Yesterday, I sold two of my positions completely – BABA and AAP. I had been thinking about liquidating BABA for a long time, but AAP had just come up on my radar. It is important to make these decisions with the least emotion possible. Optimally, making the decision with no emotion is best, bu
While I believe the equity markets are generally overvalued at this time, there are always companies who are undervalued. In essence, just because most companies are overvalued doesn't mean that everything is overvalued.
