I am including all the usual suspects even though they haven’t been around the full 5 years - so, their data is from their birth date using their Chinese Zodiac Animal. Now…a great many of you may - or may not, understand the intricate significance of the Chinese Zodiac in assessing a companies fortunes; however, just like everyday naturally occurring Karma (which is almost invariably, but not always, exactly like stretching a rubber band that pops right back to its original size once you let it go).
Back in our glory days we used to fashion crude wooden rifles out of used lumber and then cut loops of rubber from discarded inner tubes. You put a nail in the forepart of the wooden gun and then stretch the inner tube loop over it from its opening position at the tip of the wooden gun stock. Doesn’t sound like that much but from 8-10 feet - if you had constructed it correctly - it would leave a nice red mark for a few minutes. Glory days and I suppose we were war mongers of a sort. I had two older cousins that were pretty good at making the rubber guns and they let me have it often and I would have right smart feeling red welts aplenty after a game of war - at least for a few minutes. One day I waited semi patiently until Tommy was taking a shower, opened the shower curtain and popped him a good one right on his rear end. Much better than the traditional and much more convenient towel pop. REVENGE never felt as sweet. Course a little later he chased me down and gave me a good pounding - but, thereafter he always kept and eye on me when we were playing war games.
Anyway, I saw a joke a while back that reminds me of our search for the latest and greatest High Growth companies. It goes something like this:
Two old guys pushing carts in a grocery store happen to run into each other.
1st Old Guy: So sorry, I wasn’t paying attention because I was looking for my wife.
2nd Old Guy: Me too - please accept my apology - I was looking for my wife also.
1st Old Guy: What does your wife look like?
2nd Old Guy: Well - she is a former runway model, 27 years old, well built with long blonde hair. She’s wearing a white mini skirt with a matching halter top. What does your wife look like?
1st Old Guy: Doesn’t matter - let’s go look for yours!
Now that scenario reminds me of high growth investors - we look for the top growth stocks, over scrutinize and meticulously dissect every major flaw, minor flaw and potential major and minor flaws in an Earnings Report. To the point that the plane doesn’t actually have to be on fire with the wings falling off before we bail out and are on to what we think are greener pastures. And I freely admit that this may be more my investing persona and not perhaps the bulk of the smart kids high growth investing cohort.
Anyway… here are the YTD - 1YR - 5YR performance results for some of the more popular companies:
Note: In cases whereby a company has not been public for a full five years - I simply use their performance record to date:
A) Core Comparison Group:
These companies have an incredible amount of public awareness.
publicity and man, many investors.
META…YTD… +70.67%…1Yr…+13.20%…5Yr…+33.3%
APPL… YTD… +31.94%…1Yr… -1.00%…5Yr… .+305%
AMZN:…+24.63…-27.87… +46.51%
GOOG:… +18.07…-15.23…+107.6%
NFLX…+11.20…+50.30…+6.8%
NVDA…+89.44…-34.37…+390.4%
B) Recently Popular High Growth Group:
Simply a listing of a few High Growth Favorites from the last year or so.
CRWD…YTD +28.05%…1YR…-36.98%…5Yr +128.0%
BILL… -27.32…-55.46…+123.0%
DDOG… -6.67… -44.77…+79.1%
SNOW… +7.15… -17.10… -39.5%
NET…+45.00…-36.24…+248.0%
C). Food For Thought Group:
- ENPH…YTD… -11.72%…1Yr… +42.83…5Yr… 4,913.7%
A guy named Roberts on SA has been telling all of us about ENPH for years along with an investor that posted about the company on The Mongoose Chronicles. Those that listened have generational returns.
Current Price: 223.61
52 Wk Range: 128.67 - 339.92
Market Cap: $30.6B
Valuation: EV/Sales FWD 9.55
Last 4 QTRS Rev Grow (Latest First):
75.58%
80.56
67.75
46.24
Most Recent ER Press Release & CC Transcript:
ENPH is playing Solar/Renewable Energy 5 Card Stud with Jokers Wild and they have an Aces over Jokers hand. A true Unicorn Rule Making Rule Breaker.
Recent Scouting Reports:
…
- Perion Networks YTD…+52.91…1Yr…+69.82…5Yr…+1652.27%
PERI
Look at that 5Yr return number again…and again. Where’d that come from? Dunno - maybe its a typo or something.
Current Price: 38.38
52 Wk Range: 16.41 - 42.75
Market Cap: 1.79B
Valuation: EV/Sales FWD 1.88
Last 4 QTRS Revenue Growth (Latest First):
32.72%
31.06
33.72
39.52
Most Recent ER Press Release and CC Transcript:
Recent Scouting Reports:
1652% 5 Year performance can’t be right. Must be a glitch somewhere…right?
…
- Impinj…YTD…+26.96…1Yr…195.84…5Yr…+1000.55
PI
The folks at Rule Breaker made PI a rec ages ago. Have no idea if it is still on the rec list or not - but if so - hats off to those guys. Took a while but PI is killing it now. Can it continue? How in the world would I know. The hook has its RFID (?) Cloud Connectivity stuff linked to AI which makes it all that much more sexy.
Current Price: 139.99
52 Wk Range: 39.74 - 144.90
Market Cap: 3.66B.
Valuation: EVS/Sales FWD 10.23
Last 4 QTRS Revenue Growth (Latest First):
45.68%
51.06
26.50
17.45
Most Recent ER Press Release and CC Transcript:
Recent Scouting Reports:
Why consider PI? Well - because a donkey has never won the Kentucky Derby - thats why. A donkey did gets its own statue in a town in Colorado - but thats another story.
…
- The Trade Desk. YTD…+41.28%…1Yr…-2.02%…5Yr…1,084.57%
TTD
Current Price: 62.19
52 Wk Range: 39.00 - 76.75
Market Cap: 30.35B
Valuation: EVS/Sales FWD 16.12
Ok…ok so TTD is a little pricey just now…just a little, you know…pricey. Do you think that would stop the Great David Gardner (sp?) - why no it wouldn’t. He would double down or just buy more - or something like that. Or maybe not - Where have you gone David Gardner a sad subscription service turns its greedy little eyeshot you. Or something like that.
Last 4 QTRS ER Revenue Growth (latest First):
24.05%
31.11
34.65
43.45
Most Recent ER Press Release and CC Transcript:
Recent Scouting Reports:
Torn between keeping TTD as a STARTER or would it be a better Bench Player. I’ll have to figure it out.
…
Now go back and take a look at those 5YR results for the groups listed. At the worst it provides perhaps some meaningful perspective. But what do I know - I’m just a poor bumbling amateur investor.
All the Best,
