Investing With The Whales | Episode 42 | Interview with Muji
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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 at https://twitter.com/hhhypergrowth and check out his newsletter HHHYPERGROWTH at https://hhhypergrowth.com/.
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
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