• 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