1Mon·

Hellas Investment Community,


How do you deal with companies that convince you of their business model but run permanently?


Notable mentions:


$FICO (+0.09%)

$CTAS (+0.85%)

$MCO (+0.01%)

$SPGI (+0.28%)

$COST (-0.64%)


I've been watching all these companies for some time now and I'm seeing them run away from me.

Valuation-wise they are getting more and more expensive and were already extremely expensive at the time of first contact. Every time I analyze them, I decide not to buy them only to see them gain another 20% a few months later.


How do you approach such companies? How do you value them? How do you fight your FOMO here?


Good return and best regards from Vienna

4
10 Comments

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Simply open a small one-off position at some point and then buy in dips via a savings plan. CTAS
was always too expensive for me and has been on my watchlist for 2 years. In the end, I just bought it now. It has also paid off with other companies.
5
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Ignore them and find other companies that are more attractive according to your own criteria.

"You should never chase after a streetcar or a share. Just be patient: the next one is sure to come."
4
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Just buy it and see what happens. :)
3
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Get in with a savings plan, or get in on a small setback.

It is best to combine both.
3
I felt the same way as you for a short time at $FICO. Then I started a savings plan and haven't regretted it. +46% so far.
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