Looking Past Today’s Inflation Narrative...

While I cannot predict the future, I believe the next few weeks or months will be choppy for high-growth companies, and several will experience deeper drawdowns however in a couple of years they will not show up on the long-term charts. Many high-growth stocks may be two, three, or four times higher over the next five years.

Assuming that inflation is still present there are several things to like about high-growth companies. They have long runways, recurring revenues, and repeat purchases. Better yet, they have pricing power and high margins across their business. These high-growth businesses may have the potential to grow their revenues/ cash flows over time.

Best,

Matt

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