Rudy & Rooster
· Rooster Global Portfolio Mastery Club
· June 05, 2026 at 04:19
| Read on Substack ↗
Summary
The author admits a mistake in holding KCN and explicitly tells readers to exit, citing a violation of the cardinal rule against emotional attachment to positions. This signals a bearish reversal on KCN and underscores the importance of discipline in portfolio management.
•Author issues direct instruction: 'GET OUT OF KCN'.
•Author acknowledges fault: 'MY FAULT' and broken 'RULE NUMBER 1 DONT FALL IN LOVE'.
•The article implies prior long exposure to KCN that is now being reversed.
Length9 chars
Categoryfinance
Ideas
Rudy & RoosterSubstack author, Rooster Global Portfolio Mastery Club
Author admits breaking rule #1 (don't fall in love) and instructs readers to exit KCN, indicating a reversal from prior bullish stance due to emotional attachment.