$AMD $PLTR $TSLA $XYZ $GRAB $HIMS $META $GOOGL $AMZN ...
I'm very selective when it comes to long term winners.
Not all companies met all my ✅
But, before that, I put in 500-1000+ hours to study these businesses.
Most companies did not make it from the first 20-50 hours.
Then I find the "secret sauce", leadership and long term thesis.
I prefer strong and durable fundamental over hype, most of my long term were bought at extreme compressed valuation or ATL.
The combination of obsessive hours, secret sauce , founder/CEO quality, fortress balance sheet+ operating leverage, and refusal to sell winners is how I win versus typical growth or momentum screens.
And I dont sell winners!
Please do your own DD before buying/selling.
My risk tolerance and duration are different than yours
Sincerely,
MikeLongTerm
Not Financial Advice! DYOR!