Experiment

I'm going to do an experiment. 

I got a list of companies from $1bn to $10bn market cap, growing revenue >20% a year with decent gross margins (>20%). The objective is to look for stocks that has potential to go up 3x or greater within that universe.

I ran a screen from Fidelity. The result is about 185 names and I will commit to knowing each of them over the next 2 months. So going over 3-5 companies a day would do.

This should be very feasible. I probably know some of these companies already. The challenge is to go through them with a fresh set of eyes and abandon any preconceived notion, ("Wayfair?!  that's a no!"), and really try to think big about what the upsides are for each.

A year from now I'll see how many home runs I missed.

Maybe there will be 0 home runs out of these 185 companies. That's possible too. But I'll try to get as many as I can.

I would love it if someone wants to join me in this effort. If you would like to help, please reach out in the comments or DM me on Twitter.  Thanks!