7 Comments
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philip d's avatar

Lovely stuff, well done David

Panglossian Yield's avatar

Really amazing how the flexibility allowed the portfolio to beat benchmarks despite making a high conviction call that went the wrong way. So much to learn from it!

David Cervantes's avatar

I’m not in this business to lie to myself.

David Cervantes's avatar

Price > everything else.

Wolfgang Tsoutsouris's avatar

What is your holding period for SPHR? The fundamental thesis (aging boomer spending) is multi-year, but it's had a hell of a run. Interested to hear how you think of holding time frames in general. I'm trying to get more personal clarity/discipline on mine, not letting trades turn into investments, but also not taking good profits in the short-term at the expense of great profits longer-term.

David Cervantes's avatar

Will be evaluating every position.