$Micron Tech(MU.US)$Sandisk(SNDK.US)$Alphabet(GOOGL.US)
You must clearly understand what your investment logic is 🤔
What kind of facts are logical confirmations, allowing you to continue holding.
What kind of facts are logical falsifications, requiring you to sell.
Don't mix up short-term, medium-term, and long-term logic.
Even more so, don't comfort yourself when your investment logic is proven flawed and you're stuck in a losing position by saying: I bought good company stocks, I'm doing value investing.
That's not value investing, that's being stuck investing 😉
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