Your boss runs into your office and slaps this report onto your desk: Don’t Sub-$3 Is Natural-Gas_Dont-Bet-Against-Innovation_Sub-3-Is-the-New-Norma
After reading the report and using your knowledge of how capital cycles work, what would you say to your boss about using the information in that report for investing? IF you wanted to make an outstanding investment, then how might the report help you? The video below might give you a hint. Remember that the JP Morgan report goes to thousands of portfolio managers and analysts, so how can YOU use the information to have an edge? Or can you? Comments needed in order to keep your hedge fnd job.
Mohnish Pabrai: Great Investors Podcast Series – The Steve Pomeranz Show
Good luck!
