I’m in, page-20

Well... I guess now we know what the market was telling us, CR at $1.25 will no doubt hurt the SP when many faithful holders were anticipating so strong reporting would drive her north.

Undecided about whether I need to simply press the eject button here or grit my teeth and accept a likely longer term proposition here.

This is not a bulky holding for me, so I can take a hair cut and live with myself, provided I make a better call with the capital going fwd.

And this is the key challenge to our investor mindset here: Rather than worry about the hair cut, I need to objectively assess if the capital I currently have in SLC would perform better in another position. If one has a stronger, more promising, faster growing nag in the stable then the money should be shifted there and the hair cut simply accepted. If one still believes strongly in the business and the team going fwd, staying & buying more makes sense.