Feb. 3 at 8:09 PM
$HROW saw this today..this speaks for hrow " Anyone who analyzes only the overall market ignores the fact that, in the long run, capital flows to where productivity, pricing power, and management quality are superior.
Opportunistic investing, therefore, means selectively identifying mispricings, cyclical excesses, and structural winners, rather than blindly following average performance.
Paradoxically, in a time of high index concentration and automated capital flows, more opportunities arise for selective investors because capital is allocated mechanically rather than analytically."
