Pre 9/24 readout, I looked at at Kiwi's thesis and where he saw the need to hedge because of a possible qualified success, I saw the qualified success as not half shabby worst case and I leaned in. The actual outcome launched off that base and never looked back.
I'm not as sanguine this time, as the platform for the launch is a squishy economy and a predilection toward stasis and nesting.
Still holding 100%, but prepared to wait it out, hopefully not forever....
The wife has been in a mild crisis so I've been tethered to the house. I'm making a Costco run, so with SF being an international port/tech center/educational center, we get the good stuff and bad stuff first. I'm curious what the state of merchandise/crowds will be on a Friday afternoon at Costco.
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