An interesting saga. I missed that “story stock”, fortunately. Mine was JDSU and ZILA.
But to this comment: Though LTBH is very popular here and espoused by David and Tom it is not the only game in town.
I seem to recall Saul himself writing within the past few months that he intends to LTBH most of his stocks, but he’s very flexible (and ruthless) about that when the business situation changes (e.g. rate of growth, management changes, etc). Which seems reasonable to me. When the story changes one has to process that info and determine if the reasons you bought-in are still applicable.