The Trillion $ Mistake

John Del Vecchio is a rare forensic accountant that sees opportunities both long and short (he runs funds on both sides including the newish forensic accounting ETF).  He did a short piece recently that isn’t publicly available,  but touches on one of the biggest mistakes in investing – ignoring valuations and going with market cap indexes.  We’ve done a lot of blog posts on the topic, including this one on Apple in 2011:  “Apple – Too Big To Succeed?”

JDV includes this great chart that illustrates investing in the largest company in the US….good idea?

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