From Growth To Value @FromValue
Founder of Potential Multibaggers & Best Anchor Stocks Finding winners early. $SHOP $7.78, $NET $39, $CRWD $98 etc. I help you stay calm when everyone panics. potentialmultibaggers.com Joined July 2018-
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Over the SHORT run, timing is everything. Over the LONG run, execution of the company is everything.
The best way to get poor fast is to want to get rich fast. The best way to get rich is to get rich relatively slow.
People only crunching numbers to invest are only using half of their brain. Of course, the numbers are important, but why would you throw away all other intelligence? How management talks and behaves is very important, for example. So: IQ + EQ = better investing.
$CRWD's quarter was strong. Charlotte AI Flex GTM. The Onum acquisition. $CRWD isn’t an endpoint protection player anymore. It’s building a full-blown cybersecurity platform. Full analysis below⬇️
$CRWD CrowdStrike you may know the name but do you know why it’s keep winning? Read here
"SELL, GET OUT, RUN!" Pessimism sounds smart. It demands immediate action. Optimism, "Don't worry, stay the course," is easily ignored. But over time, optimists usually win.
“Emotion is contagious.” Malcolm Gladwell The Tipping Point That goes for bull markets and for bear markets.
"Peter Lynch said you don't use a hammer to tighten a screw. PE ratios work for mature companies. DCF models break on high-growth businesses. Revenue multiples miss profitability inflections. Match your valuation tool to the company's lifecycle stage. Source: @FromValue
Don't believe those who claims they know what the market will do. It's just guessing. The more famous a forecaster, the less accurate their predictions. See the outstanding book Superforecasting. Yes, it also shows Jim Cramer is more wrong than others. Embrace uncertainty.
Do you really wonder why $NVDA is the biggest company in the world? $AAPL, $META, $MSFT & $GOOGL are barely on the map. H/t @_SeanDavid 🙏
Disaster predictions always sound good. They seldom come to fruition but if they do, boy, you will be hit with them time after time after time. Dumb game.
The earnings I will be watching this week. $NIO $ZS $CRM $AI $GITL $PD $ASAN $FIG $AVGO $LULU $DOCU $PATH $IOT $BRZE $CPRT

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