Mike,
<< that though Lindy thought I might agree with him, I really don't have an opinion >>
I do.
My opinion is that Lindy has GREAT instincts.
He was not necessarily born with a gene for this. He learned it.
I just vacated GMST 100%.
I did it in 2 stages, over several weeks.
I vacated with nice profit.
Lindy would have done it instantly, reflexively, and instinctively, either immediately after the flaky earnings release, or, worst case, after the revealing CC.
<< you took unfair advantage of me by basing your opinion on facts. :) >>
You reacted instinctively after reading Lindy's statement.
I thought about both your statements.
You make investment decisions with a lot of thinking about the decision.
I make investment decisions with some thought.
Lindy acts. Hair trigger.
We all do a lot of homework. We all make well reasoned decisions. Sometimes they are the correct decision. On balance they are all good decisions because they have some substance behind them,
Lindy chides himself for his Spring experiment. Would have worked, no doubt, under different market conditions.
Lindy has not asked me for advice, but I would say to him, it is now time to stick with the sound decisions he has recently made.
- Eric - |
