Thread by @RamBhupatiraju

Some see it as picking pennies in front of a bulldozer (buying beaten down growth stocks now, with so much Macro uncertainty ahead).

Some see it as planting the seeds now for good results later (buying into quality/growth Cos, buying w.r.t intrinsic value, with a 3-5 yr view).

If you know yourself well (i.e competence, goals, time horizon, risk tolerance, conviction, accountability, ability to tune out noise, clear head & strong stomach), next few months will be pretty interesting time for individual stock picking in your areas of interest/competence.

All that time spent online arguing about the Macro or defending your strategy & picks is better spent if you shut out the noise and dive into the actual companies/sectors (that you would want to buy for the long-term, if the Market continues to you opportunities).

If you can identify Companies with
-Secular growth opportunities
-Strong Competitive positioning in big end markets
-Strong Management (Competent, honest & transparent, LT minded with skin in the game)

-Preferably diversified Customer base with recurring & durable revenue (or high mind/wallet share)
-Core products strengthening, along with new offerings pickup
-Improving Margins and path to profitability and cash generation (if not already)

-No Financial risk (w.r.t Liquidity, solvency, need for debt offering)
-Reasonable dilution even if any (compared to the business value being created).
-Consider valuation more contextually

-Buy slowly as you gain more conviction and see the execution, or buy bigger (when you already have conviction, and Market offers big discount to your range of intrinsic value)

-Chances are high that we'll see good results over the medium to long-term.

/END