The Growth Champions: 40 Companies Defying Gravity with Revenue Growth and Profitability

Bill presents a curated list of forty growth-oriented companies identified for their ability to pair rising revenue with fundamental profitability. The selection spans diverse sectors, including financial infrastructure, semiconductors, cloud software, and healthcare technology, focusing on business models with sustainable competitive advantages. Rather than providing specific buying advice, this text serves as a professional watchlist that evaluates each firm’s core growth drivers alongside the specific risks and skeptical arguments investors must consider. Bill emphasizes that while these companies show operational excellence, their high valuations and potential regulatory threats require careful individual analysis. Ultimately, the report was written for the upcoming Navigator (R-13 file: Growth stocks) to function as a practitioner’s field guide for distinguishing genuine long-term compounders from temporary market hype.