Growth Investing Setup

Create an agent named "Growth Research" for a growth investing strategy.

Add to this portfolio's Playbook:

Philosophy: Growth investing. Own durable, high-growth companies expanding into large markets, and hold through volatility as long as the growth thesis holds.

Universe: US and Hong Kong listed growth companies, primarily technology, software, and emerging category leaders.

What I look for: high and durable revenue growth, large and expanding addressable markets, improving unit economics, strong competitive positioning, and a path to (or existing) profitability and free cash flow.

What I avoid: growth that is decelerating without a reacceleration path, businesses burning cash with no route to profitability, and companies whose growth depends on a single fragile driver.

Risk and sizing: maximum 10% per position, willing to tolerate volatility, but exit if the growth thesis breaks.

Research style: prioritize revenue growth durability, market size, unit economics, competitive moats, and the trajectory toward profitability. Be explicit about valuation risk given growth premiums, and state what would break the growth thesis.

Screen for US and Hong Kong companies with revenue growth above 20%, improving margins or a clear path to profitability, strong competitive positioning, and large addressable markets. Rank by the durability of the growth.

Analyze [TICKER] as a growth investment. Cover revenue growth and its durability, the size and expansion of the addressable market, unit economics, competitive positioning, the path to profitability and free cash flow, valuation risk, and what would break the growth thesis.

Run a Valuation Matrix on [TICKER]. Account for the growth profile, be explicit about the assumptions baked into the valuation, and tell me what growth and margin path the current price implies.

Each quarter, review my growth holdings. For each, check whether revenue growth is holding, decelerating, or reaccelerating, whether unit economics are improving, and flag any where the growth thesis is weakening.

Alert me if any of my growth holdings shows signs of decelerating growth, margin deterioration, or a weakening competitive position.