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Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

Going straight to cell phones, you don't have to worry about it plowing into a bunch of other drivers.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

Yeah, we're heading all sorts of directions.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

How fast we get there, we'll see.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

Yeah.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

I mean, I would echo almost everything you guys said about, I'm a shareholder, I'm not worried here, but valuation does keep me from buying.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

I think they're a long-term winner.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

And look, at the end of the day, valuation is your ability to grow over what timeframe, right?

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

So I do think there's an argument to be made that if you're a long-term holder, you can do okay here, but I would probably not add to it unless it falls from here, just because I do think

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

Nobody knows what's going on.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

We just talked about it.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

It's shoot first, ask questions later.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

I don't think you can say buy in now and it goes straight up from here.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

I don't know if I necessarily want to catch this right now, but I lose sleep about a lot of things, guys.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

I'm not losing sleep over my Shopify shares.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

It certainly is interesting, isn't it?

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

It's certainly worth noting.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

I mean, look...

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

Even before the AI drama, there was a lot of competition in this sector.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

It was already an uphill battle.

Motley Fool Hidden Gems Investing
The Week Growth Wasn’t Enough For Wall Street

To their credit, they have done very well beating back the competition and establishing themselves.