There are so many great businesses to be owned right now. However, many of them don't qualify as great investments based on their financials/valuations.
Businesses that are impactful like Unity, Fastly, Cloudflare, digital ocean, GitLab etc.
Luckily, i don't own any of these names but really want to because they have great products. However, great businesses don't automatically mean great investments as they can stay stagnant for years.
Personally, very much conflicted as I see them either being acquired or having tremendous growth ahead of them. However, leaning more on opening a position in a few.
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