Jonah Lupton
@JonahLupton
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CEO/CIO at @LuptonCapital and @FirstWaveFund — https://t.co/BgU67oTYtX and https://t.co/SQEowKnaPB
Boston | Miami | New York City
Joined April 2008
As some of you know, I shut down my Substack investment service a few weeks ago because I’m launching an investment advisor. If you’re an accredited or qualified investor and want more information please feel free to message me. With that being said, I’m no longer running any
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Big spot for $ZS, if those Feb 2024 highs don't hold you'll probably see some big stops get triggered
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$TMDX looks awesome the past few days... probably from the strong Q4 flight data, great fundamentals, compelling valuation and multiple catalysts on the horizon
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$AXON down -40% from the highs, strong fundamentals, less compelling valuation...
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$TTD down -72% from highs, now sitting on the 2022 lows, trading at 14x NTM EBITDA with EBITDA expected to grow at a 17% CAGR for the next 3-4 years.
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$NVO down -70% from highs, now in the middle of the trendlines from the 2016 lows through the 2018 lows and 2020 lows
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$WIX sitting on a trendline... down -63% from highs, trading at 12x NTM EBITDA, Base44 growing triple digits. $DUOL sitting on a trendline... down -69% from highs, trading at 19x NTM EBITDA with EBITDA expected to grow at a 28% CAGR for the next 2 years. $CELH down -43% in the
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$FOUR still looks interesting here, inside the channel from the 2022 lows...
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I'm also in $CWAN as of last week with the bounce off the channel from 2022 lows...
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Now at 3.2M likes… I’m assuming it must have 10-15M views.
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There’s a few clowns in the comments claiming that I didn’t add to my $CLPT premarket (when it was up 27-28%). $CLPT stock closed up 58% today so those were good adds. Here is the time stamp on my spreadsheet for all my subscribers to see in real time. Suck it!!!
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Very cool to see this $TMDX related video on TikTok with 2.7M likes and 17k comments. Many of the comments are from people who were saved by an organ transplant or know someone that was. https://t.co/9qNkx4zyAO
tiktok.com
Watch, follow, and discover more trending content.
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Congrats to the $CLPT shareholders. I increased my position the past couple days on stronger technicals (pushing through 200d) and then again this morning. When you see a stock pop 30-40% on a catalyst and you know there’s more catalysts on the horizon, you don’t sit back and
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$app 1/ Applovin CEO and CFO presented at the Goldman Sachs conference today, and the presentation is remarkable. I would encourage anyone who has a serious allocation to listen to it. Here are the quotes that really got me: 👇 more
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Waleed (CEO) and $TMDX presenting yesterday at the Baird Healthcare conference… https://t.co/yEe3AicesC Waleed says they’ll hit ~20,000 OCS cases by ~2030 and then ~30,000 OCS cases by ~2032 or soon after. Right now they are starting trials for OCS Gen2, he says they’ll have
investors.transmedics.com
The Investor Relations website contains information about TransMedics's business for stockholders, potential investors, and financial analysts.
Last thing I'll say about $TMDX this morning before heading to the airport. Now that we know 40% of OCS cases are happening via ground transport and approximately 20% of OCS cases happening via flight are happening on external planes ie charters... I think $TMDX will report
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Last thing I'll say about $TMDX this morning before heading to the airport. Now that we know 40% of OCS cases are happening via ground transport and approximately 20% of OCS cases happening via flight are happening on external planes ie charters... I think $TMDX will report
Waleed (CEO of $TMDX) also said that 40% of organ transplants are now happening with ground transportation which means the daily flight data is becoming more unreliable. $TMDX has been trending lower the past month because flight data has looked weaker but there's a good chance
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First time in my life that I added to a position after hours when it was already up 30% but that’s what I just did. $NBIS was already expected to grow revenues by 10x over the next 3-4 years and that was before this monster deal with $MSFT which will add $18B+ of revenues over
Congrats to $NBIS shareholders, stock is up 30% AH from announcing a multi-billion deal with $MSFT https://t.co/a05kGhYY1g After this news $NBIS is now my 6th largest position behind $APP $TMDX $ALAB $FOUR $RDDT Yes this was a very big day for me :)
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