Subject: Re: BN fair value
Old dealraker, can I ask why you continue to hold?

I made a tidy market-beating sum on this thing and related (BPY) over the years, but I've slowly but substantially trimmed my exposure out of a years-long admission that I don't really know what's behind the curtains and out of some concerns re: changes in the macro risk environment.

So I'm curious why you continue to hold. I think you've mentioned it in the past (buy and hold principles?) but I don't recall the reason. My current belief is this thing is the "too hard" pile, if I'm honest, and I should dump my old holdings on that basis (getting lucky in the past isn't good grounds for maintaining a position). But I haven't brought myself to dump my remaining holdings.

Put another way, do you have a pitch on why I should hold?