Wayne Himelsein, one of my best quant managers, told us why he bought Fortinet on January 1. The stock is up 5% since then, but the S&P 500 is up 6%. If the goal is to beat the market, was Fortinet a mistake?
Wayne Himelsein, one of my best quant managers, told us why he bought Fortinet on January 1. The stock is up 5% since then, but the S&P 500 is up 6%. If the goal is to beat the market, was Fortinet a mistake?
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