The Synopsis Interview. A Deep Dive on Growth Investing with "From Growth to Value"
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Dec 11, 2025 Kris, the insightful investor behind Potential Multibaggers, shares his strategic journey from growth to value investing. He discusses his approach to building a diverse portfolio of around 34 stocks, emphasizing the importance of a few standout winners. Delving into his analysis of Duolingo, Kris explains its strengths in engagement over content. He critiques DCFs for high-growth firms and reveals why long-term revenue growth is key to success. Kris also reflects on notable investments like Nvidia and Tesla, providing a unique perspective on the investing landscape.
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Personal Duolingo Habit And Chess Win
- Kris kept a 1,411-day Duolingo streak and used friend streaks for social nudges to maintain habit.
- He learned chess on Duolingo and played a real game after two months, showing effective engagement.
Measure Moat Beyond Feature Parity
- Evaluate moats by testing engagement, branding, social media, and distribution, not just product parity.
- Track dormant users since new content can reactivate them and drive resumed growth.
DFCs Mislead For High-Growth Firms
- DCFs and PE multiples lose usefulness in early, high-growth stages due to extreme sensitivity to inputs.
- Focus valuation on nearer-term realities and revenue growth rather than long-range cashflow forecasts.
