Ankush,
I like to build positions over time. The main reason is that knowledge is cumulative and its hard to know everything about the business and industry in round one. The counter argument against this is that if we don’t load up, then we might miss out on mouth watering opportunities. I am ok to miss the upside as the goal in investing is to protect the downside. There is no right answer to this question. Do what makes you sleep peacefully at night.
Regards,
Jana
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