Below is a chart and brief excerpt from today's Early Look written by Hedgeye CEO Keith McCullough.
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Where would your Full Cycle Investing returns be if 80-90% of people you compete with don’t measure and map The Cycle in ROC (rate of change) terms? You and I are on the same team, don’t forget. I’m here to help you. The following quote comes from an awesome #process book I’m in the middle of studying called The MVP Machine: How Baseball’s New Nonconformists Are Using Data To Build Better Teams. It’s a big time process evolution from Moneyball (written in 2003). “For information friendly teams, Bannister continues the pursuit of perfection has shifted from ‘finding bodies that are already doing things well’… to asking ‘how can you leverage the data and what we’ve learned’ to making your team better.” “If experienced players in a centuries-old sport can be better than they thought, it suggests something exciting” (pg 11). If you aren’t excited about applying our process to yours, you absolutely should be. You have an opportunity to crush your competition! |
