Subject: Re: Morning Musings
What is the outcome you are looking for?
The expected outcome: Exactly this, to be punished and accused of

Do you want MungoFitch to apologize for making a recommendation?
...... Is it to discourage MungoFitch (or any poster) from making a specific stock recommendation?

Regarding the point of this post. It started with those ones:
by someone who doesn't know how to assess single firms.
.......
people who had that many stocks has a decent level of knowing how to assess stocks.

And me not believing anymore people can assess stocks (see previous posts). Re Dollar General Jim and others had an investment thesis. Jim got out flat or with enormous gains, thinking "part of that luck is the dates/prices of entry and exit". It was only that, perfect timing, as the thesis itself was wrong.

Not many have such a great instinct for timing. And while you and Lear, longtimebrk, rayt, Oscar, LongTimeBrk, MaxTheTrade and some others I very much respect are experienced longtime investors, far from everybody is.

So, yes, the point is to warn. To warn people to whom this:
I ... figure out when I think he is wrong and why I disagree.
does not apply and are tempted to simply "follow the leaders".