7 Comments

FTNT is great. Hold it and going to buy at every price down.

CQ, I also hold ENPH for a long term. I want to get your opinion since it's a huge drawdown but I'm not scared and am going to hold it for years (the same with FTNT).

Thanks for your work πŸ’“

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author

Hi Bohdan,

Please note that I am not allowed to give investment advice, only information.

Preferably, I'd like to buy Fortinet around $40 but I don't think they will reach these levels anytime soon.

Regarding ENPH, ... the risk is quite high but as you know, the stock crashed completely. As a result the company trades at quite cheap valuation levels today. The market will become more competitive though as Chinese competitors start to enter the market.

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Nov 7, 2023Liked by Compounding Quality

Thanks for your reply!

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BTW why did you decide to start another newsletter?

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author

Hi Bohdan,

What do you mean exactly?

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author

Just testing out a few things. I will import them to this website afterwards :)

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