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@sidecarcap This post implicitly suggests that only bad companies decline in price, while the stock price of good companies always goes up. I still think averaging down is a good choice to buy more of what you like.
@Jeffh4547@sidecarcap So averaging down on a good company is not good? I don’t understand your point. It seems like only bad companies go down, while good companies keep going up indefinitely.
@BerkelKip because the leitmotif of these times around these compounders is that many exceptional companies have always traded at high multiples.
But hindsight makes everyone a genius. I believe the only defensible approach is to buy exceptional companies at low prices.
@BerkelKip Ok with this. But he didn't answer about his margin call situation. On the one hand, he says the company is severely undervalued and that everyone should buy it; on the other, he's selling shares and pledging them off like crazy. I'd like to see this more clearly, honestly.
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