Who's still here?
It's been a pretty bad 2026 overall. No question. Who's still hanging in? I'm here just doing my thing. Picking off a few positions when they're down enough. Personally, I think it's a good time to accumulate. I don't seen any material changes to the thesis, just speculative cash has gone elsewhere. Feel free to say I'm a moron, or you're here doing the same.
u/Bertone_Dino — 10 days ago