Old API Wind-down Ltd - Ordinary Shares ARLZQ

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[snootchybootchy]

All my best investments have been buy and hold.  I've tried doing the active trading thing but seems like I was either getting in on the tail-end of a momo play or I did not react to a falling stock price quick enough.  In the end, I just didn't find it worthwhile to actively trade.  And with a full-time job and two toddlers at home, I don't need the stock market to take up so much of my brainspace.  Goodness knows I've made alot of mistakes investing but I'm hoping I've learned alot of valuable lessons along the way that will help me in the future.  My approach now is to take bigger long-term positions on a small number of names, and smaller positions on a bunch of names I have less conviction on.  

Aralez is currently my biggest holding -- just because its stock price clearly has not accounted for the potentially massive revenues coming in next year and beyond, but also because the healthcare sector has been beaten up so badly and that will eventually turn.  I think Clinton and Congress and the insurance companies will indeed clamp down on companies with similar business models to Valeant and Turing and Mylan but right now, all drug companies are being painted with the same brush.  This tells me this is the perfect time to buy into pharma/healthcare companies with a more sustainable business model.