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…