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In this conversation we cover:

• “Looking for stocks that can double in 2-3 years”: superior businesses, non-cyclical with recurring revenue
• Interest in Founder/CEOs with strong histories of responsible capital allocation
• Emphasis on organic growth, acceleration in margins and/or revenue growth rates
• Profitability on some metric: EBITDA, FCF, or CFO
• Concentration: no more than 25-30 stocks
• Examples of names we like, where we think there is plenty of upside over the coming quarters/years:
  • ROKU: We think the ad platform is a category disruptor
  • TTD: Fits alongside our ROKU thesis that programmatic advertising is taking hold
  • ZM: Yet another category leader, one we think could become a top 10 company over the coming years.  Explosive growth
  • NFLX: A bit larger than the others, but we see steady upside.  A name better suited to conservative investors than the others.  Strong profitability in EBITDA terms.
  • TDOC: Yet another category definer with telemedicine visits growing exponentially (92% in Q1 2020)
  • SPLK: Data analysis so crucial in the enterprise setting.  We like that SPLK makes data analysis accessible to non-pros.  Very high margins.

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