Alan, I like the way you are building your circle of competence covering a very niche industry and an explored market. I'm sure this will give you an edge over long term. I also appreciate the fact that you are keeping a track of your own performance by highlighting all the previously covered stocks. For me the outcome is more important than anything else whether you are an analyst, an investor or a fund manager. So keeping a score is important and good job for being right 5 times out of 6. Keep it up buddy!
I put in a lot of hard work and hours of analysis to figure out exactly how a company's business model works and what hidden competitive advantage they have. I also try to figure out what the market is missing.
In all honesty, 5/6 is a small sample size and will likely mean revert, I'd be happy if my batting average is between 60-80%.
Alan, I like the way you are building your circle of competence covering a very niche industry and an explored market. I'm sure this will give you an edge over long term. I also appreciate the fact that you are keeping a track of your own performance by highlighting all the previously covered stocks. For me the outcome is more important than anything else whether you are an analyst, an investor or a fund manager. So keeping a score is important and good job for being right 5 times out of 6. Keep it up buddy!
Thanks Mehmood for your words of encouragement!
I put in a lot of hard work and hours of analysis to figure out exactly how a company's business model works and what hidden competitive advantage they have. I also try to figure out what the market is missing.
In all honesty, 5/6 is a small sample size and will likely mean revert, I'd be happy if my batting average is between 60-80%.