southern flank , page-3

Best way to sum up a stock like GSZ so true thought i would share with you guys.


Read more: Rules for Small-Cap Investing http://dailyreckoning.com/rules-for-small-cap-investing/#ixzz2MSXioY00


It’s like Ralph Wanger told me last year in his Chicago high-rise…

How many guys go to the same chic bar every weekend looking to “get lucky”? Twenty hot shots scale the bar up and down looking for the hottest woman in the room. Then at the end of the night they all make their move — hoping to take the girl home. Problem is…

As they all make their move, they form a wall of drunk and sexually frustrated men around this one woman. Inevitably, she wants nothing to do with any of them and walks home — alone.

“Wouldn’t it be a lot better to look in the local library to find a woman?” Wanger asked me. “Most men don’t look there. It’s out of the way and not thought of as a sexy hangout. But a guy probably has a better shot of finding someone he could share his whole life with at the library than at a crowded bar with tons of competition.”

The same is true in investing, of course. The best opportunities aren’t the ones everyone is talking about already. The real money will be made by investing in the companies flying below Wall Street’s radar screen — the ones buried away in some library stack.



Read more: Rules for Small-Cap Investing http://dailyreckoning.com/rules-for-small-cap-investing/#ixzz2MSXioY00