SDF steadfast group limited

I am a tad nervous to the extent such events out of left field...

  1. 12,124 Posts.
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    I am a tad nervous to the extent such events out of left field that cast negative aspersions on your holding naturally tend to make most investors, but I am not one to dash for the exits (for better or worse). Overall, the damage here hasn't been of the "puking bagholder" variety - maybe I'm just battle hardened as I have seen and been at the receiving end of a lot worse over my years as an investor.

    As you have alluded to, this is just a flesh wound in the long-term trajectory, and by and of itself, is no significant bearing on the investment case. Of course, there's always the lurking question of "is this the only cockroach in the kitchen?", so some risk management of oversized positions is well warranted I think.
    Last edited by thunderhead1: 11/09/24
 
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