1. $On Holding AG(ONON)$
33.2% growth in Q3 (not seen on this chart yet) continues an incredible pace of revenue growth for On Holding.
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2. $Spotify Technology S.A.(SPOT)$
Spotify is the 1st stock I covered and the largest holding in the Asymmetric Portfolio. If this holds I’m going to need to celebrate.
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3. $Shopify(SHOP)$
I'm happy for the Shopify shareholders, but I can't get excited about paying 14x sales for the stock.
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4. $Plug Power(PLUG)$
Mgmt: Operating cash flow improved 31% Quarter-Over-Quarter (QoQ) reflecting improvement in margins, working capital efficiency, and leverage of existing inventory.
Reality: Operating cash burn was $597 million, which is terrible but better than $864 million last year.
There's no bubble if Plug Power $PLUG is below $10 per share. IYKYK
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