This is probably the stronger reason why HUNT should remain open, not closed or limited to those companies we perceive to be tornado-ing. The value chain formation precedes the tornado, precedes the bowling alley, precedes the chasm.
Not every company develops a value chain...some companies are merely part of someone else's. Could this be the first key to finding future gorillas...the first hint...if you can build a chain, you've got that special chance? Doesn't mean it's a sure thing, but without a value chain, you have no chance!
We have identified relatively few gorillas, and they've all been significant firms in terms of revenues, market share, profit growth. We've identified gorillas in those terms up to now. But looking back, before those things came to pass, each had a value chain we could have identified. Perhaps, learning more about what even we are doing, we should be looking for the earliest sign, and among the contenders in a given space, picking the strongest chain builder.
I might even go so far as to suggest that such evidence would be even easier to spot than revenue, share, and profit growth...who was it, Uncle West, (that name again <ggg>) who pointed out the ELON page listing all it's partnerships...right from it's own web page!
Chaz
PS...No, Mike. I'm not trying to put you out of business. Your talents would still be required to tell us when these chain-formers will become profitable. <chuckle-chuckle> |
