Screening Based on Market Cap Tracing the Roots of Current Predicaments

Unique Insights Arise from Things you Wouldn’t Expect

It’s hard to have unique insights in this business, but they often just come from working on something that leads you to something else. I work with two analysts and every once in a while we’ll say, “Let’s brainstorm about new ideas,” but I can’t say we’ve ever come up with an idea that way.