FOLLOWING THE HERD = PATH TO FAILURE
Water (corporate disclosure) shapes its course according to the nature of the ground (internal company dynamics, current conditions) over which it flows (filings, press releases, IR); the soldier (analyst) works out his victory (anticipation not reaction) in relation to the foe (consensus, herd mentality) whom he is facing.
-Sun Tzu, The Art Of War
As modified by Langenberg & Company
WE DO NOT GIVE A DAMN WHAT EVERYBODY ELSE THINKS
Six successful outside of consensus industrial strategy calls since 2011.
|February 2011||White Knuckle Bullish / Hug Leaders||Positive call on GE, others|
|August 2011||By Any Means Necessary||BULLISH call when U.S. downgraded|
|March 2014||Watch Out For CRAP||Caught bad FX hit 6-9 months early|
|October 2014||Houston, We Have A Problem||Oil at $70 bothered nobody for 6 months|
|January 2016||Batten Down The Hatches||Called weak January, S&P dropped 8%|
|June 2016||Brexit!||No big deal|
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