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Brian Feroldi
BrianFeroldi
Why did I invest in $SDGR? (Thread)Business model:Software: 1,300+ customers - enables rapid discovery of new molecules for drug development & materialsDrug discover: >25 collab programs AND a wholly-owned pipeline
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When I started "investing" in 2004 I had no idea what I was doingI couldn't tell you ANYTHING about a balance sheet, income statement, management...nothing!To prove just how bad I
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Tom Engle taught me to build positions in great growth stocks at "better and better value points" over timeHere's how to do it:Say I wanted to gradually build a position
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11 Reasons I will sell a stock:1: Thesis busted / I made a mistakeI was wrong on the moat $GRUBOutside forces matter more than I thought $KMIManagement can't execute $TRIPBrand
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