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Seeing so many companies miss on revs or earnings or lower guidance, have issues with supply chains or the macro environment really makes appreciate how $TTD $DDOG and $ENPH don’t effing miss. They get sold off when there are macro concerns or one of their industry peers shows weakness but as individual businesses they always seem to rise above to deliver and execute. These are the type of companies I want to own. Knock on wood I didn’t just jinx them.

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