The most successful guys I know on wall street are those who hold no beliefs when it comes to investments. they have no emotional attachment to any particular stock or industry. it’s a boring way to make money, but they seem to make a lot of it.
It’s sort of how I lost the ability to have fun playing Blackjack. About a year ago I went out and really learned how to play Blackjack “by the book.” I’m a lot better at it now, but the fun is gone- I play every hand in a predetermined way now, because that gives you the best mathematical odds. But that takes the fun out of it for me.