Ann: Market update, page-5

Fair enough mal85 and thanks for letting 'us' know rather than quietly disappearing!

Selling decisively when a thesis break occurs is a fine strategy imo. It takes discipline to implement it (as you did yesterday), and discipline is the cornerstone of successful trading/investing.

You may well be right that SRH's growth trajectory will stall for a while here with the competitive headwinds it's facing across some of its products. If it's just for a year or so (which is my guess), I'll be happy to ride it out. We'll see what unfolds... and that's what makes investing so interesting and enjoyable.