Revolution Investing: Prepare for the stock market to throw a fit but stay focused on innovative companies

I like to focus on individual stock ideas, finding the most Revolutionary companies on the planet when their valuations are compelling.

A big winner has been SolarEdge Technologies Inc. , which has been volatile since we bought it at $ 14 a share four years ago. The volatility over short time frames has been meaningless to its long-term move to $ 300. I am still long SolarEdge, although I’m looking to hedge it with some puts/shorts on some other solar stocks that have been on fire lately but are not as Revolutionary. Maybe…

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