Thx for update, Dreamer. I got uncomfortable having too man tech-oriented stocks and sold not long before the mega-pop. Brutal. But I’m fine with some stable companies like Old Dominion, Sherwin Williams and Texas Roadhouse.
I think comparing TTD and HUBS to the stocks favored on this board would be invaluable and I hope to find the time to do this. TTD and HUBS are two companies that are well managed, well respected, have large addressable markets, strong visions and have been very successful stocks, yet don’t make the cut. My guess is there’s a ton to learn about why they are, to quote Willy Loman, “Liked but not well liked.” My guess is its the rate of revenue acceleration.
BD