『Growth Stocks with Fexingo: Tech Companies, High-Growth Picks, and Long-Term Holdings』のカバーアート

Growth Stocks with Fexingo: Tech Companies, High-Growth Picks, and Long-Term Holdings

Growth Stocks with Fexingo: Tech Companies, High-Growth Picks, and Long-Term Holdings

著者： Fexingo
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Every trading day, Lucas and Luna sit down at the growth-investing-research desk to dissect the fastest-moving names in tech: from mega-cap cloud platforms to pre-profit SaaS disruptors and everything in between. They don't chase momentum for its own sake. Instead, they ask: which of these triple-digit growers have the unit economics and total addressable market to sustain compounding over a decade? Each episode starts with a specific high-growth stock — one that's reported earnings, announced a product shift, or caught a sector tailwind — and walks through the numbers: revenue growth rates, gross margins, customer acquisition costs, and the messy line between expansion and dilution. Lucas brings the macro context and sector history; Luna presses on valuation discipline and competitive moat. Together they test every bull and bear thesis against publicly-available financials and market data, avoiding hype and anchoring on what actually matters for long-term holders. The show is built for the investor who reads 10-Ks for fun, who wants to understand why a Rule of 40 metric matters more than a price target, and who knows that a 30% pullback in a great business is an opportunity to learn, not to panic. No stock tips — just the framework to decide for yourself. Can a company growing revenue at 40% but burning cash at 20% of sales ever become a blue chip? That's the kind of question Lucas and Luna tackle, one name at a time. #GrowthStocks #TechStocks #HighGrowthPicks #LongTermHoldings #StockAnalysis #Earnings #Valuation #RuleOf40 #UnitEconomics #TotalAddressableMarket #SaaSInvesting #CloudStocks #MarketContext #FinancialDiscipline #FexingoBusiness #BusinessPodcast #Finance #Investing Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • Growth Stocks Are Getting Crushed Right Now

    Growth Stocks Are Getting Crushed Right Now
    2026/06/06
    Lucas and Luna break down the brutal sell-off hitting high-growth tech stocks in early June 2026. With Datadog down 15.6% in five days, CrowdStrike off 14.2%, and Shopify plunging 11.7%, the hosts examine what's driving the rotation out of growth and into safety. They dig into the hot jobs report that pushed Fed rate cuts further out of reach, and how Chair Warsh's hawkish stance is reshaping risk appetite. Plus, a look at why mega-cap names like Apple and Meta have held up better, and what the sell-off means for long-term growth investors. No hot takes, just a clear-eyed assessment of the current market reality and how to think about the next move. #GrowthStocks #StockMarketSellOff #FedPolicy #InterestRates #Datadog #CrowdStrike #Shopify #Apple #Meta #NVIDIA #ARKK #Rotation #RiskOff #JobsReport #KevinWarsh #InvestingStrategy #Finance #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why Growth Stocks Are Getting Crushed Right Now

    Why Growth Stocks Are Getting Crushed Right Now
    2026/06/06
    The iShares Russell 1000 Growth ETF (IWF) is down nearly 5% in five days. The ARK Innovation ETF (ARKK) has plunged over 8%. Lucas and Luna break down what's driving the sell-off — a hot jobs report that pushes Fed rate cuts further out, a rotation away from high-duration equities, and a look at whether this is a buying opportunity or a warning signal. Using specific examples like Shopify, CrowdStrike, and Datadog, they explain how growth stocks are especially sensitive to the 'higher for longer' narrative and what investors should watch next. #GrowthStocks #SellOff #FederalReserve #RateCuts #JobsReport #IWF #ARKK #Shopify #CrowdStrike #Datadog #DurationRisk #Rotation #Finance #Investing #FexingoBusiness #BusinessPodcast #MarketVolatility #HigherForLonger Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • Why Growth Stocks Are Getting Crushed Right Now

    Why Growth Stocks Are Getting Crushed Right Now
    2026/06/05
    Lucas and Luna break down the brutal sell-off hammering high-growth names in early June 2026, with Ark Innovation down 8.3% in five days and Datadog plunging over 15%. They trace the sell pressure to the hot jobs report on June 5 that pushed Fed rate cuts further out of reach, and explore which growth stocks might actually benefit from a 'higher for longer' regime. Using examples like Shopify's 11.7% drop versus Apple's flat performance, the hosts argue that the market is repricing duration risk — and that investors should distinguish between companies that need cheap capital to survive and those that generate cash regardless of rates. The episode closes with a look at where the AI trade could find its next wave. #GrowthStocks #StockMarketSelloff #FedPolicy #InterestRates #ARKK #IWF #VUG #Shopify #Datadog #CrowdStrike #Apple #Microsoft #NVIDIA #AITrade #DurationRisk #FexingoBusiness #BusinessPodcast #Finance Keep every episode free: buymeacoffee.com/fexingo
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    9 分
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