Sustainable Growth
@fintegrate
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Investor seeking ‘ten baggers’ or better. 20%+ 10YR CAGR. $PME 40X $MELI 30X $WTC 25X $MA 10X $NVDA 10X $TTD 10X $TEAM 10X $CELH 10X $HIMS 10X
Joined December 2012
I’ve been lucky enough to have 7 10 baggers, or 7 stocks up 10x. These are ProMedicus, Wisetech, Mercadolibre, Nvidia, Celsius, Mastercard and TradeDesk. Just 1 can change your life. Here’s what I learned from each. $PME $WTC $MELI $NVDA $CELH $MA $TTD 🧵
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$axon is one s/w company extremely well protected from AI disruption. Have been happily loading up this one recently. Adds paused for now at $650.
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A bipolar market means I haven’t been able to trim positions that are really running like $RKLB which look very pricey. But negative momentum keeps pulling back others $meta $msft $now etc As a result I’ll keep pressing $asml $rklb etc.
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Yowza…. Index is hiding the fact that tons of stocks getting absolutely rekt beneath the surface…
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$CVNA One of those that still haunts me. Modest sized bet on the equity at ~$20. Disposed most between $60 and $180. Made out well on some cheap call options at $15, just never had the patience or confidence to hold the stock through to $450 now!
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Just realized $DLO has been stuck in a sub $20 range for 3 years now. Crazy how long fundamentally good businesses can be stuck in a wasteland if the market narrative doesn’t fit.
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Most things you look at should fall in the too hard bucket. If they don’t you’re not being selective enough.
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Doing absolutely nothing with my $MA position today. Just like the last 13 yrs. Kinda boring, I guess 🥱
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$shop Big if true….. Love this biz…. Agentic commerce winner…
brb looking at all my Agentic Storefronts in the admin: ☑️ Google AI Mode and Gemini ☑️ Microsoft Copilot ☑️ ChatGPT Instant Checkout
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$SE back into my top 10 at $FICO expense. I didn’t expect that to happen within the 1st full trading week of 26! Added meaningfully to SE on the pullback at the end of ‘25. Good chance it tops $200 this year,
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10 yrs ago, I shared a stage with $PLTR Joe Lonsdale at a VC event. Palantir was still earlyish. It still had a custom consulting model. Some of that early info negatively influenced me- my loss Joe shared he looked at tech which created workflow moats. PLTR succeeded bigly here.
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$asml 2 bagged. Did not have that on the cards when I bought last April. Sentiment change here is crazy. I took a little off at $1k. Keeping the rest. Not the market to sell things in momentum to move to those that lack in. Has been Punishing to do that.
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I’ve held $DRO Droneshield from $1 up to $6 back down to $2 and back up to $4. All within a bit over 1 year. Market totally bamboozled with this one. Has nearly caught my $TTD position.
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$axon Pretty pleased with how this one is playing out. Done with my accumulation unless we <$500 . Will check back in a few years and see how we did.
$AXON Anyone know anything? I have 2xd my cost base and nearly 3xd the position size <$550. Normally hate doing that, but I think this is one I think I’ll be happy about in 2-3 years time. Not saying recent volatility is over :)
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Nothing better than when you exit a struggling investment and flip that into something that performs well. I flipped most of my $CSL at nearly $275 last year into $VTI at the same time. CSL then declined nearly 40% since while VTI rose 8%. Loss avoided, gain booked!
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$ISRG Amazing. Completed a remarkable recovery back to $600 in less than 3 months. Up 40% in this time. One of these markets where if you blink you miss it.
$ISRG was tough to buy. Up there at ~45x. But the growth profile, entry barriers and switching costs are just so good that this biz is elite and I made room. I settled on $430s to buy as the tariff lows. Coz if u can’t buy at levels of mass panic and deleveraging when will u?
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In the hustle of building wealth important not to lose sight of just living life and the day to day. I’ve tried to structure my life now that even an extra $5M or $10M would change little. Want to leave with no regrets whenever that happens.
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Wow… sentiment shifts in $SE and $MELI to kick off the year nothing short of astonishing…
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I rarely invest in early stage stuff. It’s fraught with challenges, risk. In 2023 I made an VC investment in a niche alco-bev biz. That has now been acquired. Still, that investment return has pailed in comparison to what $NVDA made me in that time. Will post my experiences soon
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$MELI Wow… so US action in LATAM was what it finally took?
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$NVDA was always very well placed to be the plumbing underlying robotics. Acquisition of Groq has made this a near certainty. I think this acquisition will be viewed as one of the best in years to come.
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