Is there somewhere I can see the list of the 50 seasonal stocks you trade so I can put them on a watchlist?
We dont publish the list because it is subject to change. For instance, we had Valspar on the list (see Jeffs dispatch about this), and yet Valspar is going away, consumed by rival Sherwin-Williams.
Moreover, we dont want people front running. If they know, for instance, XYZ is the next stock Jeff is looking at, then people begin buying up those options and moving the price before he can make a recommendation. Then his ability to make that recommendation gets hindered, so he doesnt make it. In turn, everyone who traded ahead of the pack gets upset that he didnt follow the watchlist.
It creates too many problems that we would rather avoid.