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TJ Terwilliger's avatar

Love seeing people hold themselves accountable! I agree with the others that this is a good framework. I like that you’ve checked in on the companies you passed on as well. Also appreciate the PayPal shoutout! 😁

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gere67's avatar

interesting post but a lot of stocks you never mentioned! looking forward to learn them better via a deep dive? I own Dino, Adyen and some call options in Inmode. stock has a bad reputation due to fraud: I think after q2 it will improve. I read somewhere that the company has cash reserves of > 45% of its market cap and it continues to be profitable. Excluding the cash reserves, the stock is trading at a P/E ratio of below 5. I think also it is a highly attractive buy.

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