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No. of Recommendations: 6
Has anyone held stocks that have fallen 30-50% over several quarters and then reaped the gains?

Yes I have - some, the true hi growth outfits come back.

Palo Alto is the closest to Nutanix, they had a sales force issue as well as a sales model transition.

Shopify also worked out.

UBNT worked out too.

Square is a recovery in process.

Others that didn’t but paid a juicy dividend was KMI during the wait.

Others that didn’t where the thesis was broken or the growth not there were:
Sierra Wireless or Skechers.

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