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Strategies & Market Trends : Value Investing
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E_K_S
To: FIFO_kid2 who wrote (78233)10/8/2025 4:12:47 PM
From: FIFO_kid21 Recommendation   of 78467
 
Basically if I know a business is in secular growth mode and is a leader I tend to selI my cost and let profits run. PSTG was a tough decision because it does have competitors but is certainly unique in its makeup of sales.

Any way I bought MRVL on the Q2 earnings sell off which didn't make sense in terms of the size of the hit and didn't want to overallocate funds to the tech space. I have also been slowly dribbling out (about 1/6 of my original INTC position).
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