Bought $PLNT, $AVGO, $PODD. Thoughts?

Hi, The Core Idea All three of these companies (Planet Fitness, Broadcom and Insulet) are fundamentally sound companies caught in a company specific storm. They got strong earnings growth, healthy margins, and clean balance sheets. The reason for the sell of is valid but in all cases the punishment seems disproportionate to the actual damage done. $PLNT down 55% from ATH due to a failure in their marketing as admitted by their management during the earnings call. Essentially, they alienated thei