October 2013: Reversion to the Mean

October has arrived and the excitement is palpable in the Bootstrap household.  A burning question needs to be answered in the next several weeks: What is Quinn going to wear as a Halloween costume? Last year we lived in a neighborhood with very few families, but this year we live in family friendly Willow Glen. We expect a veritable onslaught of sugar-crazed kids at the door.  Colleen is so excited she can hardly contain herself.
 
I think everyone knows how I feel about Fall.  Since the pace is a little slower this season, I thought I would take some additional time to write about one of the core investing concepts I think about at Bootstrap Capital.  It’s called Reversion to the Mean…
 

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