Profit taking, page-223

I like the point about investing in best in breed and selling only when something fundamental about the business changes. How do you stop yourself from getting into the behavioural problem of going “the market is wrong (having sold off by 25-50% or whatever) and I’m right” because that sort of thinking would have seen you hold on to things like Blue Sky and Get Swift - holders of those would have genuinely believed they were best in class for alternative investments and dispatching tech etc