“stocks followed here are simpler and are actually playing out as described (TWLO, MDB, ZS, TTD, AYX, etc…). IMHO this makes for safer investment in the high growth space if one is watching things diligently.”
I own the exact same stocks like most everyone else on this board. Great, they are in a great uptrend and we all agree, over and over and over again.
believe it not there are other opportunities that come along. Yes it would have sucked to have owned shares into this sell off, but I would never fault someone who looks at the numbers, looks at the estimates going forward and decided that the risk reward tilted towards owning shares at 15.50 with an eye on the next 3 years.
It’s ok to own companies growing 25%. Maybe not on this board, but unless you are one that is willing to invest in only 5 to 8 names that everyone seems to be down to, there are other companies that can be owned going forward.