3 Comments
May 25, 2022Liked by Strat Becker

"The simple fact is there are a plethora of strong companies with unbelievable management teams, healthy cash flows, and large addressable markets that have recently begun trading at hefty discounts. "

Have you considered explaining

1) why you think they trade at a discount

2) why you think management teams are good?

3) healthy cash flows? I am pretty certain half those companies you are buying do NOT have healthy cash flows

This article is essentially saying on a long enough time horizon you can buy growth stocks and it will work out for you. that is not true. I'd bet a couple of the companies you mentioned won't even be around for you to realize the returns you are expecting, and decent returns on the others may very well not be realized for years and years, meanwhile your capital is stuck

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