This will be a short post.
I believe in investing, we need the connect the numbers to a story to make better sense of a business. U can call it growth modeling or revenue projection, but I feel both u can't really make it buy or sell call without both.
For a stock that I owned, I usually sit up when it falls 20 percent. I will ask my self to do 3 things. 1) Buy more, 2) Sell some or all, 3) find out more so that I can do 1) or 2) within days or a week.
This approach has mix results but it keeps me sanity and allow me to sleep well. I will share examples and what I have learn from them
A few examples.
Sembcorp Industries, SIA engineering etc. Both I have been accumulating as they retreat. SIA engineering has rebound from a low of near 2 dollars and to...