Investment Thesis
Adequate interest and reporting often produce market-price adjustments providing near-term gain opportunities which swamp returns from "conventional 'conservative' long-term passive investing" strategies.
Adroit anticipation of such opportunities often has better chances of capture and retention when investor attention and available liquid capital to be directed are employed. This is illustrated in comparisons of Five9, Inc. (FIVN), Microsoft Corporation (MSFT), and Adobe, Inc. (ADBE)
Start with the Reward~Risk Tradeoffs
Source: Author
This map locates securities at the intersection of prospective price gains (green horizontal scale) based on market-maker