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Title: A good investment guide
Review: I say good and not great for two reasons (the same reasons I give it 4 instead of 5 stars). The first half of the book is about rule breakers but unfortunately in never goes into too much detail so that I feel like I could've gotten as much from an article by David Gardner as I did from the first 100 pages of his book. The second part does go into detail, creating a quantitative framework for investing in rule makers. Unfortunately unlike some of the great investment guides there are no historical comparisons which show that their theories work. Like what is the correlation of their rule making score and stock price over a ten year period. Everything does seem to make sense but I wouldve liked it to be more scholarly.
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