Taylor Dart on MOZ in SAVery positive assessment, but in his usual conservative fashion, says to buy on pullbacks. He's pointed out some good companies - like MOZ - but if I followed his advice and waited for pullbacks, I'd have missed on some great stocks. If I like what he says, I do my own DD and then buy - or not - the stock. It's been a phenomenal year.
https://seekingalpha.com/article/4360058-marathon-gold-berry-zone-continues-to-bear-fruit