Q: Dear Peter et al:
I enjoyed your article , "This December, free up some time by ignoring these investing issues". A timely article. Well written. As a long term subscriber, I know that you live by these "principles" even when we pepper you with questions on target prices! :)
You didn't mention about what would make you "sell"! In other words, what are your exit strategies other than trimming your position sizes in those multi baggers!
I ask this b/c of my experience with Knight therapeutics, Payfare and a few others. Do you look at "opportunity costs" in your portfolio construction?
I value your words of wisdom, always!
I enjoyed your article , "This December, free up some time by ignoring these investing issues". A timely article. Well written. As a long term subscriber, I know that you live by these "principles" even when we pepper you with questions on target prices! :)
You didn't mention about what would make you "sell"! In other words, what are your exit strategies other than trimming your position sizes in those multi baggers!
I ask this b/c of my experience with Knight therapeutics, Payfare and a few others. Do you look at "opportunity costs" in your portfolio construction?
I value your words of wisdom, always!
5i Research Answer:
We wrote an article on this topic , here, and the same principals apply. Essentially, other...