Ashton_1nvests
Oct 9, 4:45 PM
There are a handful of companies I would love to add to my portfolio if the price is right.
$APP has incredible potential in digital advertising,
$MCD is a proven compounder, and
$V has one of the strongest business models out there.
$MELI still has a massive runway across Latin America, and I think
$DUOL has a lot more room to grow than people realize.
I could easily see myself holding all five of these companies for the next decade.
But that doesn’t mean I’m willing to buy them at any valuation.
I’m perfectly fine being patient…
Great businesses aren’t going anywhere, and eventually the market tends to give you opportunities.
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