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Dillon Valdez Growth Investing

An independent investor talking about his process and stock picks in the financial markets

dillonvaldez.substack.comSource feed ↗10 episodes

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Latest episodes

The Next S-Curve May Leave Earth

Starship, Artemis, and the infrastructure stack behind space’s next investable curve

The SpaceX S-1: My Thesis

My read on what SpaceX is really telling investors, followers, and subscribers through the S-1.

Friday Afternoon Real Talk

It always sounds the same and what comes next will be overly predictable

Part 1/4: My Portfolio Management Process - Defining the Strategy

Opening Up My Portfolio Management Process

The Secret to Success

This Principle Will Set you Free

The Title Wave Coming the World is Not Ready For

An Explosion is on the Horizon... An Explosion of Growth and Innovation

Opening Up: 3 Year Portfolio Performance

Past, Present and Future. Results now and into the future.

There is Blood on the Horizon

It's Time to be Cautious

The Bullish Recession

2024's Economic and Stock Market Cycle

2024's Market Crash

An Important Lesson, a Crucial Warning & My Plan of Action