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While I seldom trade, I did sell a bit less than half my total position when TTM went north of $30.28. I bought those shares on the high side, and thought our recent run-up included a bit more exhuberance than reasoning.

Today is definitely one of those, "Ouch!" days. Here's one perspective on why this happened ...


Hang in there. All is not lost here.

All my best,

Long & holding
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