Investing With The Whales | Episode 42 | Interview with Muji

In the 42nd episode of Investing With The Whales, I interview Muji, a hypergrowth investor doing research into the tech behind SaaS

This episode is brought to you by Lupton Capital – www.LuptonCapital.com

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In the 42nd episode of Investing With The Whales, I interview Muji, a hypergrowth investor doing research into the tech behind SaaS.

Follow Muji on Twitter and check out his newsletter HHHYPERGROWTH.

Topics discussed: Muji’s approach, HHHyperGrowth newsletter, hyperscalers (AWS, Azure, Google Cloud), agnostic approach in software businesses, AI, data importance, Cloudflare/Fastly, Alteryx, Databricks/Snowflake, Palantir, C3ai

Stocks covered in detail: FSLY, AYX, SNOW

Stocks mentioned: NVDA, NET, PLTR, AI

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FWIW, his investment portfolio is up 102% YTD and 1,050% over the past 3 years.

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