Posted: Fri Aug 26, 2011 4:42 am
Also, this research I feel is illuminating. Our real edge is in not owning those left tail stocks, since they kill your geometric growth rate.AFJ Garner wrote:Hmm, sorry about that. Perhaps this is what I was thinking of:
viewtopic.php?t=3300&highlight=blackstar
Also see attachment. Alternatively perhaps the whole thing was in my failing imagination.
http://www.michaelcovel.com/pdfs/blackstar-sell.pdf