Recently, I have a lot of questions on my mind. I do not have answers to many of these. I read recently on CW and SMOL thoughts about financial investments. SMOL think of himself as a swing trader with a horizon of 6-18 months when equities is concerned. Hmm.. My record of buying and selling is not too far off from that, in fact, I think I have a strong trading mentality. Not that there is anything wrong with that, but it kinda of clashes with what I have in mind. I recently sold Sabana and Hpht. Both have a holding period of only 6-9 months. For both, some assumptions made are totally wrong, so I guess it’s totally fine to switch out. Not much of a loss. Then the next question, how often can we always get our assumptions right? When market turns, most assumptions will change. Valuation might ......