Sometimes, despite solid research and reasonable expectations, a stock just doesn’t live up to the thesis.
For me, $STLAM (-4,48%) has been one of those names lately ...
What looked like a strong value and dividend play has turned into a persistent drag.
At some point, it makes sense to stop waiting for a turnaround and reallocate that capital where it can work better.
No bitterness, no drama — just a decision to move on, reallocate, and let that capital breathe elsewhere.
Curious how others handle situations like this tho ? — when is it time to move on from a lagging position?
