Only The Lonely Can Play
Dear fellow investors,Great investment opportunities are lonely. History shows us the crowd behaviors to avoid and the investmentmarket circumstances to capitalize on. We believe we are at one of the great junctures, where the crowd thinks they unequivocally know the future. Simultaneously, they have left the stocks related to the unknowns for dead. What does history tell us about situations like this? What stocks are mega-cheap based on the unknowns?Q1 2020 hedge fund letters, conferences and moreHistory of Sure Things1972Disney and Coke were sure things at the end of 1972 in the “Nifty Fifty...