Subject: Re: Morning Musings
I may presume too much, but I think on this board, my expectation has been that everyone is self reliant. There is no guru that people should follow and the choice to ride on/rely on other’s advice is up to you. We are all individuals free to make our own choices, and MungoFitch has not said anything to suggest otherwise.

For me what makes this board valuable (any stock board for that matter) is when people make a specific recommendation on an investment AND explain why. It’s so much work that I rarely do it and certainly not with the kind of data that people like Manlobbi and MungoFitch do. And they do it for free, not in a paid newsletter!

I am very grateful to have this board but I am especially grateful when someone is willing to put out a thesis with data backing their thinking. I try to encourage more of it, and try to avoid things that discourage it.

Because at the end of the day, I am free riding on the work of others. The data and perspective are learning for me even when I don’t act on the rec. I only sometimes wish that MungoFitch wouldn’t come in so strong (maybe not strong but more just constant persistence) on others who present a thesis for a different stock. Sometimes that can discourage the thing I think we would all benefit from. More people sharing their specific thesis on specific companies they think are high potential.