Dispersion is increasing and the corrections are starting to arrive, and after 3 years where owning the index was enough, this market has started paying the people who actually know what they own.

Back in January I put a company in front of you, and it’s the only name in our portfolio that hasn't gone up since.

3 weeks ago people asked me why we were shorting the stock at $8.26.

A company posted its best profit margin in 5 years last quarter.