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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (11185)11/26/1999 12:28:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Frank,

I started looking through the fm trying to find a passage that supports my preoccupation with quarterly results...

Actually, preoccupation with quarterly results is admirable within the bounds of gorilla-gaming that emphasizes revenue growth during the tornado. I'm only suggesting that knowing the earnings report dates and earnings estimates isn't a prerequisite for tracking revenue if one is reasonably organized and has online access to that info.

I know a lot of people who know the consensus estimate and the date of the earnings report, but don't have a true handle on a particular company's core business. I realize that's not true of most people following this thread, but you get the point.

By the way, I'm using this holiday period as an opportunitity to do a second reading of Tornado. I'm using up a lot of page points with the idea that I'll be able to post some ideas that I think will be immensely helpful to us as we track the progress of the companies in the W&W portfolio. I hope we will be able to use these ideas to fine-tune an investment strategy that will be an improvement on the authors' strategy of buying a basket of gorilla-wannabe stocks. I hope so anyway.

--Mike Buckley
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