I can't take seriously so called "experts" who say they will never ever sell some assets, often cultish, such as SPCX or HYPE. Every time I dig deeper, they're either selling you something related or they're retarded. Imo there are three good reasons to sell good businesses: 1. Thesis changed or team disappointed you 2. Opportunity cost (better use of capital elsewhere) 3. Absurdly high price, often short-lived As Graham said: "Buy your stocks as you’d buy your groceries, not as you’d buy your perfume. Never forget to ask “how much?"
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