>>Are you saying that any king or prince that Frank does not include in his list should sink without a trace, and not be followed here at all?<<
I agree with Frank's approach of reducing the number of companies in the G&K Index by using criteria of classification, size, and group ownership. However, I not not think we should be so restrictive with the W&W portfolio.
The W&W should be a place to cast wider nets. To have a variety of companies worth watching for different reasons. Discussing potential, discussing why companies are improving in their march towards gorilladom or why they are falling behind is instructive and useful. Companies that have not achieved king or gorilla status, like BRCM, BVSN and VISX should be on the list. I also think companies that are "forgotten" kings or gorillas - that is, those acknowledged to have such characteristics, yet not widely held by thread participants should also be included. These companies should be monitored to see if they can use their advantages to improve their status, market shares, stock outlook, etc., and discussion about them should be encouraged.
JMHO, of course.
StockHawk |
