MNGGF - Mongolia Growth Group: Don't Discount Kuppy
2024-05-31 11:00:02 ET
Summary
- Harris "Kuppy" Kupperman is a wildly successful friend.
- And he always makes it look so easy.
- He deserves a premium, but you can get him on sale.
Praetorian
Mongolia Growth Group: Don't Discount KuppyI'm buying stuff where revenue’s growing rapidly. I'm buying stuff where value creation is happening rapidly. I'm buying growth momentum names. I’m buying them before anyone else realizes that they’re growth momentum names. They're still valued like value stocks. If you look at this sort of stuff we're doing, I call it inflection investing. They tend to be industries that have destroyed a lot of capital that have bored people to death, that give people PTSD.