I agree with his opinion, but unfortunately the trend he described is destined to continue. This year, maybe the next Peyton will be seen in Sam Bradford with the Rams, who knows? It is interesting to see so much emphasis on something that has proven itself to be not very profitable. Thanks for the great post.
"While knowing how to value businesses is essential for investment success, the first and perhaps most important step in the investment process is knowing where to look for opportunities" - Seth Klarman