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Since I started writing for SA in 2015, I've been dedicated to tracking the performance of my ideas as best I can. Because of the way the stock market works, I've noticed that there is often a disconnect between the power of a narrative behind an investment idea and the actual results the idea produces. Stocks with good stories behind them tend to become overvalued, and when they correct, investors who bought too high on the basis of the great story, often lose money. At that point, the analysts who bought into