China Growth Stocks

[Koufax]

SPRD - MW I suspect that Carson Block is now a rich man. He made a fortune on TRE/SNOFF. Most men become more conservative as they accumulate wealth. Thus, I would expect that Carson Block will not be risking his wealth by issuing really shoddy research (a la ONP) going forward.

Furthermore, I doubt that he would risk his reputation as the best gunslinger in town by issuing a letter like the one he sent to SPRD unless he was pretty confident that he has SPRD in a tight spot.

Only time will tell, but for now I prefer to swim in the wake of MW than to butt heads with him.