If you haven't expounded on this elsewhere already, I would love...

If you haven't expounded on this elsewhere already, I would love to know a little more about your sell discipline with regard to the positions in your portfolio.

For example, if APX were to shoot to the clouds and reach your expected price of $30+ with not much changing vis-a-vis your expectations, what would you do with the position? Are you the kind of investor who holds for multi-year periods regardless of periods of overvaluation, as long as you believe there is further upside/multibagger potential? Or do you take some chips off the table when things look overcooked/frothy? If the latter, how do you manage the selling, at a high level?

Thanks again.