Scott Fearon writes about dangers to invest in "fallen angels" like Go Pro and Fitbit and mentions a report from J.P. Morgan Asset Management analyst Michael Cembalest "The Agony and the Ecstacy"
http://deadcompanieswalking.tumblr.com/post/138019525037/so-you-want-to-be-a-stock-picker
http://read.jpmorgan.com/i/371035-eotm-special-edition/2
