It was just bad. I’d done the research at the time, written things down. But it lived across notes on my phone and two different docs. The moment I found out was when I opened a position I was down on and genuinely couldn’t tell whether my thesis had broken or whether it was doing exactly what I expected. No idea what I’d said would make me sell. So I re-researched a company I’d already researched, except now I was anchored and looking for a reason to hold. Sorted it out since. What I do now is
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