i read and think much as you do KW.
i am building a short position with the maximum of a 2 year time frame.
In plays like that this it takes constant review and re-evaluation, but i remain quite confident still of the outcome; in fact, my confidence is growing.
But reviewing and re-evaluating i will do on a regular basis.
Learned from Soros bio that he reviews his major speculations constantly, even if they have a 5 year time frame, etc.
Discipline, patience and review review.:)
Thanks for your thoughts.Welles
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