Nice article, many truths. You need to be supremely confidend to hold Silicom as a core asset with this size, Soitec included. As you said, extreme positioning...I just wonder if you know something that 99,9% people don't:)
Ahah I wish! But I can assure you I don't. I just have a plan, and I know I'll respect it. As detailed in the article, if you know your maximum potential loss, sleep comes naturally 😉
Nice article, many truths. You need to be supremely confidend to hold Silicom as a core asset with this size, Soitec included. As you said, extreme positioning...I just wonder if you know something that 99,9% people don't:)
Ahah I wish! But I can assure you I don't. I just have a plan, and I know I'll respect it. As detailed in the article, if you know your maximum potential loss, sleep comes naturally 😉
Beautifully written, and resonates !
Thank you sir!