10 Comments
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Simon's avatar

Great article. :-)

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OnlyHold's avatar

Thank you for the lovely insights. While I completely agree with your reasonings, what I'm struggling with is whether to average up on my winners or not. Because Mr. Market is irrational in the short term, if the company is doing well should I buy on weakness and if yes then how often? Would love to hear your perspective

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Simon's avatar

Averaging up is psychologically the hardest part of investing for me. I plunge with ease into falling knives, but struggle enormously with bringing up the cost base.

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James Emanuel's avatar

If investing is about risk adjusted returns - and I believe it is when done properly - then sometimes an investment is more attractive at a higher price after the risk has reduced. This may occur for any number of reasons - a stronger moat, the granting of a patent, a successful clinical trial, a strategic alliance, etc.

Food for thought.

I'll be writing about this topic in a separate post to be published in coming weeks.

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James Emanuel's avatar

I will be publishing another article in coming weeks that will answer your question. It involves turtles... that's all I can say at this stage. Hopefully you can wait a week or two?

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Eran Brener's avatar

Turtles as in Turtle Creek Asset Management and their approach to trimming and adding to positions?

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James Emanuel's avatar

No. I have a great deal of respect for the team at Turtle Creek, but this is not about them. It's a far more interesting story... (sorry for the cliffhanger!) It should be worth the wait.

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Eran Brener's avatar

Fair enough, I will wait patiently for it :)

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James Emanuel's avatar

Publication date: Monday 31st March 2025. The title will be "Three Stories Every Investor Should Know"

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OnlyHold's avatar

That's even better. I can't wait to read it

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