You're right, it was all there. But it opened on a negative, and...

You're right, it was all there. 

But it opened on a negative, and the market dropped.

It was through reading the Quarterly in detail, and taking the comments from (some) of the HC posters (the more balanced and respected posters, you know who you are), that I increased my personal holdings by about ~15% this week. I was holding a lot, now I hold more.

Don't take my post to be negative, I considered everyone elses reactions to be a blessing, allowing me to accumulate more. Now I need to find more cash quickly before this thing gets too expensive!