Please remember their is good reason my first boss called me “an arrogant bastard”. I refused to listen to the conventional wisdom of Wall Street. I almost never agreed with the most highly respected Wall Street analysts and strategists.
That is why I am going to completely disagree with both Brad Cox and the bloodstock agent the picked BC winners Monomoy Girl and British Idiom. On the Ten Strike podcast they clearly disagree with my strategy. In fact, they very precisely say looking for distance pedigree on both sides of a horse is the biggest mistake they ever made. Cox very clearly states he loves miler pedigrees that he hopes he can stretch out. Both say you have to have speed and precocity in the modern horse. They put together a 9 horse portfolio where the key horses are 2 Munnings and 2 Into Mischiefs and think these horses can go two turns.
The Wall Street people I met were some of the smartest people in the world. But they worked in an industry where they were very highly paid to advocate the consensus. The consensus is very comfortable. It makes you a lot of friends. I have deep respect for Mr. Cox and Ms. Crow and what they have accomplished, but I do disagree with them. I think you pay to much when you go to the sales and look for precocious horses.
The strategy I advocate will make you feel highly uncomfortable, and that should make you happy.
Buying A Race Horse 