Now we see a clear long-term deceleration trend.
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It's purely the earnings numbers. Sentiment was negative going into the numbers, with a widespread expectation there would be a miss -- including us.
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The stock's had a big run. The way to do it on these shares is to wait for the opportunities. I prefer to recommend a stock when the expectations are lower,
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very good merger and acquisition track record.
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I'm worried about how well they can handle hyper-growth, ... It's very hard to maintain discipline when you're growing that fast.
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