Adding Risk or Compounding Profits?
The easy path to finding deep value stocks
Finding Cross-Sections Of Risk
I was reflecting recently on how all of my most profitable trades and best stock picks in the last 2 years had one characteristic in common.
The best stocks are hated for multiple reasons at once.
These are stocks that are out of favor for several of multiple reasons like:
“wrong” country
“wrong” industry
bad reputation
geopol…
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