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Investing in Growth Stocks.
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Timestamps:
Introduction: (0:00)
Meme Review: (1:22)
How to properly value growth stocks: (06:06)
SEA Ltd – How to value cash-burning companies: (11:37)
How to do DD on growth companies: (14:49)
Outlook for growth companies in 2022: (18:36)
Should I still buy growth stocks in 2022: (21:36)
What was your biggest mistake?: (23:40)
Value vs Growth: (27:00)
Uncertainty in Growth Investing: (30:00)
How do I learn more about growth investing: (35:15)
How do you sense B.S in earnings call: (38:50)
How do you allocate your growth portfolio: (41:24)
Concluding Thoughts: (45:00)
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