Good post. This is a bet by Todd or Ted and if you want to piggyback, should be viewed through the lens of how big a bet it is relative to their portfolios. The

Good post. This is a bet by Todd or Ted and if you want to piggyback, should be viewed through the lens of how big a bet it is relative to their portfolios. The two of them have generated impressive returns thus far, and are high on my list of investors worth following.