We wrote and published these three articles on Medium today. Hope you enjoy them.
They are based on primary research, a new variant of our Chicago Quantum Net Score, and were motivated by gut feel and intuition over the past few weeks. We are changing our investing style to incorporate them.
We hope you find them valuable. Most of the points appear to be common sense, but it is how we put them together that has the impact we are looking for.
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President and Investment Advisor Representative