Third Quarter 2011 Update: “Testament of a Fisherman”

2011 3rd Quarter Fish IllustrationThe concluding agenda item of our weekly investment meetings is to re-visit a list we call “where is the consensus – where is the edge?” This is where we elevate our thought process to the 30,000 foot level and take stock of where we believe the greatest amount of consensus thought (think concentric circle) is taking place and conversely identify what resides on the edge of that consensus thinking… View PDF