My next post will be a G & K overview of Exodus Communications. This company, in which I hold a very small position, is in an important segment of the E-commerce story, and is definitely in the tornado. My DD included review of the company website, discussion with Investor Relations, internet search for articles, review of recent posts on the Silicon Investor, Yahoo, Raging Bull and Motley Fool message boards; and finally review of several analysts'reports.
I provide this both as a personal exercise to improve my own G & K skills, and as one type of example in how to evaluate a potential King or Gorilla. Hopefully, future presentations by others on this thread will improve upon this model.
I conclude that Exodus Communications is in the tornado, and is a King in its category. I welcome comment and refinement of these postulates. I might add, however, that though I have RTFM twice, I have not read the revised version yet. It could be that Exodus is a Godzilla, but the definitions I could find in the revised manual seemed woefully incomplete and nebulous.
Apollo |
