Hi Vinny, Great article! And thought-provoking. With Europe seeming to be heading down the negative-interest route and the US going in the opposite direction, how much leeway do you think there is before the diverging paths undermine fundamentals?

What does this mean to me as an investor? I read the whole thing but didn't learn anything I can use - what am I missing?

Didn't ALCO go bust in fairly spectacular fashion not that long ago? I presume you mean you made money on it somewhere in the past, but the way this is written you imply it's still in your portfolio - care to clarify?

What's really random about this article is that some of these companies don't exist anymore (e.g. Hansen, which has not been HANS in years - now MNST) and Immucor, which was taken private almost 5 years ago. So this is purely academic, without any kind of rigorous academic comparison structure. I think saying 'wow these companies made money' should be accompanied by info, where applicable, that they lost it later....reader beware.

Aren't you aware that the FDA rejected Biomarin's drug last month? The writing here doesn't even make sense.

So, competition would lower prices...and the heck with all the students who couldn't go to college, is that your point? Poorly written article in general.

It's price. It needs to go lower!

Oppenheimer just recommended this stock today, what do you think about that?

Dead Foods? Was that ironic? I do tend to prefer to buy my meat dead.

Thank you for this. It's nice to see a clear, linear approach to analysis.