One thing that has helped me as an investor, is before each earnings call for stocks I own, I write down what would make me sell the stock. Helps prevent thesis drift.

Started doing this a while back. I usually write a paragraph (maybe a couple bullet points) of WHY I own it, what would make me sell. If you find that over time, the paragraph no longer looks like the business you own, and that you can't reconcile or get down with the new thesis, its time to sell.

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Thesis Drift/Earnings Season

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