Ann: Big Un Limited Market Update- Finstro, page-218

I would have ducked out early given the two headwinds. IMO Procrastination and hope in denial are two evils in a successful trade. I even got out of BTH (and that is a good stock!), everything in fact (except GSW which I will also dispose) and not looking to get back in anytime soon (my sentiments below). Valuations that were acceptable then/before will no longer be seen in the same light going forwards after what has happened at stock level and in the US.
https://hotcopper.com.au/threads/its-over.4002109/page-7?post_id=30946774#.Wn0tRU8UnIU