Table of Contents
Continuing Thoughts ...............................................................4
J.P. Morgan SMid Money List................................................12
Market Strategy – Performance Summary ...........................15
Theme Strategy Scorecard ....................................................19
The Barnacles Strategy Update ............................................20
The Captain PEG Strategy .....................................................23
Chapter After Chapter 11 Strategy Update...........................25
The Virtue of Liquid Book Strategy Update .........................27
The Small Dogs Strategy Update ..........................................30
The Wisdom of the Crowd Strategy Update.........................33
Appendices
Investment Ideas Summary ...................................................37
J.P. Morgan’s SMid Money List Methodology......................41