The Unvarnished Truth About Stock Picking As a seasoned observer of the tech industry, I've often marveled at the hubris that afflicts some developers and engineers.
But few areas are as prone to self delusion as the world of stock picking. Rob Isbitts' recent foray into individual security analysis is a fascinating case study in this phenomenon.
Isbitts, a veteran portfolio manager with decades of experience under his belt, has spent most of his career constructing investment portfolios rather than picking stocks.