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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (30400)	8/24/2000 2:11:42 PM
From: Thomas Mercer-Hursh	Read Replies (1) of 54805

The ONLY way to appreciate a quantitative metric of any kind is within the context of all the qualitative metrics. Amen! And I would add understanding of the business, its products, and its market. I have had **so** many frustrating discussions over the years with people comparing two business, criticizing one by comparison with the other, when comparison was inappropriate or questionable!

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