I think “Self-analysis and own thesis” serve one the best and true picture. There are many investors who invested in businesses these were not cyclical, concentrated geography, demat tailwinds etc. and created a lot of Twitter gung ho before investing and then moved out at slightest headwinds. Depend on your analysis because you don’t know what kind of analysis others did and what kind of investment duration they had planned for. There is a quote for every kind of market action.
Disc: Invested, don’t love my stocks but also don’t enter before considering all risks, have a medium term duration view, understand cyclicality and geographic concentration headwinds.
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