ticker symbol: U) had an IPO in September 2020 with an initial price of $52.
Current stock price for Unity is $36.32 with a market cap of $13.750 billion.
The post by Jonah Lupton provides detailed information on Unity's financials and investment outlook.

Deep dive on Palantir ($PLTR)

0 implied HN points • 20 Jan 24

💰 Finance Stock Analysis Investment strategy Market Data Company Overview Earnings Reports

Palantir ($PLTR) is a company with a solid financial standing and a detailed deep dive analysis available.
The stock has had fluctuations in its price and market performance.
Paid subscribers get access to in-depth insights on Palantir and other stocks through Jonah's Growth Stock Deep Dives.

Deep dive on Super Micro Computer ($SMCI)

0 implied HN points • 20 Jan 24

💰 Finance Stocks Investment Earnings Company analysis Valuation

Paid subscribers get deep dives on Super Micro Computer, among other content.
Super Micro Computer's stock details include IPO price, current price, and market cap.
The post provides links to resources like investor relations and earnings reports for Super Micro Computer.

12+ Large Cap Deep Dives getting uploaded this weekend

0 implied HN points • 19 Jan 24

💰 Finance Investing Stocks News

15+ Large Cap Deep Dives will be uploaded to Growth Stock Deep Dives this weekend.
Paid subscribers will have access to deep dives on companies like Spotify, Palantir, and Pinterest.
The newsletter is available at current prices until the end of January, then prices will increase.