Investing Ideas
Assets that have passed rigid fundamental and structural criteria — curated using the What Would Joel Do method and updated only when a new opportunity genuinely qualifies.
All assets below have passed the WWJD screening criteria. Organized by the month they were added.
Viant Technology is a demand-side AdTech platform operating in a high-competition space alongside TTD, APP, and MGNI — but trading at a fraction of their valuations. With a PEG ratio of 0.92, the market is underpricing its 25%+ annualized growth trajectory. A tight public float of 18.84M shares combined with 73.6% insider ownership creates a structural scarcity setup: when institutional volume enters, supply is severely limited. Elite gross margins of 67% and a forward P/E that compresses to 23.5x as earnings expand make this a classic mispriced growth engine — not a value trap. The price target of $17.77 represents approximately 57% upside from current levels. Read the full analysis →
Be the First to Know When Something Qualifies
Join the GrowMoneyCentral community on Discord. When a new investing idea passes the WWJD criteria, members hear about it first — along with the full thesis and the metrics that qualified it.
This page is a curated list of investing ideas for mid-term and long-term positions. It is not a trading signal service, a newsletter, or a stock tip sheet. Assets appear here only when they pass a rigid, multi-factor screening process built around fundamental quality, structural scarcity, and asymmetric upside potential.
We use the What Would Joel Do (WWJD) method — an investing framework developed around Joel Rodney Harrison’s approach to identifying deeply discounted, fundamentally sound assets with the potential for explosive, asymmetric returns. The core idea is simple: scan aggressively for good stocks at any point in the market cycle, but only commit when the data is airtight. Quality and structure matter more than timing.
Ideas are organized by the month and year they were added. Each entry includes the key qualifying metrics, a short thesis summary, and a link to the full written analysis. This page will be updated whenever a new asset clears the criteria — no more, no less.
Seven structural and fundamental filters that separate explosive-return candidates from the rest of the market.
Most stocks never make it. Here is the exact workflow every idea goes through before it is published.
Fundamental Screen
We scan for micro and small-cap assets with a tight float, high insider ownership, PEG below 1.00, P/S under 3x, and strong margin structure. This filters out the vast majority of the market — only fundamentally sound, structurally undervalued businesses survive this step.
Technical Confirmation
Survivors are assessed for price position relative to the 200-day SMA and Ichimoku Cloud structure. We are looking for assets where the technical picture supports the fundamental thesis — not a falling knife, but a business the market is beginning to reprice correctly.
Thesis Construction
For anything that passes, we build a complete written thesis: what the business does, why it qualifies, what the bear risks are, what the target horizon is, and what would invalidate the idea. No idea is published without a documented thesis — including the downside.
Published to This Page
Only then does the idea appear here — with the full thesis, qualifying criteria, and time horizon. Mid-term ideas target a 3–12 month window. Long-term ideas are 1–3 year horizon plays. Both require the same rigorous process.
Be the First to Know When Something Qualifies
Join the GrowMoneyCentral community on Discord. When a new investing idea passes the WWJD criteria, members hear about it first — along with the full thesis and the metrics that qualified it.