RE:Added some to the pile Nice work bfw. 10% of the portfolio from a book value perspective is how I am approaching TH. The next 18-36 months are likely to be very rewarding and I do not want to sell until fair value is achieved. This will mean the holding will be a sizeable position in the portfolio - however part of investing in growth companies is to hold on until you've reached your investment thesis. Think AMZN, GOOG, AAPL, FB.