I attempted to follow Saul’s strategy exactly when I began in early 2024, but rationally making sense of all the details manually recorded in my ring binder from dozens of conference calls and quarterly reports just was not possible with my skill set.
After stumbling mightily with my ring binder data in mid-2024, I launched a weekly updated ticker database with pertinent Saul hypergrowth metrics and added a few of my own. This database has now become the primary driver of all my hypergrowth entries and exits.
The database is populated with many of the tickers being discussed here and those identified in personal screens.
I will not go beyond a summary, because the use of spreadsheets falls outside the rules of this community. In summary, however, I have weighted the value of key ticker metrics and assigned personal targets for each. Each ticker is scored based on the sum of the values of the Ticker Metric Targets Achieved.
My strategy is dominated by quarterly revenue growth metrics, but I have included quite a number of value/risk metrics in the total ticker rating. Of the 175 tickers in my database, I typicaly hold 20 plus or minus, and there will only be 4 to 10 additional tickers each week meeting my minimum acceptable growth levels to be considered for entry.
I do not pare my list down, because some old friends suddenly reappear in my weekly data down load. A great recent example is AEHR this month. Also, the time involved in my data capture and analysis is no different with 10 or 200 tickers, since all the assessments occur automatically.
Entry selection begins with an examination of the ticker with the highest Ticker Metrics Achieved Rating first, I move down the list as rejections occur. The examination involves company communications, Seeking Alpha commentary and a review of significant risk categories.
Exits and/or trimming almost always begin with growth metric targets being missed for the next quarter on the latest weekly update, also very significant analyst 12 month price target reductions in the past month are a concern. The heavy use of both these metrics, and my concepts for cash allocation, is driving more trades than most here, typically 2 per week or so.
At 86, the massive drawdowns a pure Saul process generates are a concern, so I integrate some non-Saul risk categories more heavily than most here. I believe my concepts fall short of what the best here are achieving, but even with my mandated deviations the results are still personally satisfying.
A portion of my process I am uncomfortable mentioning. My cash position is heavily based on where the QQQ is in the Linear Regression Channel. As it moves to 75% LRC resistance, I begin going to additional cash, as it moves toward support I begin going to margin.
I am willing to summarize the basis of specific entry or exit criteria, but I will be based on my metric weightings, and probably not consistent with the rules.
I am indebted to Saul and all the members here, who are totally responsible for the best investment returns I have ever achieved in multiple decades of investing.
Respectfully submitted, Gray
2025 40.9% (down from a high of 65.8% in October)
2026 Jan. +.4%
Feb. (-2.3%)
Mar. (-13.6%)
Apr. +11.5% (new high for year at +14.9%)
April Portfolio Weighting
MU 8.5%
CASH 8.4%
NBIS 7.3%
CDE 6.9%
NVDA 6.2%
CLS 5.8%
IREN 5.4%
AVGO 5.0%
CORZ 4.8%
EVLV 4.5%
ELVA 4.4%
PANW 4.4%
KURA 4.2%
FLNC 3.5%
TARS 3.0%
NTSK 2.9%
CRWV 2.7%
CNVS 2.4%
LFMD 2.2%
NU 1.9%