SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Art of Investing
PICK 47.02+1.2%4:00 PM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Sun Tzu10/27/2025 12:35:11 PM
1 Recommendation

Recommended By
rdkflorida2

   of 10454
 
If I had bought ANRO in August, I'd have missed 100% gains from its low in April.
If I had bought it in September, I would have missed ~50% gains from August.
If I had bought it in early October, I missed 100% gains from September.
If I buy it today, I have missed 100% gains from early October.

On the other hand,
If I had bought ANRO in August, after it had already doubled, I'd been sitting on 400% gains.
If I had bought it in September, I'd be sitting on 250% gains.
If I had bought it in Early October (which I did), I'd be sitting on 100+% gains today.

I wasn't smart enough or lucky enough to buy ANRO at the bottom or even in August. I bought it in October 7 - 15. But 100% gains in two weeks is not bad.

The point here is that how far a stock has come from its bottom doesn't tell me whether or not it is a buy. I could argue that on a risk adjusted basis ANRO was a better buy in October than in May. Back then it was still highly speculative. By October we knew their dug has real legs because FDA put them on fast track.

I don't usually average down and I cut my losses fast, but nor do I let a missed opportunity that I did not know about cloud my outlook. There is no such thing as a stock that is too expensive to buy or too cheap to sell. There is only calculated risk/reward.

ZBIO was another stock that I missed on. I even had a fair chunk and I sold it all because volatility increased without it going anywhere. Which meant the risks were increasing but the rewards were not.

This morning I bought my shares back. The stock was higher than when I sold it. But out of the 39% move it made today, I captured 34% of it. Not a bad position to be in. Not as good as if I had bought the dip. But it's the next best thing.


Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News