Brendan Rose
Long/short equity, CFA, micro-cap, small-cap

Simulations Plus: A Lollapalooza Candidate At The Intersection Of Machine Learning And Biology

"See, the world is full of things more powerful than us. But if you know how to catch a ride, you can go places,"- Neal Stephenson, Snow Crash What stinks about value investing is we never get to hitch our wagons to anything cool. As Jobs, Brin, and Musk are doing sci-fi stuff, we're stuck worrying about burglar alarm switches. When you've got something like this in your portfolio - because you read your Graham and Dodd and swore a blood oath to it - but the damn thing is just sitting there, always profitable and yet trading below cash, doing nothing month after month as the Nasdaq flies, and all of a sudden your iPhone is ...
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