Often times we’re tripping over ourselves trying to outsmart one another. In a never-ending scramble to destroy thy neighbor and bury him in the bricks of his own hubris, sometimes the most obvious plays are the best. I am keenly reminded of this, especially with my new dot com story that I’m writing. Like assholes, we were always trying to find “the next Amazon” when the actual Amazon was doing just fine.
I did you all a favor, by screening for the very best companies. You don’t need to thank me now, but you do need to appreciate your grand stupidity in all of this madness. We’re all swimming in the same ocean, paddling like beavers for a little piece of dry land. Most of you, sadly, will drown and your bodies will never be found — lost forever in the dark sea — eaten by bottom fishers.
Criteria: growing revenues 50%+, more than $100m, stock +50% YTD, market cap over $1b.
BEHOLD:
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Momo!
Oh hell yea!!!
$GOOS , son
The FCF screen is golden. Truly the best companies out there.