Jonah Lupton, Ep 143

 

Jonah Lupton is a prolific entrepreneur who is known for his various start-up companies, including Lupton Capital. He has gained particular renown for beginning Lupton Media, SoundGuard, and Nutraspire. Born and raised in Boston, Massachusetts, Jonah earned his Bachelor’s of Science degree in business management from Salve Regina University in 2002. He also attended the University of New Hampshire for a time, where he studied pre-med and biology.  He began his professional career working in finance for prestigious firms, before resigning to pursue entrepreneurship in 2011. In 2012, he became an early investor in Cauzly.com. Following the website’s relaunch in 2015, he became the CEO. In this episode of How To Trade It, Jonah and Casey talk about CELSIUS, great investors, and how to find stocks that will perform well in terrible market conditions based on their stellar business practices. You don’t want to miss it! @JonahLupton says, “I’m a dip buyer, but I’m only adding to positions that have strong fundamentals.” Join us on this episode of How To Trade It to find out more! #Stocks #Fundamentals #Technicals #CELSIUS #LuptonCapital Click To Tweet

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You’ll want to listen to this episode, if you are interested in hearing Jonah Lupton discuss…

  • [01:33] His daily routine
  • [03:47] Biggest position right now
  • [10:29] Free-fall mode
  • [12:02] A tricky year to trade
  • [12:40] The two biggest sectors he’s trading
  • [13:59] Trimming positions
  • [18:53] Start ups
  • [21:31] His focus for 2023
  • [27:09] A mini write-up on Meta
  • [35:29] Getting connected
Disclaimer: Trading carries a high level of risk, and may not be suitable for all investors. Before deciding to invest you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment. Therefore, you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any doubts.

 

 

4:30 a.m. wake up!

Yes, you read that right. Jonah is out of bed and moving, before the sun comes up.  He spends a few hours doing research, going through charts, updating some investment models, posting in Stocktwits, and then heads over to the gym for up to 90 min.  He returns home from his workout, by 9, in time to sit in front of his computer for the opening of the market at 9:30 a.m. He continues to gaze at the screens until the market closes at 4 p.m.  Around 5 p.m., it’s back to the gym for round #2, two more hours of high intensity workout. Jonah has no kids, no dog, and no wife to worry about, so he’s got more flexibility than most people. The important thing to remember is that routine and consistency are important factors to success.  

CELSIUS 

Jonah Lupton highly recommends CELSIUSJonah is adamant about researching the companies of the stocks he invests in.  Since his biggest position right now is Celsius Holdings, Inc. (CELH on Nasdaq), Jonah knows a thing or two about their proprietary, clinically-proven, flagship brand CELSIUS.  He’s a big fan actually.  This revolutionary fitness drink comes in several delicious sparkling and non-carbonated flavors, and in powder stick packets that you can add to water.  Unlike many of its primary, energy drink competitors, CELSIUS has no preservatives, no aspartame, no high fructose corn syrup, is non-GMO, with no artificial flavors or colors, and no added sodium.  It’s kosher and vegan certified, soy, gluten, and sugar free too. The company has now been around for over 18 years, but nearly went bankrupt, several times, a decade ago. That’s when Monster and Red Bull really owned the entire market. Thankfully, several investors swooped in and saved the day (and literally the entire company!) by throwing somewhere between $10- and $20 million each into the mix.  A decade later, each of those original investors has accumulated well over $1 billion. Talk about a great return on your investment!  The product was sold mainly to gyms and studios, so when the pandemic hit, and those things were shut down, Celsius Holdings, Inc. pivoted quickly and put a lot of time and energy into growing their brand through e-commerce.  They are now the second largest distributor (since they partnered with national distributor Anheuser-Busch) on Amazon, and are positioned to take over the number one spot in the future.  If you haven’t tried them yet, grab yourself some CELSIUS today!  

The two biggest sectors

Medical Technology and Energy have been the two biggest sectors that I’ve been trading in recent years. I’ve reduced my energy involvement in the last four or five months because I think it has topped out for now.  However, my portfolio is about 25% Med Tech at this point.  It’s very heavy because I think Healthcare and Med Tech are both good right now, at least through the end of this year and early into the next.  They give you an offense and a defense. Medical devices, procedures, and surgeries are almost always going to continue to happen, regardless of what the FED is doing, where inflation is, or what the economy as a whole looks like. These companies should typically perform well in any economic cycle, simply out of necessity.      

Resources & People Mentioned by Jonah Lupton

Connect with Jonah Lupton

Connect With Casey Stubbs

Subscribe to How To Trade It

Jonah Lupton has a newsletter (Jonah’s Growth Stocks) which includes extensive, weekly write-ups (averaging 10,000+ words) on different growth stocks, such as: Celsius, Shockwave, Uber, Lantheus, Airbnb, Snowflake, ChargePoint, DLocal, Dutch Bros, Shift4, Stem, CrowdStrike, Datadog, Trade Desk, and dozens more.

Sign up for Stocktwits, at Lupton Capital, where Jonah talks about investing in growth stocks for long-term capital appreciation.

Seeking Alpha is a combination of Jonah’s newsletter research and Stocktwits.  From the website…Given the current market uncertainty and the macroeconomic problems we face, it’s crucial that we don’t overpay for companies, especially if the fundamentals are at risk of deteriorating in an economic slowdown. That’s what we look for: high-quality growth companies with strong revenues, expanding margins, accelerating earnings growth, strong balance sheets, and seasoned management teams that can navigate any rough waters ahead.

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