I am curious to see what you all think about closing positions when your investment thesis in a company appears broken. I may be in the minority here, but I wouldn't say I like to close positions in these companies -- say$Teladoc Health(TDOC.US)$,$Peloton Interactive(PTON.US)$,$Latch(LTCH.US)$, or$AppHarvest(APPH.US)$for me. I would love to have a "tidier" portfolio and put this money to work elsewhere, but most investors I admire have said that their biggest ...
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Violets :
I sell and reinvest all the time probably not the best thing LOL
FirstStrike Veteran :
I will do you one better than just taking on the vote button. I think you must take the to look into each company before investing in them dining because you asked this question. If your doing the research and your thesis turned out to be incorrect, then it's up to you to research more and try to understand what the company is doing for their shareholders. TDOC had a great run while the pandemic was more main stream, so now with the ease of the talk about Pandemic TDOC had suffered. What are there plans to take market share away from other companies? Are they actively trying to make the company better? I believe there are plenty of other companies doing what TDOC is going so what are they doing to be the best product out there? I hope this helps a little and honestly if you were to sell I think you would be selling near the bottom.
Revelation 6 :
I won’t continue to pour resources into a losing position. I don’t need to stroke my ego. If it’s lost, it’s lost. Time to regroup and reinvest somewhere else. Of course this doesn’t happen overnight. It takes some time to evaluate that a position has been lost.
Gainers: •$根科船务贸易(GNK.US)$+4.7% (positive Barrons article) •$NextDecade(NEXT.US)$+4.7% (files for 4618226 share common stock offering by selling shareholder) •$COMPASS Pathways(CMPS.US)$+4.7% (COMPASS Pathways presents largest ever study of psilocybin therapy at American Psychiatric Association annual meeting) •$Canoo(GOEV.US)$+3.5% (files for 48043111 share common stock offering by selling shareholder) •$American Axle & Mfg(AXL.US)$+3.7% (pr...
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A Broken Investment Thesis
I may be in the minority here, but I wouldn't say I like to close positions in these companies -- say $Teladoc Health(TDOC.US)$ , $Peloton Interactive(PTON.US)$ , $Latch(LTCH.US)$ , or $AppHarvest(APPH.US)$ for me.
I would love to have a "tidier" portfolio and put this money to work elsewhere, but most investors I admire have said that their biggest ...
专栏Today's pre-market stock movers: BNTX, JPM, RIVN, HPQ and more
• $根科船务贸易(GNK.US)$ +4.7% (positive Barrons article)
• $NextDecade(NEXT.US)$ +4.7% (files for 4618226 share common stock offering by selling shareholder)
• $COMPASS Pathways(CMPS.US)$ +4.7% (COMPASS Pathways presents largest ever study of psilocybin therapy at American Psychiatric Association annual meeting)
• $Canoo(GOEV.US)$ +3.5% (files for 48043111 share common stock offering by selling shareholder)
• $American Axle & Mfg(AXL.US)$ +3.7% (pr...
Puts on Latch heading down 9/30
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