// strategy template
High Growth
Top-line machines with strong unit economics; valuation gets a leash, not a cage.
// the lines that end the argument
One criterion is hard: fail it and the score is capped no matter how well everything else scores.
- Revenue growth YoY ≥ 25.0%
What gets measured
| Criterion | Needs | Weight |
|---|---|---|
| Revenue growth YoYhardMost recent quarter revenue vs. a year ago. | ≥ 25.0%partial credit to 20.0% | 21%Missing: the position fails without it. |
| Revenue CAGR 3yThree-year revenue compound annual growth. | ≥ 20.0%partial credit to 16.0% | 18%Missing: the criterion is skipped and its weight is dropped. |
| Gross marginGross profit over revenue (TTM). | ≥ 50.0%partial credit to 43.0% | 15%Missing: the criterion is skipped and its weight is dropped. |
| P/S (TTM)Price to trailing twelve-month sales. | ≤ 15.00partial credit to 18.75 | 10%Missing: the criterion is skipped and its weight is dropped. |
| Return 6mPrice return over the last 6 months. | ≥ 0.0%partial credit to -10.0% | 8%Missing: the criterion is skipped and its weight is dropped. |
Weight is each criterion's share of the whole rule-set, rounded for display. Every figure here comes from the same file the product scores with - the page cannot say one thing while the terminal does another.
What needs judgment
Expanding TAM and product velocity
15%Growing market and shipping speed that compounds the lead.
Credible path to profitability
13%Unit economics improve with scale; burn is a choice, not a need.
These are the criteria a formula cannot settle. The AI judges them against the guidance above and shows its reasoning next to the verdict; the arithmetic stays with the deterministic rules.
Rules about the portfolio, not the stock
- No single position above 8% of the portfolio.
- No sector above 50% of the portfolio.
These are checked against the book as a whole. A holding can clear every criterion above and still put the portfolio in breach by being too large.
Before you take it as given
This rule-set is a starting point. The moment a portfolio applies it, every threshold, weight and hard line is yours to move - and most people should move them, because the thresholds that make sense for a concentrated book are not the ones that make sense for a wide one.
It has not been backtested and Monsa does not claim it works. What Monsa does is narrower and checkable: hold these rules, and every night it will tell you which of your holdings still clear them and which quietly stopped.
Applying a template takes a minute. The part that is hard to do alone is still being held to it in eight months.