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Inflection Growth Fund

$VETGROWTHvvetetim

About Inflection Growth Fund

These are growth stocks that are at an inflection point usually going from growth at all costs towards gaap profitability and sustained growth. They have great competitive advantages and great leadership.

About the Creator

I have been investing in the markets for over 11 years and have annualized over 23% returns during that time. I have an educational background in economics and corporate finance with both masters in applied economics and an MBA. I have a substack vetetiminsights as well as a tiktok vet3tim where i share my investing ideas. Stay in touch by joining the discord https://discord.gg/WAV4rNawMY

Activity

Total Rebalances3
Last RebalanceJul 9, 2026

Posts by Creator

Changes:CEG +14.4%ZETA +2.3%MRNA +1.6%SOFI -15.0%INOD -3.4%

$VETGROWTH got rid of sofi for ceg alot more macro upside here than owning sofi with hawkish fed

Changes:INOD +25.0%ZETA -20.0%MRNA -5.0%

rearranging a little bit for leaderboards and adding a high value play in inod

Changes:ZETA +50.0%MRNA +35.0%SOFI +15.0%ALAB 0.0%INOD 0.0%

investing in more assymetrical bets with more upside that are lower in market cap