ProjectM was built by @ud.scuzi & @aroy to take control of our finances and leverage customized approaches to see our finances grow. Our shared ethos on money, economy, the inter-relationships and dependencies that return to affect the money we own is the circle the spurred us to build and manage this project.
At Project M, we invest in companies across two broad categories: Enablers and Creators. Enablers are companies that sit at the infrastructure layer of innovation. We invest in companies across three industries in the Enabler category: Cloud Computing, Semiconductor and Cybersecurity. Creators are companies that sit on the software/application layer of innovation. We invest in companies across multiple industries in the Creator category, with a concentrated focus on analytics, workforce automation,etc.
We divide the portfolio into three parts based on the fundamental analysis of a company’s profit cycle .
🌱GardenPM investments are small positions in the early part of their profit cycle that may warrant more sizable allocations as their profit cycle accelerates.
🌿CropPM investments are positions that are being increased to a full weight because they are moving through the strongest part of their profit cycles.
🌽HarvestPM investments are positions that are being reduced as they near our estimates of full valuation or their profit cycles begin to decelerate.