I averaged down today. Like you said 11m for $9m KEA stake plus all their other investments is just a time trade to me. And they can be great trades if you have the patience. Buying during the big vol days usually comes at a cost. But that cost can sometimes be missing out. In this case it was a retrace. So strategically that is a buying opportunity assuming you believe the value is there.
I averaged down today. Like you said 11m for $9m KEA stake plus...
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