Thanks for the kind words about last week’s Periscope, This 4th of July, Take a Hike. This week, I’d like to give you a few updates, but first I’d like to pose a question and spark a conversation.
This Fourth of July, consider taking a hike.
Recently, I had the opportunity to take a hike in the Colorado mountains with some absolutely brilliant investment managers. That morning, by coincidence, one of their investment decisions would turn out well—in a very short period of time—and they were about to be quite happy about that.