#JCT Someone asked me, “When will I sell if JCT keeps dropping?”
Personally, I usually give a project three to six months of observation time—sometimes even extend it to eight months.
Why? Because if a project doesn’t show any clear movement over such a long period, then I’ll reconsider the logic behind why I bought it in the first place.
It could be that the team has limited funding, resources, or operational capabilities; or it could be that the project itself simply isn’t developing in the direction I expected. No matter which it is, it’s worth reevaluating.
I won’t sell just because it drops in the short term, but I also won’t stubbornly hold on to it just because I’m already down a lot.
I buy a thesis, not a price. If the thesis is still there, I can wait; if the thesis changes, then I leave.
Of course, this is just how I make my own judgments—not a universal standard answer. After doing this for a long time, you really do gradually develop your own sense of things.
Personally, I usually give a project three to six months of observation time—sometimes even extend it to eight months.
Why? Because if a project doesn’t show any clear movement over such a long period, then I’ll reconsider the logic behind why I bought it in the first place.
It could be that the team has limited funding, resources, or operational capabilities; or it could be that the project itself simply isn’t developing in the direction I expected. No matter which it is, it’s worth reevaluating.
I won’t sell just because it drops in the short term, but I also won’t stubbornly hold on to it just because I’m already down a lot.
I buy a thesis, not a price. If the thesis is still there, I can wait; if the thesis changes, then I leave.
Of course, this is just how I make my own judgments—not a universal standard answer. After doing this for a long time, you really do gradually develop your own sense of things.