Stock-ify Wrapped 2023: Charlie Munger, Small Caps, and the January Effect
<p>This is my personal “Stock-ify Wrapped”, or the market-related questions I’ve heard most frequently this past year, highlighted by those seeking advice on what to do with their JFrog stock (having recently transitioned from its Head of Strategy to a new initiative). I’ve been glad to offer some feedback, in that <strong>I have not sold a single share</strong>.</p>
<p>More popular analysts have gone the other way, for example <a href="https://www.stockmarketnerd.com/" rel="noopener ugc nofollow" target="_blank">“Stock Market Nerd” Brad Friedman</a>, who exited his position on October 26, writing: “How can innovation and effective selling take place when the minds of Israelis are clearly on other things?”</p>
<p>My decision to hold has had nothing to do with knowledge of how well the company might execute, how competitors are doing, or even insider buying or selling.</p>
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