I think part of it is really the cash position. There is plenty going on that many should revisit their dd for. A revenue stream that doesnt start till next year may have caused a puse to try and wait for a better discount that may not happen. Self included. Thinly traded adds to the potential volatility. Maybe I have too many on my plate and need to refresh my own memory of everything that's going on. There's plenty! So yes, I do feel a bit of your frustration as well. Certainly don't want to be left in the dust so I do still have a nice position, but also no where near what I want for a decent run. I'll be building back up soon.
Best,
Jim
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