Investing - Is the Market Overpriced?

We could jump into this week's Listener emails you can email folks compounding at gmail.com And we will pull Some emails every single show and go over it on the podcast You could send us your portfolio. Just basically whatever comes to mind related to investing and I will Anominously pull it for the show and we'll go over it. The first question is someone asked Jeff How do you guys think through a business you were wrong about but also believe the market has over punished? Fast forward a year in growth has been flat, but the stock is down 20% Do you double down because the long term thesis is still in play? Hold until the business starts performing to expectations or