Growth Investing Strategies
3 strategies available
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Simple Growth Screen
Simple
Screens for high-growth companies by filtering for minimum revenue growth and earnings per share (EPS) growth rates, while ensuring profit margins are stable or improving to confirm quality growth.
This strategy identifies growth stocks using three complementary filters: 1. Revenue Growth: Screens for companies with sales growing at least 20% year-over-year 2. EPS Growth: Ensures revenue growth translates to profit growth (at least 15% EPS growth) 3. Margin Trend: …
Best for: Investors seeking capital appreciation over dividends who can tolerate higher volatility. Works best during economic expansions and low interest rate environments. Suitable for those with …
Techniques Used
Growth filters
Margin analysis
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Growth Sustainability Score
Moderate
Evaluates whether a company's growth is sustainable by analyzing historical growth consistency, unit economics (customer acquisition cost vs. lifetime value), and cash flow generation. Scores companies from 0-1 on growth quality.
This strategy goes beyond simple growth screens to assess whether growth is sustainable: 1. Growth Consistency: Analyzes quarter-over-quarter growth variability. Consistent growth (low variance) scores higher than erratic growth. 2. Unit Economics Proxies: Examines metrics that indicate healthy customer economics: …
Best for: Growth investors who want to avoid 'growth traps' - high-growth companies with unsustainable business models. Ideal for those who've been burned by growth stocks that …
Techniques Used
Time-series analysis
Unit economics
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ML Growth Forecasting
Advanced
Uses machine learning to forecast future growth rates by analyzing historical patterns and Natural Language Processing (NLP) to detect strategic shifts in earnings call transcripts. Includes competitive moat analysis using survival modeling.
This advanced strategy combines multiple ML techniques to forecast growth: 1. Historical Pattern Recognition: ML model identifies patterns in financial metrics that precede growth acceleration or deceleration 2. NLP Analysis of Earnings Calls: Processes transcript text to detect: - Management …
Best for: Sophisticated investors with NLP/ML expertise and infrastructure. Ideal for funds with research teams that can validate model outputs. Best suited for concentrated growth portfolios where …
Techniques Used
Growth forecasting
NLP earnings call analysis
Survival analysis