Interview with Muji
of Investing With The Whales, I interview Muji, a hypergrowth investor doing research into the tech behind SaaS.
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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,
Stocks mentioned: NVDA,
Sponsored by: Lupton Capit