How Smaller Companies Beat Giants | Equity Research: How to Detect BS

A discussion of (1) how smaller companies can beat the giants: Elliot Turner argues that singular focus around a core essence allows smaller companies to compete successfully against much larger competitors; and (2) how to detect "BS" in company communications: Phil Ordway talks about "baloney" detection, or how not to be swayed by communications intended to sugarcoat, obfuscate or deceive investors.