Hyper-growth stocks (Puru Saxena) - Investing Wizards Ep 14
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 Published On Jan 25, 2021

Puru Saxena is a former commodities trader and hedge fund manager who frequently shares his investment ideas and thoughts on Twitter. He focuses on stocks with rapid earnings growth and a large TAM (total addressable market). In this discussion, we cover a wide array of topics including the Fed's impact on cycles, hedging strategies and his portfolio holdings.

Overview and background
Why he's on Twitter (0:00​ - 07:07​)
Background and investment style which combines conviction with market action (07:08 - 13:30)

Using Koyfin, we discuss:
Impact of Fed and rates on the equity market (13:31​ - 21:40​)
Hedging strategy using moving averages (21:40​ - 30:49​)
Puru's portfolio (30:50​ - 33:31​)
Stock's price tracks fundamentals over time $SHOP $SBUX $PG (33:32​ - 39:55​)
Expected growth and valuation of Puru's portfolio (39:56 - 46:22​)
$FUBO bull thesis and short interest (46:22 - 49:35)
Previous investments that didn't work out $LK $AYX (49:36 - 51:45)
Incorporating short interest into an investment thesis $FUBO $GME (51:45 - 53:43)
Current ideas with the highest upside $CURI $IPOE (53:43 - 55:40)
Puru's previous party lifestyle and current DJ mixes (55:41 - 1:00:20)

You can follow Puru on Twitter @saxena_puru and follow his Soundcloud mixes   / djpsax  

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About Koyfin
Koyfin is a leading financial data and analytics platform for researching stocks and understanding market trends. Our data coverage includes stocks, ETFs, mutual funds, FX, bonds, economics, news, and Twitter so you can have a god-like view of the markets.

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