I also decided to sell 35% to free carry back at about $1.24. I still believed that my original thesis held up, but I was (and still am) not so convinced that tech shares are not subject to an "irrational exuberance" effect that an extended buoyant market has brought to the table.
I have pangs of "what if " regret on a regular basis, but heck, it makes sleeping at night a lot easier. I don't care about any transient behaviour of the SP anymore, and as long as the fundamentals don't change I'll hold for the eventual divvies.
It's so damn nice to find a company that I can really believe in!
NEA Price at posting:
$4.12 Sentiment: Hold Disclosure: Held
