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Small Growth Companies Can Recover. The Question is Which One.
By Investment Moats  •  October 31, 2024
Some friends were pretty haunted by the growth stocks they invested in during the Covid period. Covid was such a weird period that it pulled forward the sales and revenue growth of many companies but also almost bankrupted a lot of companies. It was unsurprising to hear people mention they made 200% on their portfolio in these growth stocks. These anecdotal comments seeded a lot of interests in people around me to pivot their portfolio away from these growth stocks. But they were shocked that when Covid ended, the share prices of these growth companies came down massively. The stock price of these companies looks something like Roku over here. Roku is also one of the companies that got pulled forward as we sat at home and watch more TV, bought more TV, and TV show subscriptions. Could we see what has came coming during that period? You could,...
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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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