mettastar Posted August 5, 2020 Report Posted August 5, 2020 i think we can add $TDOC it has good potential to bounce back Quote
idibezwada Posted August 6, 2020 Report Posted August 6, 2020 8 hours ago, CricPokChic said: Didnot like the merge news.....Will put the proceedings into my other holdings..... As per your logic ..it still has lot of growth left and great management noo? Quote
idibezwada Posted August 6, 2020 Report Posted August 6, 2020 1 hour ago, mettastar said: i think we can add $TDOC it has good potential to bounce back Biscut.. at combined valuation of 38 B pedha biscut...even at current growth rate its not sustainable...more over covid is not going to be there forever for the company to grow at this pace Quote
idibezwada Posted August 6, 2020 Report Posted August 6, 2020 TS..what are your findings on BOMN? Quote
CricPokChic Posted August 6, 2020 Author Report Posted August 6, 2020 17 hours ago, trent said: SE lo juice vunda inka or over a uncle SE is my biggest holding in my portfolio now after selling LVGO Quote
CricPokChic Posted August 6, 2020 Author Report Posted August 6, 2020 15 hours ago, idibezwada said: As per your logic ..it still has lot of growth left and great management noo? nope....TDOC growth rate is way less than LVGO and now the main management is TDOC ..not LVGO....and I invest only in hyper growth companies,not in slow growth ..... Quote
trent Posted August 6, 2020 Report Posted August 6, 2020 8 minutes ago, CricPokChic said: SE is my biggest holding in my portfolio now after selling LVGO konacha SE ippudu? Quote
CricPokChic Posted August 6, 2020 Author Report Posted August 6, 2020 Just now, trent said: konacha SE ippudu? U have u make ur research and decision as it ur money....I can only say its great company with triple digit growth rate and my biggest holding now.... Quote
trent Posted August 6, 2020 Report Posted August 6, 2020 7 minutes ago, CricPokChic said: U have u make ur research and decision as it ur money....I can only say its great company with triple digit growth rate and my biggest holding now.... deni gurinchi detailed analysis ekkadaina vunda? Quote
mettastar Posted August 6, 2020 Report Posted August 6, 2020 8 minutes ago, trent said: deni gurinchi detailed analysis ekkadaina vunda? https://www.fool.com/amp/investing/2020/08/01/where-will-sea-limited-be-in-10-years.aspx?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article&__twitter_impression=true 1 Quote
CricPokChic Posted August 6, 2020 Author Report Posted August 6, 2020 9 minutes ago, trent said: deni gurinchi detailed analysis ekkadaina vunda? Here is one article below: https://www.fool.com/investing/2020/08/01/where-will-sea-limited-be-in-10-years.aspx Will send more when I find anything more.... 1 Quote
idibezwada Posted August 6, 2020 Report Posted August 6, 2020 1 hour ago, CricPokChic said: nope....TDOC growth rate is way less than LVGO and now the main management is TDOC ..not LVGO....and I invest only in hyper growth companies,not in slow growth ..... okk..makes sense..but you dont know whats the growth YOY untill the company release the numbers right? and those nos change each quarter...if LVGO sales are growing rapidly why would the growth slowdown just because it got acquired? ..if you have a company growing at 50% YOY which is costing $100 and company growing 20% YOY costing you $30 which one do you think is a better bargain? Quote
CricPokChic Posted August 7, 2020 Author Report Posted August 7, 2020 21 hours ago, idibezwada said: okk..makes sense..but you dont know whats the growth YOY untill the company release the numbers right? and those nos change each quarter...if LVGO sales are growing rapidly why would the growth slowdown just because it got acquired? ..if you have a company growing at 50% YOY which is costing $100 and company growing 20% YOY costing you $30 which one do you think is a better bargain? I liked LVGO as a standalone...I thought the growth wont be this faster after the merge..I might be wrong.....anyway happy with my decision... Quote
Meowcatp Posted August 7, 2020 Report Posted August 7, 2020 DOCU and OKTA are down!!! do you guys think they are overrated? Quote
idibezwada Posted August 7, 2020 Report Posted August 7, 2020 10 minutes ago, Meowcatp said: DOCU and OKTA are down!!! do you guys think they are overrated? i think all the SAS stocks are over priced 1 Quote
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