Praetorian Capital’s CIO, Harris “Kuppy” Kupperman, recently joined his friend Chase Taylor on “Taylor Made Macro” in a high-level discussion on process, inflection investing and tailwinds.
“I’m typically buying stuff where revenue is growing rapidly. I’m buying stuff where value creation is happening rapidly. I’m buying growth momentum names before anyone else realizes that they’re growth momentum names – they’re still valued like value stocks. If you look at this sort of stuff we’re doing, we call it “inflection investing” for lack of a better word, they tend to be industries that have destroyed a lot of capital that have bored people to death, that give people PTSD.”
