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Mike
@MikeLongTerm
Long Term Investor Largest Holding $AMD $PLTR $TSLA Others $XYZ $HIMS $GRAB $TSM $AMZN $NVDA $LMT $ETH $BTC $META $GOOGL $WING $ADBE $BROS Not Financial Advice
参加 July 2020
408 フォロー中    27.6K ファン
$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!
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