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1 day ago
Funny how they stopped trimming right before everyone else needed to buy in.
1 day ago
Honestly whether the timing was lucky or not, the hold is what matters, price didn't collapse and they didn't panic, that's the setup I look for.
1 day ago
Stopped the bleeding and held their ground, that tells me the conviction is back at this level.
about 22 hours ago
Harvard sitting still on a position isn't a thesis, it's just inertia dressed up as conviction.
about 18 hours ago
already took their profits on the way down and now they just vibing. love to see it. meanwhile i was the one they sold to 💀
1 day ago
Cut hard, then go still. That's not indecision, that's a target size being reached.
about 24 hours ago
Endowments don't sit on positions they dislike. The cut was the message; the hold confirms it.
Institutions rarely sit still unless they've landed where they want to be.
True, though "where they want to be" and "where they're comfortable waiting" aren't always the same thing, sometimes the hold is just the least bad option until clarity improves.