Great! you (and the market) have convinced me it was an error on my part not to follow the "meta" more. Thinking solar could see more attention down the road once the energy crisis cracks start to show.
Amazing work, i really enjoy your analysis as always. What I found out I struggle with is buying when prices in a short time exploded 70-100% like soitec and silc. Even if I really believe in this trend. Bit it deserves a lot bigger positions. I am trying to learn new aproach:) Whats your experience?
I understand to be honest. Always hard, but new trends tend to go higher. I always try to buy at a good region, if the stock I look at isn't there then I look at something else, or am patient. It's better to buy higher but on a great and healthy pullback than to rush into a position that will fall 25% tomorrow and make you sell.
My experience is that I know myself, I know how I would react in each situation, and know which decision is the best. If you can stomach that -25% because you believe in the position and accept that kind of risk. Then good. If not, then don't. There are other fishes in the market, or just be patient.
Know how you'd react. That's the key for this kind of position.
on solar, have you come across CSIQ yet?
No I haven't! Will have a look, thanks for sharing!
Great! you (and the market) have convinced me it was an error on my part not to follow the "meta" more. Thinking solar could see more attention down the road once the energy crisis cracks start to show.
Awesome write up as always!
Thanks! Glad you like it!
Amazing work, i really enjoy your analysis as always. What I found out I struggle with is buying when prices in a short time exploded 70-100% like soitec and silc. Even if I really believe in this trend. Bit it deserves a lot bigger positions. I am trying to learn new aproach:) Whats your experience?
I understand to be honest. Always hard, but new trends tend to go higher. I always try to buy at a good region, if the stock I look at isn't there then I look at something else, or am patient. It's better to buy higher but on a great and healthy pullback than to rush into a position that will fall 25% tomorrow and make you sell.
My experience is that I know myself, I know how I would react in each situation, and know which decision is the best. If you can stomach that -25% because you believe in the position and accept that kind of risk. Then good. If not, then don't. There are other fishes in the market, or just be patient.
Know how you'd react. That's the key for this kind of position.
You are still not too late for $gfs… $tsem $aixa also have attractive valuation imo….
Great article, thanks for sharing!
🤝
$