Fast Growers portfolio: rddt, figr, onon, app

These names account for about 12% of my equity portfolio and I believe are primed to continue scaling over the next 8 quarters. RDDT, FIGR, ONON, and APP have unique assets and continue to rapidly innovate their product offerings and accompanying business models. Shares in these names are down YTD and all have a NTM PEG < 1. Sharing my investment notes and would love feedback. RDDT “What does Reddit think” will become as mainstream as “just Google it” because Reddit’s platform is a unique place