Cool post and great that he backed up his argument with data. My only beef with this article is that it does not follow logically that "bimodal" returns means

Cool post and great that he backed up his argument with data. My only beef with this article is that it does not follow logically that "bimodal" returns means that you want to get in every deal. That's the "throwing good money after bad" flaw that leads to addictions to video poker and the lottery.