R59- I understand
IMO however, there was no way to know for sure what the odds of holding into earnings really were until I did a study. I spent about 100 hours on that study, and I feel that work was important. Either way, you have every right to feel your dd gives you a better clue of when to or not to hold into earnings. However as I stated, my dd before a report has not helped me at all through the years, but again, this is only from recollection. I don't feel it presumptuous at all to feel a study would be needed to substantiate your claim that dd increases the odds of a correct decision when holding into earnings. I do agree with you whole heartedly though that solid dd in general give you better odds of beating the market. I mean I firmly believe my success in the market for the last 20 years has had a huge amount to do with strong fundamental analysis, and even to some degree technical analysis.
By the way Re, Wadegarret portfolio has done very well overall, despite the big hit last year on the short side, plus GERN losses. I mean, still up around 185% since Jan 2022 ! It is a little time consuming to keep accurate record of all my trades and persistent updates, but only a few hours per week. SS is amazing, as he double checks all my math, and has corrected me many times already. Funny thing is, most of my mistakes go against me according to him !
