Spotlights, The Pulse, Walkthroughs, and Articles — growth investing in context, with real data. Looking for reference material? The Library has the Guides, Templates, and Book Reviews.
A 10.00 GrowthPicks Score with a Bargain signal on the largest company in the universe, whose shares fell a third from their high in the same year its revenue grew by half. The lesson: a price only means something next to growth. The part most people have not read: two years of sales already on order, from six customers.
Signal changes, score movements, and risk flag transitions for the cycle from 25 September to 11 October 2026, with the mechanism behind each move.
Micron filed a quarter almost five times the size of the one a year earlier, and our growth estimate barely moved. Here's why, what we changed for share trading brokers, and what a first score does and doesn't tell you.
Signal changes, score movements, and risk flag transitions for the cycle from 13 September to 25 September 2026, with the mechanism behind each move.
A quiet fortnight in which share prices did all the moving. We also changed how a risk check tells you it couldn't run, and for the youngest companies we track that turns out to matter a lot.
An 8.00 GrowthPicks Score with a Bargain signal, a share price down 29% since the model last looked, and a label that did not move. The lesson: growth direction, the forward growth estimate, and the Growth Score are three separate quantities, and the GAAP profit line has stopped following revenue.
Signal changes, score movements, and risk flag transitions for the cycle from 23 August to 13 September 2026, with the mechanism behind each move.
We changed how the model forms its forward growth estimate, and most Value Signals moved without a single new filing. Here's what we changed, what we got wrong before, and how to tell a signal that moved from a company that did.
Signal changes, score movements, and risk flag transitions for the cycle to 23 August 2026, with the mechanism behind each move.
The model just took away 214 of its own scores. This issue explains why refusing to score a company can be the most useful thing a model does, and what risk flags actually detect.
A 9.00 GrowthPicks score with a Bargain signal, and the first Spotlight where the most interesting number is the one the model refused to publish. Reddit earns an unconstrained 10.00 and the engine caps it at 9.00. This issue is about why.
Company level signal changes, score movements and risk flag changes for the 10 August 2026 refresh, covering the 367 companies scored in both this cycle and the last.
Two weeks ago this letter argued that a gold miner growing 45% is mostly selling the same ounces at a higher gold price, and that the interpretation was yours to make. This cycle the model changed its mind, and stopped scoring those companies at all. Here is why, and what it says about when a tool should decline rather than explain.
Some companies on GrowthPicks show a grey 'Not Modelled' pill instead of a score. Here's what that means and why it happens.
The model changed more than the market did this cycle. Coverage more than doubled as non-US listings came onboard, Financials and Real Estate moved to Not Modelled, and a wave of precious-metals miners arrived near the top of the conviction lists, which teaches you why sector context changes what the same growth number means.
An 8.75 GrowthPicks score with a Bargain signal. The first Spotlight where the valuation does the work: a Quality score of 3, not 4, still clears a maxed Value Modifier. A lesson in what the Value Modifier actually rewards.
Micron completes the re-rate we flagged in May, hitting a perfect ten on reaccelerating growth. Underneath it, a cluster of companies got cheaper to own with nothing about the business changing, which teaches you what a valuation-only downgrade really is.
The biggest IPO in history landed this fortnight, and we explain why you won't see a Score on it yet. Underneath it, a quieter story: several companies re-rated sharply with their revenue growth unchanged, and the reason teaches you what the Quality Score is really measuring.
A perfect 10.00 GrowthPicks score on hyper growth, strong margins, and a spotless risk profile, yet the Value Signal lands at Fair Price, not Cheap as Chips. A lesson in why score and valuation are two different questions.
Welcome to the Pulse. This issue: why most of the universe slowed below our growth line this cycle, the handful of companies that re-rated on real acceleration, and how to tell a company that's maturing apart from one that's breaking.
The highest-scoring ticker in the GrowthPicks universe. A 9.38 built on hyper growth, elite margins, clean risk, and a valuation that still looks reasonable.
Three tickers, three score movements, three different stories. A worked example of how the GrowthPicks model reads quarterly data.
A real example of a ticker that triggered a risk flag. What the data showed, how the model responded, and what you can learn.
A Cheap as Chips rating should be exciting — but cheapness alone is not enough. How to distinguish opportunity from trap.
Growth investing, value investing, and income investing are different games with different scoring systems. If you're applying the wrong framework, you're using the wrong map.
It sounds like discipline. It feels like a strategy. But without a conviction framework, buying the dip is just price anchoring dressed up as a plan.
A simple metric that captures the most important trade-off in growth investing: the balance between speed and profitability.
Before you hit buy, run through these five questions. Each maps to a core concept in the GrowthPicks methodology.