Investment Fundamental- Holding Superior Growth

 

To summarized Level 2 concept: Buy and Hold on growth company that we understand very well. This concentrated portfolio contained moat companies with a good earning report. 



My focus on quality attributes which we can't find an answer in their financial statement. Stock such as Palantir was invested in their early from $10 before they were included in S&P 500 and Nasdaq 100. 

Fat-Pitch strategy approaches when the wide moat company is big discount price due to some reasons. I invested in Amazon when the share dropped to $130 in 2023. They invested in AI and robots to replace thousand of staff which will help to reduce costs and improve efficiency in their production. AWS is going to be their biggest income in the upcoming year given AI narrative it still early. Whenever there is a pullback from the market, I will pull out from the fund in level 1 to pick a cheaper price.

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