I like to focus on individual stock ideas, finding the most Revolutionary companies on the planet when their valuations are compelling.
A big winner has been SolarEdge Technologies Inc. , which has been volatile since we bought it at $14 a share four years ago. The volatility over short time frames has been meaningless to its long-term move to $300. I am still long SolarEdge, although I’m looking to hedge it with some puts/shorts on some other solar stocks that have been on fire lately but are not as Revolutionary. Maybe...
"fit" - Google News
October 14, 2020 at 03:45AM
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Prepare for the stock market to throw a fit but stay focused on innovative companies - MarketWatch
"fit" - Google News
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