- Booking Holdings Inc. (BKNG)
- Copart Inc. (CPRT)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- CrowdStrike Holdings Inc. (CRWD)
- Celsius Holdings Inc. (CELH)
Q: Hi,
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!
Would you add to these names currently for a long term hold? Especially CRWD, AXON, CPRT, and BKNG, near or breaking out to new highs. Considering their valuations, growth, etc.. what order would you add and how much conviction (1-10) do you have for each name? Thanks!