Subject: Re: live by the bubble, die by the bubble
Over the past 6 months, Micron is up almost 300%.

I only know this because my wife flagged it last night. I don't track Micron. I think I could handle a 1% sell-off if I were up 300%. :-)

On a more serious note, I agree with someone else on this board that I invest forever until the thesis changes. Market goes up, it goes down, and sometimes it 'bubbles'. Since I cannot predict the future with any reliability, I don't pay much attention. Sure, I leave money on the table...in hindsight. In the moment, I couldn't have predicted it. I buy what I think are good companies, and I sit on them for years. Not flashy, but it seems to work.