A Game Changer, page-54

isd is an irrelevant example
it was a complete crap stock with hope and hype built in followed by multiple downgrades as Johnsham points out.

can you think of any growth stocks that had a “hard landing” despite an exponentially increasing yoy revenue (revenue is key to SP, not profit. As profit is assured if accelerating revenue continues)

eml has a runway for exponentially accelerating revenues for many years, only reduce or sell when it materialises that that trend reverses. I would rather sell at $19 having come down from $31 in 3 years time than sell now or only have a small parcel because I’m hoping the price comes down! And at $19 I would hate to think I only took a small holding at $4.60 because I was hoping against hope that I’ll get more in the 3’s! Even if it does see 3’s again (which is certainly possible, just unlikely), who cares if I’m seeing $19 in 3 years!?

any examples at all other than isd??