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Re: einstock post# 2612

Saturday, 01/04/2014 8:44:41 AM

Saturday, January 04, 2014 8:44:41 AM

Post# of 3756
enjoyed the latest newsletter very much... appreciated the history of this venture and the openness regarding how various stocks have been handled over the last year... so pleased to see this is an open process... the market is dynamic... as the investment thesis shifts it is vital to be able to shift asset allocation... falling in love with a stock and refusing to change course as needed is a recipe for disaster in a dynamic market place...

...also loved your point regarding nanocaps... their potential reward and risk... and the advantage the small player has regarding the ability to shift assets in thinly traded stocks... your service allows us to play in this dangerous space with more information and knowledge... and thus a at least a modicum of increased safety...

finally... appreciated your valuation process... i will add "disruption ratio" to my tool box for valuation exercises... appreciate all you do for us smaller players and for providing a very affordable and excellent service...

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