Fundamentals and General Discussion, page-201

Thanks for sharing Onspeed, plenty of wisdom in that post.. I was curious regarding how you think about it more broadly (as a few things I grapple with / no probs if you don't wish to share):
1. when looking for your next investment do you start with an industry or thematic (ie could be energy security) and then try and find a stock to reflect that or do you find the agy and fdrs of the world through bottom up research (or a combo etc)
2. How asymmetric are the opportunities you typically target (ie min 5x or 10x etc)
3. I like the dual catalyst approach as struggle with when to take profit.. how do you think about profit taking ie would you reduce if your mc / price targets were hit if fundamentals were lagging? (I understand plenty of art vs science in each unique case)..

thanks mate