Portfolio Positioning: I'm Not Wrong, I'm Just Early
I can still buy Great Lakes Christmas Ale in late-January at multiple different stores. This is incredibly odd in my near decade living in NW Ohio.
I am not an expert. Have I made that clear recently? Jokes. That said, one of the things that made me moderately successful in my time as a research analyst is I find it fairly easy to think like a typical consumer. Because of that, I sometimes hypothesize an investment thesis based off an anecdote that I experience in my day to day life before digging …
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