Jun. 11 at 1:24 PM
A lot of high-quality names are sitting deep in the red over the past 12 months.
It’s always tempting to chase momentum, but historically the real returns come from buying strong businesses when sentiment resets and valuations compress.
$META -19%
$NFLX -32%
$MELI -34%
$NOW -47%
$ZS -58%
Same companies, same long-term compounding power, just a different entry point driven by price action, not fundamentals breaking.
