Ann: Quarterly Activities Report - June 2024, page-151

Yawn again.
There is always risk. You know that, everyone here knows that.
Don’t act stupid.
Wrt my portfolio mix - I have a mix to manage risk.
Simple.
As the risk-reward shifts with various investments, I rebalance accordingly.
Simple.
I also have other asset classes; again to manage risk.

I have no regrets buying AGY recently. Sure, my existing holding dropped in value on paper, but I got to add more at what I consider bargain prices.
For me it’s about the bigger picture and the longer term.

Ps. I like to buy when things aren’t so shiny, as I get more for my money, to grow over the long term.

At this point, imo, it’s arguably a matter of can the company ride out the storm and ultimately make it through, or will it die a sad death.
So far, the arguments I’ve seen here wrt the latter outcome are hardly convincing, imo, despite the enthusiastic claims and doomsday slogans.

Again, I ask where were all the armchair experts when there was 20+ bags to be made?

Don’t forget we’ll reconvene in 5 and 10 years to compare notes, and to see how all those calling the final score when it’s only half time are getting on.