Focus on quality at this stage of the cycle. U don’t want to be starting new in pre-revenue, pre-EPS moon shots.

Focus on quality at this stage of the cycle. U don't want to be starting new in pre-revenue, pre-EPS moon shots.

Look for:
1. Stable multiyear EPS growth w/ forward EPS growth
2. Revenue growth in the 10-20% range is perfectly fine.
3. Free cash flow.

Stable steady eddies!

— Todd Campbell (@ebcapital) December 23, 2021