Hey guys! This week we had a a conversation with Muji @hhhypergrowth, he is the savant of all things hyper-growth investing. We discussed Muji’s 5 most important rules on hyper growth, finding the right industries and how to determine what is good industry or a bad industry and the we are going to round up the discussion with investing without moats and a small little riff about being comfortable without knowing the full details of a technology in order to invest.
- [0:00] Introduction: Who is Muji?
- [3:30] Muji’s investing journey: Netflix
- [10:00] Enterprise SaaS Companies vs Consumer Facing SaaS Companies
- [16:00] Top Line Growth
- [26:00] Signs of Operating Leverage
- [50:00] Is it Important to Understand the Technology?
- [60:00] How to Understand the Software Development Industry?
- [1:07:00] Valuations
- [1:20:00] Closing Questions and More from Muji
If you liked what you heard, please give Muji a follow on Twitter and check out his website.
Also, a big thanks to the following sponsors for making the podcast a reality!
Quartr
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Mitimco
This episode is brought to you by MIT Investment Management Company -- also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests with a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. In order to help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers.
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TIKR
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