Seeking Alpha
  • Tom Guttenberger
    If 3/5 "Alpha rich" ideas are focused on the same sector, I seriously doubt there is alpha there. May have found my new contrarian indicator
    12/12/12
    Reply (3)
    • TruffelPig: Shipping stocks man, shipping stocks. Everyone hates them.
      12/12/12
    • TruffelPig: (Just kidding)
      12/12/12
    • Tom Guttenberger: Man, I forgot these even existed lol. Still I hear the words "fleet overcapacity" ringing in my ears..
      12/13/12