Thursday, February 17, 2005

Sell Side Research

The worst thing one can do is accomodate a sell-side broker. Today, I dealt with this. I emailed my answer, avoided a phone conversation and rejected the idea. I just could not get comfortable after speaking with management.

Investing and Physics

Thinking about an investing decision is like trying to solve a difficult physics problem. You constantly think and might sleep on it. And then all of a sudden, you know the answer. That's what it is when you decide to get in bed with a stock.