You can be skeptical of their stock run-ups or concerned about their current valuations, but you cannot take away their incredible Business performances over the last year.
It's fair to be concerned about their Valuations, but even if growth slows down compared the last few Qtrs (expected in many cases), these Business are on a different trajectory compare to pre-COVID.
Lot of great points on the importance of having a strategy, process, discipline, patience, self-reliance, awareness of risk, biases/emotions, learning from mistakes & more.
Very important for investors (especially individual investors picking their own stocks) to figure out what your edge is, that will enable you for LT success in the Market.
W/o getting into too much details, below are some methods I recommend to improve chances of success.
1⃣ Informational edge : Most of the raw information is freely available to everyone, but if you can filter out the noise (media/stock predictions, random opinions), & focus only on the reliable sources (Co produced docs, analysis by investors you respect..) you can have an edge.
My $ROKU 📺story⬇️and some lessons in the thread below.
It's not often that I get add so many times at attractive prices in such a short amount of time, but that Mr. Market can be extra generous sometimes and you got to oblige.
Few general lessons (not recs)⬇️
✔️ Don't get stuck on your initial (not fully informed) opinions
✔️ Consider facts , updates from reliable sources and analyze with fresh eyes
✔️ When you have a good enough thesis, start a small position (don't wait for perfect entry points).