Buy-after-the-fall lens reading two names: VEEV's drawdown as entry, SNOW's run as overvalued the fall-by-half lens drawdown in a compounder = entry, not a defect VEEV quality compounder falls first doubles severe drawdown entry trigger quality floor FCF margin GAAP profit doubling realized then trim SNOW already-run name ran first reads overvalued no floor no earnings floor missing under multiple