Mike Lipper’s Monday Morning Musings
Investment
reactions to The Superbowl
The
investment art is a psychological condition. After watching the television
last night, I was struck by the following thoughts regarding our portfolios:
- Winning by not losing.
- Some advantages to smaller, faster players.
- Several times during the game the winner had uncovered players.
- Positioning was critical, moving the center from one side to the center.
- Going back to a player who recently disappointed.
- Having greater endurance.
- Different markets work differently – the aggregate dollars spent on advertising was probably the same as the teams spent on the game, if not more. Did not move many viewers, but probably worked.
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