“Where is momentum most profitable? It will be in the small stocks, the stocks with little analyst coverage, the stocks outside the US.”
AE
Alex Edmans
The Rational Reminder Podcast ·
Quality At Value - Value Investing In Shares · Global Consequences: QAV AU #949
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keep the portfolio small to be able to invest in small ADT stocks that have no broker coverage
“Where is momentum most profitable? It will be in the small stocks, the stocks with little analyst coverage, the stocks outside the US.”
“Momentum will be strongest in small stocks and stocks with little analyst coverage because they are more likely to be under-reacted to.”
“A few small adjustments can add years of longevity to a portfolio.”
“Call the small business person, have them recommend some people… tell them you spoke to the small business person.”
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