Author: Simon Hudson

By JD Hayward While a spotlight has been cast on the carnage caused by the global semiconductor shortage, and the subsequent efforts of industry behemoths and governments to try and alleviate the problem, not a lot has been written or said about the smaller, upstream industry...

As published by Sanlam Glacier on 17 Sept, 2021 by Pieter Hundersmarck Admitting defeat on a share is psychologically difficult. It helps to have a process of reviewing and selling when your original thesis changes. The disposition effect relates to the tendency of investors to sell assets...