Muji @ hhhypergrowth: The 5 Most Important Rules For Hypergrowth Investing

<p>Hey guys! This week we had a a conversation with Muji @hhhypergrowth, he is the savant of all things hyper-growth investing. We discussed Muji’s 5 most important rules on hyper growth, finding the right industries and how to determine what is good industry or a bad industry and the we are going to round up the discussion with investing without moats and a small little riff about being comfortable without knowing the full details of a technology in order to invest.</p> <ul> <li>[0:00] Introduction: Who is Muji?</li> <li>[3:30] Muji’s investing journey: Netflix</li> <li>[10:00] Enterprise SaaS Companies vs Consumer Facing SaaS Companies</li> <li>[16:00] Top Line Growth</li> <li>[26:00] Signs of Operating Leverage</li> <li>[50:00] Is it Important to Understand the Technology?</li> <li>[60:00] How to Understand the Software Development Industry?</li> <li>[1:07:00] Valuations</li> <li>[1:20:00] Closing Questions and More from Muji</li> </ul> <p>If you liked what you heard, please give Muji a follow on <a href="https://twitter.com/hhhypergrowth" target="_blank">Twitter</a> and check out his <a href="//hhhypergrowth.com" target="_blank">website</a>.&nbsp;</p> <p>Also, a big thanks to the following sponsors for making the podcast a reality!</p> <p><strong>Quartr</strong></p> <p>Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site,&nbsp;<a href="https://quartr.se/" rel="ugc noopener noreferrer" target="_blank">Quartr.se</a></p> <p>If you're interested in changing the way you research companies, download the app today and give it a try on Apple and&nbsp;Android.</p> <p><strong>Tegus</strong></p> <p>Tegus has the world