Growth Investing

An approach to public-markets investing focused on compounding via companies with high revenue growth rates and durable competitive positions — accepting higher valuation multiples on the expectation that growth will justify them over time.

Francis Odum’s Investianalyst Investment Philosophy — Ten Criteria offers one practitioner framework: the company’s product should be essential rather than a substitute; the growth rate must earn the multiple; and market cap should still be small enough (<$15B–$40B) to leave room for multiple expansion. Values-alignment (does the product bring good?) is criterion one.

Where this appears

• Aziz Hamzaogullari is One of… (tweet)
• Growth Investing Resource List - I… (tweet)
• Investianalyst Investment Philosophy — Ten Criteria