Thank you very much, this article is a masterpiece.
One question: if the thesis is still intact and the opportunity is still there, but the position has already delivered a huge return and maybe has less upside left… do you make tactical reallocations to buy other businesses with better upside or a more attractive risk/reward profile?
Thank you very much, this article is a masterpiece.
One question: if the thesis is still intact and the opportunity is still there, but the position has already delivered a huge return and maybe has less upside left… do you make tactical reallocations to buy other businesses with better upside or a more attractive risk/reward profile?
Thanks again for the article.
You bring rational to a irrational market. Totally worth being a paid subscriber!