On April 14th, we had an interview with Jonah Lupton from Lupton Capital.
About Jonah Lupton
Jonah is an emerging manager at Chamath Palihapitiya's disruptive Social Capital Fund, where he's now started Lupton Capital.
His portfolio generated a staggering 423% in 2020, and is so far up 70% year-to-date. Additionally, Jonah writes a newsletter on substack and was recently featured in "the hustle" the online magazine.
Jonah is a growth investor who targets small companies (under $10Bn) with growth expected to outperform their respective sectors and the broader market.
Five key factors considered in stock evaluation are:
1. Historical earnings growth
2. Projected future growth
3. Profit margins
4. Return on equity (ROE)
5. Share price performance
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