http://www.vcconfidential.com/2007/0...ch-inform.html
Some of you may have seen this from my shared feed. I thought it was pretty interesting and somewhat counter to the way a lot of people feel about investing. It specifically made me think about someone like Barron, that chooses to use tons of data.
One interesting note is that the author talks about not only investments in small, relatively inefficient markets (venture capital), but also uses Warren Buffett as an example.
Perhaps Homer Simpson was right, "Facts are meaningless. You could use facts to prove anything that's even remotely true!"