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The article discusses three companies, two growth stocks to sell - First Watch (FWRG) and First Financial Bankshares (FFIN) - and one growth stock to buy - Sea (SE). First Watch has disappointing same-store sales, widening cash burn, and limited cash reserves, while First Financial Bankshares has muted revenue growth, underperforming earnings growth, and low valuation multiples. Sea, on the other hand, has strong revenue growth and is a promising investment opportunity.

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