How to Pick the Right Company for Growth

We're looking for companies that have about $50 million in revenue or more and are still growing at 50% year over year, preferably closer to 100%. Our proprietary edge has to come from understanding not just that company, but the industry trajectory. The companies we get most excited about are the companies where we've spent not a few months, but a year or more, deeply understanding a shift that's going on in an industry. Where at some point it'll hopefully become obvious to everybody.

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