Monday, April 6, 2009

Strategy


In a strict sense, there wasn't any risk -- if the world had behaved as it did in the past.
 
 ----- Merton Miller, Nobel laureate
 
 
Every strategy should be evaluated not just on a "benefit of being right", but at least as importantly on a "cost of being wrong" basis
 
 ---   Vitaliy N. Katsenelson in Acitive Value Investing

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