I think that this was exactly Drew's point to you about the arbitrary nature of your posts. If I may, it sounds like you make calls by the seat of your pants, and not by some super-duper, mathematical, metric formula. And that's fine with me.
I think I tend to be a much more intuitive investor than an analytical one. It has certainly worked for me, but my intuitive sense is fairly good too (even if I say so myself). The negative thing about it is that it is hard to make a point based on intuition, rather than some awe-inspiring, super-duper, mathematical, metric formula.
Unfortunately, when we're wrong, we tend to look really stupid because people go and dig up these posts from yesteryear that had no basis in analytical fact.
Nevertheless, I prefer to let my record stand for itself (as it does quite well).
Regards,
LoD |