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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Buy Growth Early, Hold For Decades
- Kris buys young growth companies early and holds them until they become value-like businesses.
- He believes a few big winners outweigh many losers in a concentrated, long-hold portfolio.
Accept Low Hit Rates And Track Quality
- Expect many misses and aim for a hit rate around 3–5 winners per 10 high-growth picks.
- Follow holdings quarterly with quality and valuation scores and accumulate when you have an edge.
Buy When You Out-Argue The Bears
- Kris adds to positions when he feels he knows a stock better than the market's bearish case.
- He finds only a few clear buying opportunities each year where that edge exists.
