'Good to Great' Stocks: Where Are They Now? [View article]
I can't say whether or not he is a dope about the put strategy. But he is SPOT ON about that dumb book. The most ironic thing in it is the "Stockdale Syndrome," where like Stockdale in the POW camp, those who face bad situations realistically survive. Great concept but AFAIK universally non-implemented by every organization I know that was big on this book.
'Good to Great' Stocks: Where Are They Now? [View article]