Investing Ideas

Investing Ideas | GrowMoneyCentral
Mid-Term & Long-Term Investing

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.

Updated when new assets qualify
Active Investing Ideas

All assets below have passed the WWJD screening criteria. Organized by the month they were added.

May 2026
1 idea
DSP
Viant Technology Inc.
Mid-Term · 3–12 Mo
PEG
0.92
Fwd P/E
23.5x
Gross Margin
67.2%
Float
18.84M
Insiders
73.6%
Price Target
$17.77

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.

What Would Joel Do?

Seven structural and fundamental filters that separate explosive-return candidates from the rest of the market.

CRITERION 01
Micro to Small Cap Only
The sweet spot for explosive percentage returns is micro to small-cap territory — market caps under approximately $500M, ideally under $200M. Large-caps can’t move the same way. We want assets the market has ignored, overlooked, or abandoned.
< $500M Market Cap
CRITERION 02
Tight Float with High Insider Ownership
A restricted public float — ideally under 10–15 million shares — combined with strong insider ownership above 40% creates a scarcity structure. When institutional volume enters, there is very little supply to absorb it. That is where explosive price moves originate.
Float < 15M · Insiders > 40%
CRITERION 03
PEG Ratio Below 1.00
A PEG ratio under 1.00 signals that the market is underpricing the company’s growth rate. Below 1.0 is the structural undervaluation zone — the market is paying less for the earnings than the growth trajectory justifies. This is where mispricing lives.
PEG < 1.00
CRITERION 04
Price-to-Sales Under 3x
Price-to-Sales below 3x ensures we are not buying into hype-driven valuations. Companies with P/S above 10x are pricing in perfection — any stumble destroys the thesis. We want assets where revenue growth alone can revalue the equity meaningfully.
P/S < 3x
CRITERION 05
200-Day SMA Position
We assess where price sits relative to the 200-day SMA as a directional bias filter. A price that has recovered from below the 200 SMA — or is holding above it while fundamentals are strong — signals the market is beginning to recognize the underlying value.
200 SMA Analysis
CRITERION 06
Ichimoku Cloud Structure
Price position relative to the Ichimoku Cloud is used to assess longer-horizon structural bias. Price above the Kumo signals a bullish structural backdrop. A thinning cloud ahead of an upside breakout increases the probability of sustained trend development.
Price vs. Kumo
CRITERION 07
Strong Gross & Operating Margins
Margin structure reveals how a business scales under pressure. We want gross margins that demonstrate real pricing power — ideally 50%+ for software or tech-adjacent businesses — paired with operating margins that show revenue growth translating meaningfully to the bottom line.
Gross > 50% Preferred
How an Idea Gets to This Page

Most stocks never make it. Here is the exact workflow every idea goes through before it is published.

01

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.

02

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.

03

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.

04

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.

Important Disclaimer: The investing ideas presented on this page are for educational and informational purposes only. Nothing on this page constitutes financial advice, a recommendation to buy or sell any security, or a solicitation of any investment. Dr. William E. Smith is not a licensed financial advisor, registered investment advisor, broker-dealer, or tax professional. All content is based on personal research, educational frameworks, and over 20 years of trading and investing experience. The WWJD method is an educational framework — applying it to your own portfolio carries real financial risk, including the potential loss of principal. Past performance of any methodology or idea is not indicative of future results. Small-cap and micro-cap stocks are subject to significantly higher volatility, liquidity risk, and the potential for substantial or total loss compared to larger equities. Stock prices, metrics, and conditions referenced on this page reflect information available at the time of publication and may no longer be current. Always conduct your own due diligence and consult a qualified financial professional before making any investment decisions.