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Strategies & Market Trends : Value Investing

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To: Graham Osborn who wrote (56525)	1/1/2016 11:51:46 PM
From: Jurgis Bekepuris	Read Replies (2) of 78764

It's not a bad rule. The risk is that you gonna go for moonshots and crap the results out. I'm not gonna say it's a bad rule though. :) Currently, I have a similar rule: any position that is not owner-operator-hold-forever, should have at least 2x potential. Ah, one more comment about your rule. It's easy to say "hey, this company is microcap, so sure it has 3x, heck, 10x potential". Perhaps try to quantify that. What's the probability that it would go 3x in next 2-3 years? Why and how? Another comment: in mature bull market, it's tough to expect that even microcaps are both decent/good in terms of business/moat/etc. and they have a chance for triple. Something to keep in mind. It was easier to find candidates for your rule in 2010-2011. Good luck

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