Honest question: you're carrying a name down 7%+ while the playbook advertises wide stops and patient 3-5% takes. Mean-reversion math gets fragile fast when a single loser runs 3-4x the intended stop width — the eventual round trip needs an outsized winner to break even. What's the invalidation line on this name for you, and has the original entry thesis expired or just stretched? Curious how you reconcile the discipline gap without breaking the contrarian edge.