Thanks for mentioning this Gerald. This is similar to part of the strategy I used in Dynamic Fortunes. It looks at earnings in a vertical fashion - comparing how shares respond to each Q1, Q2, Q3 and Q4 report over time. Instead of how Wall Street looks at it, in a more linear fashion. I'll also include a breakdown in my next email as well!
Looking forward to a more detailed dive. I’ve been following you for quite some time and appreciate your insights. Miss your recommendations at Oxford - viper was great.
Thank you Matthew for your analysis. Same as Gerald, I also miss your recommendations at Oxford.
Thanks Richard! I appreciate that. I'll keep you and everyone else in the loop!
You’ve mentioned the VertEA strategy a number of times. Is there a good source to either obtain the completed information or the pieces?
Thanks for mentioning this Gerald. This is similar to part of the strategy I used in Dynamic Fortunes. It looks at earnings in a vertical fashion - comparing how shares respond to each Q1, Q2, Q3 and Q4 report over time. Instead of how Wall Street looks at it, in a more linear fashion. I'll also include a breakdown in my next email as well!
Looking forward to a more detailed dive. I’ve been following you for quite some time and appreciate your insights. Miss your recommendations at Oxford - viper was great.