Episode 42:

Interview with Muji

In the 42nd episode of Investing With The Whales, I interview Muji, a hypergrowth investor doing research into the tech behind SaaS.

Follow Muji on Twitter and check out his newsletter HHHYPERGROWTH.

Topics discussed: Muji’s approach, HHHyperGrowth newsletter, hyperscalers (AWS, Azure, Google Cloud), agnostic approach in software businesses, AI, data importance, Cloudflare/Fastly, Alteryx, Databricks/Snowflake, Palantir, C3ai

Stocks covered in detail: FSLY, AYX, SNOW 

Stocks mentioned: NVDA, NET, PLTR, AI