Subject: Re: Thought exercise
And which are those, certain / closed position early?

And looking back in those experiences how has your investment methodology changed now?

That's why I've moved more towards the coffee can approach, although sometimes I invest and change my mind when Prosus jumped from 40's back Upto 70's I lightened up and when Meta jumped from 100's to 300's again I lightened up a bit and purchased Alphabet with the Prosus proceeds and Tencent with the Meta proceeds, the reason being I'm happy for them to be coffee can stocks. Since I sold Meta and Prosus have dropped back a bit but I'm happy to hold the rest and see what happens. So if I take the coffee can approach there's even fewer companies in that camp!