Lou Whiteman

but it's an incredibly well-run company with a great opportunity up ahead.

I may be able to get it cheaper in a few weeks and I'm willing to accept the volatility, but thinking for the long-term, I still think they're early in their growth path.

I'll lean into this one.

Expectations are so high because for so long they've done so good, it felt like they were unstoppable.

Again, I think that it's more of just the reality of their market is going to step in here.

When you have highly valued stocks, if earnings aren't fantastic, there tends to be an oversized result.

We saw that with their last quarter.

Maybe that means expectations are tempered this quarter, but I almost feel like if it's another quarter of just not fantastic,

the narrative is going to be, it's over, and we could see an oversized reaction.

I hope not.

I own it too.

But I'm both ready for that and still very, very interested in the long-term.

Two things can be true at once.

Sure.

The first-round picks are off the board.

I have questions.

I'm reaching anywhere I look here, but I'm going to go with Salesforce.

I get why it's down.

Tons of competition.

Revenue growth has cooled.