No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis: retrospective gain post without current actionable argument
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Hi guys, a lot of you were interested in my last post regarding my RKLB gain (now at +1815%)🚀
I had many comments/messages asking how I decided it was a buy for me. Unfortunately I didn't have a full written thesis on RKLB, however I did manage to find an old PDF of my thesis on AMD stock written a year ago & why I was bullish back when it was just $116.
Thought I'd share my thought process back then since now we can look back and see how it performed in that time & compare against the factors I considered when looking for this bullish longer term investment. Hopefully this answers some of the questions on factors I consider when stock picking. There was a bit more but couldn't fit it all in one post.
I'll drop a bit more of an explanation in the comments!