Are You a Value Investor or a Social Arbitrage Investor?

I'm like 1,000% on Apple. I should have bought some of them. Do you think you'd be better off today if you just held on to everything you've ever bought or do you think that you were better off selling and actively managing your portfolio? That's a good question. Think actively managing because had I just bought half of those companies went out of business? Like I found that old login on Yahoo that showed, yeah, this company doesn't exist anymore. So we're our big trades that we've talked about on Del Monte are things that are trends that we spot before they caught Wall Street's attention.

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