Hi Bear,
I also exited Lightspeed yesterday, even down 30% on the day (because it deserved to be down 30%). Never looked back. It just reminded me how much more reliable our SaaS companies are.
And in spite of selling Lightspeed at down 30%, my portfolio as a whole, WHICH IS WHAT MATTERS (think hard about that), was actually up on the week, closing at a new weekly high close today, at up 85.7% (up from last Friday’s up 82.8%). It’s a question of just picking up and moving on.
Thanks for everyone’s helpful discussions.
Saul