Schenuser:
People have right to be excited about Poet because it is unique. How many
venture companies do youknow could claim they are going to change the fundamental of the industry?
How many small companies you know that could add the world class executives to their boards?
To dream big one should be able first to see the big windows, however the dreamer should take into account the associated risks and know that the is not such risk-free investment in the stock market.
By the way" The Kelly Criterion " doesn't apply to "the growth stocks". It may be applied to mature companies after applying a lot of constraint. So, extending its application to a growth company like Poet is not rally reasonable.
