Subject: Re: Unite Group (UTG), UK, falling knife.
I'm of rhe view that i want to be in the market anyway, buy quality companies on the numbers / moat but beaten down on price, take the view you're going to hold to 3 years and let it play out.

Check every 6 months against your intrinsic value calculation. If it's massively run ahead for some reason then that could be an opportunity to sell.

With Alphabet I listened too much to the noise around the whole market correction and sell off due to happen imminently and AI Bubble

I should have held firm as ive been through the same thing many times.

I was also swayed by the previous price action from the year before and that the price had run well ahead of my IV calculation. Give it another 3 months and selling may look OK but ive still missed out on c30%.