The best return comes when a good business is facing some temporary headwinds otherwise usually everything is already baked in the price. The current issue related to corporate governance practices can be one such type of a temporary issue. Or it may even turn out to be game spoiler for many. Usually the line is very thin between the two extremities of add more or sell and many times it’s not so clear and discernible. It’s always individual’s choice and decision making at the end of the day. That’s why everybody’s returns are different despite almost everyone having the access to the same information.
I am not trying to be an expert here on forensic accounting but I will continue to hold and add more on dips till the time results continue to meet expectations.
Disclosure: invested and very likely to be biased though I try not to be.
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