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Pinned straw:

Added 2 months ago

JP Morgan Research note from February 2024

Been a volatile period for holders and the below explains the factors quite well.

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Tempting to add at the lows but I always get distracted by some other shiny new thing now and then.

[held]

thunderhead
2 months ago

Thanks for sharing. Not sure when exactly the note was published, but there does seem to be a margin of safety v/s their revised price target now.

7

edgescape
2 months ago

It was around the time Data#3 reported their HY results in February

In the past I think I would have averaged down. Now I always ask would my topup of say $3K be better here or another stock that has better tailwinds and not well understood by the rest of the market? Hence the term "shiny new thing". And probably leads back to my post on "Occam's Razor".

I think in time this should come back. 7.30 was indeed tempting the other day. Maybe we could be at the bottom?

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