growth investing - The Fat Investor

Tag: growth investing

123 Posts

Food Empire Plunged 10%: Why I’m Doing Nothing

September 22, 2026 — 2 Comments

Infographic comparing short-term trader stop-loss rules with long-term fundamental investing using Veeva Systems as a case study

VEEV, GOOGL, Investment Mistake, Portfolio, TTD

Down 50%, Need 100% to Even: How Veeva’s Surge Proves the Right Math is “Wrong”

August 31, 2026

Food Empire 1H 2026 financial analysis graphic displaying record revenue, 60 percent dividend hike, and stock price reaction chart.

Food Empire, Dividend

Food Empire 1H2026: Why the Market Shrugged Off Record Revenue & 60% Dividend Spike

August 18, 2026

ANET, Multibagger, SHOP

Arista & Shopify 1H 2026: Similar Relentless Growth (But Different Fate in Portfolio)

Microsoft MSFT stock chart showing a timing mistake: selling right before a 15% overnight price jump.

MSFT, GOOGL, Investment Mistake, ISRG, NFLX

My Biggest Misstep This Year: Divested Microsoft Just Before It Popped 15%

iFAST 9% Price Drop: Short-Term Noise vs. Earnings Call Insights

Infographic summarising iFAST 2Q 2026 earnings, titled "iFAST 2Q 2026: 3 Takeaways Behind the Record S$36.13B AUA". Highlights Singapore’s AUA growth (+30% YoY), iGB deposit reacceleration (+S$200M QoQ), and operating leverage from peaked headcount, with key metrics for net revenue and net profit.

iFAST, Multibagger

iFAST 2Q 2026: 3 Takeaways Behind the Record S$36.13B AUA

Alphabet 2Q 2026: Google Cloud Surged 82%! But Market Isn’t Impressed?

Intuitive Surgical Plunged 14%: Markets Spooked By “Good” Guidance

Portfolio Performance, AEM, ANET, ISRG, Micro-Mechanics, OCBC, SHOP, TSCO, ULTA, UMS, VEEV

Half-time Report: Semiconductors Ignite 17% Portfolio Lead