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Do not ignore these definitions. Your memory is unreliable under stress.
Never buy without a discount to intrinsic value. If you cannot calculate the intrinsic value, you are gambling, not investing. A 30% margin is the minimum requirement for this portfolio.
High debt kills companies during downturns. If Debt/Equity is > 2.0 or Net Debt/EBITDA is > 3.0, the stock is disqualified regardless of the growth story.
Earnings can be manipulated; cash cannot. Focus on FCF Yield. If the company is not generating cash, how will it fund the buybacks or dividends you are hoping for?
Sell when the thesis breaks or the valuation becomes absurd (e.g., PEG > 3.0). Do not hold "hoping" for a turnaround without data.