Alan, I am not entirely agreeing or disagreein
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Posted On: 04/15/2017 9:06:01 AM
Alan,
I am not entirely agreeing or disagreeing. Like many things we read in the course of doing due diligence on a potential investment, I would look at snippets of information from them as well as many other sources.
Anyone who only looks at material which confirms the "bull thesis" for a stock is going to suffer from confirmation bias. I want to be able to look at the bear thesis as well and only then pick and choose the elements of each to which I choose to give credence.
I am not entirely agreeing or disagreeing. Like many things we read in the course of doing due diligence on a potential investment, I would look at snippets of information from them as well as many other sources.
Anyone who only looks at material which confirms the "bull thesis" for a stock is going to suffer from confirmation bias. I want to be able to look at the bear thesis as well and only then pick and choose the elements of each to which I choose to give credence.
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