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
Great coverage Brian. I watched on 1.25 speed and I was out of breadth at the end 
. 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…
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