Hypergrowth Investing With Mayur Thaker: Tesla, Beyond Meat, Square, and More

Anirban Mahanti sat down with Mayur Thaker, a Senior Relationship Manager at Zacks Investment Research, to chat about hypergrowth investing. This conversation is all about investing in rapidly growing companies with huge addressable markets. As investors, we need a framework to study these options: how do we evaluate the investment opportunities in businesses at the bleeding edge of their respective domains? So, grab a coffee (or any other favorite drink!), and let's learn about hypergrowth investing. In this wide-ranging conversation, Mayur describes his investment journey. He started out when he was only 13-years old, investing a portion of his dad's portfolio. He won the lottery with the dot-com boom and then saw it all crumble.  And as a young adult working at Zacks, he experienced how the GFC was unraveling the very industry he was working in. We hear how his experience made him the investor he is today. A significant portion of the conversation is devoted to Tesla (Nasdaq: TSLA), where Mayur addresses the following topics: What is the high-level investment case for Tesla? Why should investors care? There are many bear cases for Tesla, including the historically low-margin and capital-intensive nature of manufacturing, reliance on regulatory credits, and impending competition. Mayur explains why many of these issues are irrelevant to the Tesla investment case as things stand today. What metrics should investors focus on when evaluating Tesla and why? What is the future of Tesla's energy business? What is a reasonable estimate of Tesla's fair value? And for those who want to explore beyond Tesla, we have you covered. Mayur outlines his thesis for two potential multibaggers -- Square (NYSE:SQ) and Beyond Meat (Nasdaq: BYND). Finally, we close, by putting it all together. Specifically, Mayur lays out his hypergrowth investment framework. I (Anirban here) identify closely with his methodology. I think it works well for patient, long-term focussed investors. Don’t miss this masterclass in hypergrowth investing. Trust me, this marathon conversation is well worth your time!