Adventures in Financial Independence

Meta-thread for growth investing A thread of threads on my story and what I've learned so far Details below 👇

@ofthechristies Link in bio

@adventuresinfi What’s the substack?

Happy New Year peeps! Feeling recharged after some muxh needed time away from computer screens and a catch up with family. No doubt an ugly start to the year in markets for me but hopefully an interesting year for life in 2022. Take care of yourselves out there!

@ofthechristies Still keeping on. Not on here much - mainly writing on Substack as some big life changes going on.

@adventuresinfi Still keeping on?

@Finumus1 @7LukeHallard

@7LukeHallard @adventuresinfi What are you doing, @adventuresinfi?

Best of luck with the new adventures in FI, @adventuresinfi! I regret not taking the plunge at least a year earlier, but better late than never. I'll look forward to the next substack update once you're through the immediate madness of a major life upheaval.

@7LukeHallard Thanks Luke! It's all feeling a bit hectic at the moment but hopefully calmer by March... All the best!

@mjpfitzgerald Definitely! Crazy busy with some big work changes Taking my lumps, but also mindful of the Fintwit sea of negativity Trying to be very intentional with how I'm spending my time Hope all is well

@adventuresinfi You still alive?

@AlbertTelescope @7LukeHallard @7investing Fantastic news! Congrats @7investing and @7LukeHallard! Have really enjoyed all you and @AlbertTelescope have put out on the podcast!

It’s been a few weeks since the last episode of the pod, but there is a good reason! We have exciting news - Luke has joined the @7investing team as a lead advisor! Catch our last episode of the pod for now, at least until @7LukeHallard retires again! telescopeinvesting.com/podcast-72-a-b…

@modic123 Elastic should be on your list

List of European SaaS decacorns seems v. short compared to the US. I think it only includes UiPath, Celonis, Talkdesk, Outsystems!? Wonder what needs to change to enable more companies to reach such a scale*... *Using valuation as proxy for revenue/scale (pls forgive me)

@chungwinner Thanks man - couldn't agree more ...and to you!

@adventuresinfi The view's always better around good people. Happy new year amigo.

@medic_uk "long live the king..."

@GrowthStocksRoc Thanks man! Definitely agree on being positive Gotta accept a range of outcomes are possible, but trust the process over the long term and keep learning

@adventuresinfi Happy new year my friend. I bet we end the year higher. Got to be positive. Peace

@from100kto1m Take it easy man Rest up

It pains me to say but this week no substack post. No strength. Not feeling well. Rapid came back positive, and guessing by how I feel the other one will also be positive. I’m ok, just need to relax.

GS: Trading Activity (January 4th) - On a 4-day cumulative basis, the $ net selling from Dec 30th - Jan 4th in US Info Tech stocks was the largest on our record (more than 10 years (!)). @adventuresinfi the Great Rotation is on

@scottontario @cperruna @hhhypergrowth @CJOppel @eugeneng @IrnestKaplan @RamBhupatiraju @MaxTheComrade @FromValue Thanks Scott. It's really appreciated! All the best for 2022!

Huge thank you to these FinTwit faves! They probably get sick of me hitting the ❤️ button on all their tweets, but they deserve every one of them, and more @cperruna @hhhypergrowth @CJOppel @eugeneng @IrnestKaplan @RamBhupatiraju @MaxTheComrade @FromValue @adventuresinfi👇

It’s the time of year for rest, contemplation & being grateful, so I’m starting a thread to say thanks to some great FinTwit friends from 2021. You’ve made this year wonderful despite all the challenges we continue to face. Sending some love and peace from Canada 🇨🇦🧵

@AmitayYaniv @PelotonHolder @Logos_LP @Mr_Drone @StockMarketNerd @Matt_Cochrane7 @TraderAmogh @MightySoldiers @Zen_Options @moon_shine15 @shivsharma_5 @ParrotStock @BornInvestor @TechStockMarket @clueless_1337 @aadhansen @RichardMoglen @SatoshiAlien @HedgeMind Thanks Amitay and Happy New Year!

@adventuresinfi @PelotonHolder @Logos_LP @Mr_Drone @StockMarketNerd @Matt_Cochrane7 @TraderAmogh @MightySoldiers @Zen_Options @moon_shine15 @shivsharma_5 @ParrotStock @BornInvestor @TechStockMarket @clueless_1337 @aadhansen @RichardMoglen @SatoshiAlien @HedgeMind

@saxena_puru @PatternProfits @ThePupOfWallSt @StackInvesting @skaushi @markminervini @Beth_Kindig @FromValue @AnthonyOhayon @JonahLupton @RihardJarc @soumyasen @cfromhertz @Pharmdca @hhhypergrowth @LiviamCapital @dhaval_kotecha @2ChaseGreatness @RevShark

Too much schadenfreude / negativity / dunking on others in the run up to 🎄 on this 🐦 app imo I do appreciate a range of opinions, but also hope you are kinder to friends and strangers IRL Checking out till 2022 Merry Christmas everyone!

@DanJoshuaRubin Congratulations Dan!

@medic_uk Looks like it's available in the ii.co.uk isa...

@investing_city Good Rx health looks like an editorialised online resource from first glance goodrx.com/health Doesn't seem to directly compete with Doximity unless I'm missing something?

GoodRx is actively competing with Doximity. Pharma manufacturing solutions is the fastest growing business segment for GoodRx. Will be interesting to watch the market shares for these two companies over time.

@GianniDiMattia6 @Finumus1