Since going paid- what I'm holding, what I sold, what I wish I held, and the lessons learned along the way
Thanks for the shout out, Davy!
Thank you for Soitec Jason!
Congrats on your success! We’re in the throes of an historic bull run for an intensely cyclical industry. I’d argue for some more nuance in your decision rules about which stocks to #neversell and which to scale out of completely as they rip.
Something like Soitec I would completely hold onto.
It’s still sitting in a prime spot set to benefit a ton from the buildout which hasn’t even begun for now.
I might even just get myself a half position again
Thanks for the shout out, Davy!
Thank you for Soitec Jason!
Congrats on your success! We’re in the throes of an historic bull run for an intensely cyclical industry. I’d argue for some more nuance in your decision rules about which stocks to #neversell and which to scale out of completely as they rip.
Something like Soitec I would completely hold onto.
It’s still sitting in a prime spot set to benefit a ton from the buildout which hasn’t even begun for now.
I might even just get myself a half position again