So obviously not every stock in our portfolios is crushing it right now. Some positions are just… sitting there in the red. But I don’t think being down automatically makes something a “bad” stock. sometimes the thesis just needs time, or the market mood is wrecking everything short-term.
Not looking for hype or day-trading stuff, more like solid companies that are just out of favor, misunderstood, or going through a rough patch but still make sense long-term in your opinion.