Thank you Tyler - the approach isn't going to be "new". It is going to be incremental improvement on the time-tested long-term value investing approach. There are a number situations and decision points where fundamental progress, or lack thereof, will influence my decisions. However, it's not like I am going to switch from intrinsic value investing to chasing momentum regardless of anything else =).
Look forward to seeing how this new approach is implemented!
Thank you Tyler - the approach isn't going to be "new". It is going to be incremental improvement on the time-tested long-term value investing approach. There are a number situations and decision points where fundamental progress, or lack thereof, will influence my decisions. However, it's not like I am going to switch from intrinsic value investing to chasing momentum regardless of anything else =).
I suspect no less! Really appreciate your work and thought process, Gary.
Gary - Bullseye. Well done.