Great article, agree with your takes. One side-note though. It must not necessarily be a city-walk. Sometimes, you find interesting notes in investor presentations where management talks about 5 year plans. Often only a few people/funds notice..
This was very similar to the ideas Peter Lynch wrote about in his classic, "One Up on Wall Street." But every few years, people need to be reminded of some simple strategies that actually work.
Great article, agree with your takes. One side-note though. It must not necessarily be a city-walk. Sometimes, you find interesting notes in investor presentations where management talks about 5 year plans. Often only a few people/funds notice..
This was very similar to the ideas Peter Lynch wrote about in his classic, "One Up on Wall Street." But every few years, people need to be reminded of some simple strategies that actually work.
This was the first book that I read on investing. Great classic! The article is inspired by him.