CricPokChic Posted August 4, 2020 Author Report Share Posted August 4, 2020 $LVGO--U got to be kidding me Quote Link to comment Share on other sites More sharing options...
Meowcatp Posted August 4, 2020 Report Share Posted August 4, 2020 On 7/31/2020 at 3:39 PM, CricPokChic said: Hope u don't regret selling LVGO at $123 especially with next week Earnings coming up on Aug 6th. Yes I know, 😭 but I made profit too!! I knew that it will go up around earning, but didn’t expect it to cross 135 will you still hold? Quote Link to comment Share on other sites More sharing options...
CricPokChic Posted August 4, 2020 Author Report Share Posted August 4, 2020 20 minutes ago, Meowcatp said: Yes I know, 😭 but I made profit too!! I knew that it will go up around earning, but didn’t expect it to cross 135 will you still hold? Yes i will hold...not selling a single share.... My policy is never cut a winning stock when the company fundamentals are still intact..... Quote Link to comment Share on other sites More sharing options...
Meowcatp Posted August 4, 2020 Report Share Posted August 4, 2020 33 minutes ago, CricPokChic said: Yes i will hold...not selling a single share.... My policy is never cut a winning stock when the company fundamentals are still intact..... 👌👌👍 Quote Link to comment Share on other sites More sharing options...
idibezwada Posted August 4, 2020 Report Share Posted August 4, 2020 47 minutes ago, CricPokChic said: Yes i will hold...not selling a single share.... My policy is never cut a winning stock when the company fundamentals are still intact..... not a right approach i would say...valuation matters even with great fundamentals Quote Link to comment Share on other sites More sharing options...
Meowcatp Posted August 4, 2020 Report Share Posted August 4, 2020 3 minutes ago, idibezwada said: not a right approach i would say...valuation matters even with great fundamentals Do you still have AMBA? 😀 Quote Link to comment Share on other sites More sharing options...
CricPokChic Posted August 4, 2020 Author Report Share Posted August 4, 2020 12 minutes ago, idibezwada said: not a right approach i would say...valuation matters even with great fundamentals I disagree....Most of the Saas stcks have high valuations and are insanely growing still....could be because of covid.... Quote Link to comment Share on other sites More sharing options...
idibezwada Posted August 4, 2020 Report Share Posted August 4, 2020 10 minutes ago, Meowcatp said: Do you still have AMBA? 😀 i sold it years back vancle Quote Link to comment Share on other sites More sharing options...
idibezwada Posted August 4, 2020 Report Share Posted August 4, 2020 5 minutes ago, CricPokChic said: I disagree....Most of the Saas stcks have high valuations and are insanely growing still....could be because of covid.... aren't high valuations because of high growth..if you think the growth will be 50% for next 5 yrs and valued it for $1000 ...now if it is selling for $5000/$10000...whats the point in holding it? the reason is to hold it thinking your are wrong and the market is right some how Quote Link to comment Share on other sites More sharing options...
CricPokChic Posted August 4, 2020 Author Report Share Posted August 4, 2020 19 minutes ago, idibezwada said: aren't high valuations because of high growth..if you think the growth will be 50% for next 5 yrs and valued it for $1000 ...now if it is selling for $5000/$10000...whats the point in holding it? the reason is to hold it thinking your are wrong and the market is right some how u are correct...regarding LVGO the reasons i hold are future growth,dominant position,recurring revenue,high gross margin and management quality. .are u invested in any of the companies right now?? Quote Link to comment Share on other sites More sharing options...
idibezwada Posted August 4, 2020 Report Share Posted August 4, 2020 18 minutes ago, CricPokChic said: u are correct...regarding LVGO the reasons i hold are future growth,dominant position,recurring revenue,high gross margin and management quality. .are u invested in any of the companies right now?? I agree...but you should have valued at some number based on all the above right? Yes...MU, OZK Quote Link to comment Share on other sites More sharing options...
CricPokChic Posted August 4, 2020 Author Report Share Posted August 4, 2020 13 minutes ago, idibezwada said: I agree...but you should have valued at some number based on all the above right? Yes...MU, OZK can i know the reasons u bought these?and also ur avg on MU and OZK? Quote Link to comment Share on other sites More sharing options...
idibezwada Posted August 4, 2020 Report Share Posted August 4, 2020 8 minutes ago, CricPokChic said: can i know the reasons u bought these?and also ur avg on MU and OZK? OZK - Best bank in US. Lower than its BV (30ish). Got in at 22.6 (1/4 of my holding) MU - Bullish sector with low valuation . Got in 49.7 (1/4 of my holding) My goal is to CARR 25% safely....the valuations are low on these...so will see Quote Link to comment Share on other sites More sharing options...
CricPokChic Posted August 4, 2020 Author Report Share Posted August 4, 2020 2 minutes ago, idibezwada said: OZK - Best bank in US. Lower than its BV (30ish). Got in at 22.6 (1/4 of my holding) MU - Bullish sector with low valuation . Got in 49.7 (1/4 of my holding) My goal is to CARR 25% safely....the valuations are low on these...so will see cool...Good luck.... Quote Link to comment Share on other sites More sharing options...
MiryalgudaMaruthiRao Posted August 4, 2020 Report Share Posted August 4, 2020 On 8/3/2020 at 7:36 AM, CricPokChic said: LVGO SE FSLY me 2 Quote Link to comment Share on other sites More sharing options...
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