You may very well be right, but may I humbly suggest that you remain open to changing your mind as new information comes to the fore. Failing to adjust the investment thesis to account for new information is one of the key reasons for the substantial paper losses many of us are sitting on. However, failing to factor in & react to new positive information (like we’ve been seeing for the past 12 months) will also be the reason many investors will cut and run prematurely, and potentially miss out on substantial rewards.
best of luck.
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