Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Sell-Siders Flee Electronic Arts; A Great Time to Step In? (ERTS)

I should put it out there that I’m not a contrarian by nature. Sometimes I agree with what the ole’ herd has to say. It just so happens that lately, the sell-side community has been slicing the ball so severely that “zigging when they zag” seems the smartest move.
In many years of covering Electronic Arts [...]