Mike, I can't speak for others on the thread, but it seems to me that this single thread could become a sort of clearing house in which we severally identify logical candidates in a group of baskets, help one another decide for example, who competes with who, and then let each of us do our own dd on which to buy for our own portfolios. To be honest, I lack the expertise to even identify all the baskets, much less find the players in each one. Given the players, I'm fully capable of doping out which has the fundys to go the distance, and I've got enough technical expertise to time my buys and sells. But we can help each other...ie, telescope the time it takes to become alerted...find those present and future leaders. Chasing down 30 threads or more is just not productive....confusion, hype, irrational rather than informed opinion, analyst distractions...all these just get in the way.
By all means, keep the front office stuff coming. Let's find ways to get more just like it. Anyone have a different view of what we should or could be doing here? |
