With all due respect to my friend Doug, if “being early” means missing out on profits it is not “right as rain.”
I think DK may agree.
Dougie Kass
jtg
Like some, I don’t dwell on the mistakes I have made in the past. There is no percentage in doing that.
As I regularly write I make many mistakes and I am always in doubt.
I show my own primary analysis for subscribers and they can determine the merit. (Unlike others I don’t rely entirely on AI to explain my positions, I do it “bottoms us and top down.” And unlike others I don’t repeat the same thought/criticism ad nauseum – it becomes a “cause” for those people.)
I show most of my trades and investments in real time.
I admit to my mistakes and I try to limit the self congratulations.
To me, it is my analysis that has value to subscribers – as I often provide a logical, thoughtful and contrarian view. From there, subs should use their own knowledge, rely on others that they trust and weight all this in coming down to investment conclusions.
Doug Kass is a world-renowned hedge fund manager with decades of experience and success navigating through some of the most turbulent periods in market history. He is known for his time-tested analytical skills and ability to look past the current noise and herd mentality.
On TheStreet Pro, Kass provides frequent market commentary and investing ideas for active investors throughout each trading day in Doug’s Daily Diary. He also serves as president of Seabreeze Partners Management Inc. Previously, he served as a senior manager at Omega Advisors, a $6 billion investment partnership. He co-authored a book with Ralph Nader and the Center for the Study of Responsive Law called “Citibank: The Ralph Nader Report” and can be found as a guest host on CNBC's "Squawk Box."
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