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Re: TTommy post# 4045

Sunday, 12/29/2013 10:48:44 AM

Sunday, December 29, 2013 10:48:44 AM

Post# of 55010
Well said Tommy

And for those who are disappointed that there are only 3 picks, they are missing the Scott's basic premise of investing...i.e invest only in "disruptive" technologies, with companies with solid management, good stock structure, capitalized (or means without crippling SH) and very low debt and solid business plan...

They are few and far between...you research and find them...if they are not there...you dont make them up to satisfy someone's need to have a full cup and who has an erroneous impression of "value" ie mistakes volume of picks as value vs quality of pick.

IMHO 3 is a perfect number, enough to have a substantial number of shares for optimum gain, and diversified enough to have the opportunity to hit big on at least one.

ps.Scott keeps to his principles, stays focused and presents to the rest of us less talented, the fruits of his hard and diligent work...for a pittance
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