" ... now that I'm back in after a few months on the sidelines."
Somewhat similar here. I had been down to a core position in EXEL which I have now tripled since 28th June. So quite a lot of skin in the game.
- Let's see if we get some traction after Earnings and hopefully a positive outlook (provided there is still trust in management outlooks).
- Scangos + Morissey would be great, but alpha leaders suck at collaborating. Too much ego/testosterone.
- Otherwise putting up the "For Sale" sign and accepting this has run its course. We haven't gone anywhere in the last 5 years compared to the rest of NASDAQ. Our cash has earned us virtually nothing, sleeping in the bank.