- Introduce metrics. (Episode 22) - Exit value - Integrated exit value - Compare Lump sum against DCA (Episode 23) - Closing thoughts for the year (Episode 24) - Success - I'll be doing this again - Hold the enemy to its own rules - Company mindset: balance sheets, ratios, managing risk - Simulate what would have happened in worst case scenario (Episode 36)(I've been waiting for 2 years to write this post) - Judge whether to double down. Should be the right moment during the bear market, sometime during 2026 (Episode 48). ![img.png](../images/chart_psychology_of_a_market_cycle.png)