tag:blogger.com,1999:blog-6718159251318954028.post412763002125662887..comments2023-07-02T07:02:24.456-07:00Comments on Bull, Bear and Value: IEHC Q2 Updatebovinebearhttp://www.blogger.com/profile/04228265833456707316noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-6718159251318954028.post-67172174379130686062014-11-16T09:49:16.829-08:002014-11-16T09:49:16.829-08:00Thanks for letting me know! Looks like we both mad...Thanks for letting me know! Looks like we both made the same mistake but losing 10% isn't so bad is it?bovinebearhttps://www.blogger.com/profile/04228265833456707316noreply@blogger.comtag:blogger.com,1999:blog-6718159251318954028.post-36362355968331259962014-11-16T07:19:36.650-08:002014-11-16T07:19:36.650-08:00Since I commented here before, I will just mention...Since I commented here before, I will just mention that I sold out of ITIC after the half year results. The company consumed cash over the period, which is a strong sell signal for me.My original thesis as also incorrect, but at least it was a loss with some useful lessons attached.soicowboyhttps://www.blogger.com/profile/03467756262148075091noreply@blogger.com