TSLA
PLTR
HIMS
SPCX
SOFI
META
BTCThe quality of growth
Three things multiply: how fast it grows, how long that lasts, and the return on the new capital it takes. Hims grew 38%, but 7 points were bought
31% from the business it already had7% from buying Eucalyptus
Why it matters
What really moves the share price is whether growth is speeding up or slowing down: Palantir’s went from about 30% in 2024 to 93% by mid-2026. How long growth lasts is where the market most often gets it wrong.
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