I can't point to anything company specific. I think the malaise is everywhere and it looked like there was a bit of panic about. With people reporting this as just a bear market rally rather than an improvement in business conditions, people were ready to jump out quickly.
I like BRM long term but really thought about selling out this morning for those reasons. I got caught out earlier in the bear market holding on thinking things couldn't possibly get worse only to see them get worse, again and again. Maybe I just let it happen again.
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