Value Investing Farfetch Long Thesis (FTCH) - Feedback needed! |
- Farfetch Long Thesis (FTCH) - Feedback needed!
- Nautilus (NLS) Long Thesis - Please Critique
- What is the breakdown of your portfolios between long term "buy and hold" and short-mid term catalyst plays?
| Farfetch Long Thesis (FTCH) - Feedback needed! Posted: 30 Nov 2019 01:14 PM PST |
| Nautilus (NLS) Long Thesis - Please Critique Posted: 01 Dec 2019 12:50 AM PST |
| Posted: 30 Nov 2019 07:25 AM PST Since it's not literally everyday I find something that is undervalued with a catalyst for appreciation, how much of your portfolios do you keep in cash for special situations vs lower return "buy and holds" so that you don't go half a year without owning anything? Or do you try to stay 100% deployed at all times? I'm making the assumption that the catalyst plays aren't the best long term holds/get bought out once they approach full valuation. Sorry if this is better suited for the discussion thread. [link] [comments]  |
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