Nothing goes 100% smoothly, so use the times when the market punishes a company for operating in the real world to invest in compelling companies.
The secret lies with regular reviews and adding or cutting as necessary.
When a great company becomes cheap due to factors outside its control, it's time to snap up some shares.
My investment thesis is playing out, so it's time to get some more.
Run away from this CEO and board of directors.
It's not just about body armor anymore.