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Nov 14, 2022Liked by Giuliano

Nice thread, looks like you are talking about my position in $BABA 🤪

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Great read G. Love this concept of a ‘Kill Criteria.’ I was speaking with a friend about figuring out optimal times to sell. I think this blends well with this mental model. For me the Kill Criteria would be when the fundamentals erode or price gets into bubble territory. I suppose you could attach some number representing risk to the value that might tell you it’s time to sell. Haven’t thought about that yet.

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Great article Giuliano. As a former player, made me happy to read about Annie.

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