Watch out for those who use price to drive the narrative. If they liked a stock at $200 but stopped liking it when it reached $150 and nothing changed in the business of that company, then something might be wrong with their investment process.
I started to see this thinking creeping in to my view on Roku and it reminded me to refocus on the fundamentals. Roku's swing from $479 to $240 has some short-term merit, but the long term thesis is still intact. Great reminder to not let price drive your own narrative 🙌