Someone asked him ... "When will you sell your Kep Corp?"
He will definitely sell those positions that are supposed to be sold; but he didn't like the idea of cutting losses to add more cash to his growing War Chest.
His idea about cash may not be commonly understood by some retail investors.
Why cheer yourself over a bigger war chest when you are already struggling with lack of buying ideas?
Can we ever recover by cutting losses into cold hard cash by locking in negative return?
Remember, the stock market is unpredictable. Salted fishes can come back alive. It not just happen; but it keeps happening many times!
There will be right time at your own time to cut losses and switch horses as we don't need to win back the same way as we have lost them......