Thread by @JonahLupton

These are tough days for growth investors but also why it's important to keep some perspective.

If you're a long term investor don't let a few days/weeks derail you from your investment strategy.

You'll never achieve big returns if you can't handle some pullbacks along the way.

Whenever my growth stocks pullback I tend to get more concentrated in my favorite positions where I have the most conviction. This doesn't always pay off but it's what works for me.

It's important for every investor to figure out how you want to manage through volatility.

Generally speaking, I think most investors are better off not micromanaging their portfolio or timing the markets because none of us are smart enough to do it well on a consistent basis.

I can't control what the market will do tomorrow or next week but I can control my patience & conviction.

My next Substack writeup (paid subs) goes out tomorrow: substack.jonahlupton.com

I also have lots of videos, webinars, presentations & interviews at youtube.jonahlupton.com

Two more things;

1) If you are an investor but not listening to quarterly earnings calls then you are doing yourself a massive disservice. I listened to 4 different earnings calls tonight and the information/details shared by management on these calls is incredible.

2) Don't be afraid to reach out to investor relations if you have questions about the company, their products, their business model, their reported financials, recent announcements, management changes, or anything else. IR is there to be a resource for investors -- so use them.