Article by Adam Feuerstein
http://www.thestreet.com/story/12613057/1/tradable-biotech-stocks-events-for-the-second-quarter.html?puc=yahoo&cm_ven=YAHOO
In his book "The Black Swan", Nassim Nicholas Taleb proposes a barbell portfolio with 85% to 90% in extremely safe instruments (like U.S. Treasuries) and 10% to 15% in low probability, high impact Positive Black Swan Stocks. Please comment or e-mail me with your ideas for Positive Black Swan Stocks.
Showing posts with label Where positive black swans lurk. Show all posts
Showing posts with label Where positive black swans lurk. Show all posts
Friday, April 4, 2014
Friday, January 3, 2014
Where Positive Black Swan Stocks Lurk
http://seekingalpha.com/instablog/514243-emory-redd/2085602-the-black-swan-industry-the-major-risks-and-major-rewards-of-biotechnology-investing
The following image from the link shows the best places to find black swans:

My favorite sector is petroleum and natural gas because the risks and the rewards usually have some degree of quantification and oftentimes with a degree of downside protection. It is usually much harder and riskier to predict the next Biotech, or Google, or Apple, or Microsoft.
The following image from the link shows the best places to find black swans:
My favorite sector is petroleum and natural gas because the risks and the rewards usually have some degree of quantification and oftentimes with a degree of downside protection. It is usually much harder and riskier to predict the next Biotech, or Google, or Apple, or Microsoft.
Subscribe to:
Posts (Atom)