Axon Earnings Q4 23

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1

Greetings all,

I’ve noticed AXON has become a favorite here. It’s now a 13-bagger in my own portfolio.

I just did a 12 minute breakdown of earnings, thought you might be interested (don’t have the energy to type it all out).

Watch to the end – to me this is still not ridiculously priced.

Brian
Long AXON

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2

Great coverage Brian. I watched on 1.25 speed and I was out of breadth at the end :smile:. AXON today is about 8% of my growth portfolio, about the same as ELF and ASML. I may trim ASML a bit, although it’s been a solid performer for me (CAGR of 36% in 3.5 years), and it’s benefiting a lot from the AI chip race.
I may have to draw money from somewhere else…

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3

Great summary, @TMFCheesehead! I especially like the Taser Revenue vs Other comparison. The future is now.

Thanks for sharing it with us at Saul’s.

Bear

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