It's very important to continue to question assumptions. When the market is hot, it's easy to believe that I'm the best stock-picker ever. While it's important to question and reevaluate yourself and your companies constantly, it's equally important not to let the market draw you into its manic depression. You're not necessarily wrong about a stock just because it falls. Rule Breaker investors need to keep this in mind more than your average bear.
Breakers are like kites in a gale.
When things are good, they fly upward with no end in sight. When things are bad, they get tossed to the ground. We've seen it repeatedly in this portfolio. You have to be ready for a roller-coaster ride when you board the Breaker train. You have to be ready to endure a lot of pain to get the pleasure of a wildly appreciating stock.