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No. of Recommendations: 3
Maybe you should ask the people who held TTD, TWLO, or SHOP and did not bail when there were temporary deceleration in revenue growths

Well, this is the very definition of cherry-picking, isn't it?

How does one tell the temporary revenue deceleration from a permanent one? How do you know you have a Twilio and not a Cisco? [I know they're in different industries but you take my point.] Or a BKNG: a category leader, a software company, 30% operating margins? Or Dropbox, which was the fastest to $1bn SaaS company?

I'm no genius though, I have sold out of ALL 3 of those names [with profits], even after I told myself to keep holding TTD and not sell too early. Okta, as well, sigh.
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