David A. SalemEmail: [email protected]: @dsaleminvestor
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Notes from the Diamond #9: How About Never
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This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results. Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
This is excellent, I appreciate the fearless moral clarity.
Another mind-expanding column, Rusty. I hope George F. Will is a subscriber. His towering intellect and knowledge of baseball would appreciate your insight, from once suggesting that the proliferation of new and trendy food times should have the Home Plate ump shout “Das Gustibus” instead of “Play Ball” as the last two words of the National Anthem to his observations in Men at Work, a keen insight into Tony LaRussa, Tony Gwynn, Orel Hirsheiser and Cal Ripken Jr. have stood the test of time. Oh yeah and one last thing as Columbo used to say. I think Joe Maddon is a genius, given what he was able to do with the Rays during his tenure here. Management bought into it and nobody has ever delivered more bang for the buck, except perhaps Billy Beane…
Thanks, Eric. I don’t know if fearless is apt here. But to the extent Note #9 plus others in the series shed useful light on perceived moral failings, credit for powering that light should be given primarily to ET’s guiding spirits, Messrs. Hunt and Guinn.
Thanks for your comments, Bob. 'Tis interesting to note that Mr. LaRussa has been credibly accused of having orchestrated during his tenure as Chisox manager impermissible sign stealing similar to what the '17 Astros executed. One wonders whether and to what extent Mr. Will has modified his highly favorable assessment of LaRussa since the publication of “Men At Work” in light of more recent revelations respecting LaRussa’s corner-cutting methods. FWIW, I still think highly of LaRussa as a baseball strategist and on-field manager, albeit less highly than I did when “Men At Work” was published initially in 1990.