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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: shamsaee who wrote (21715)3/29/2000 3:39:00 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>> Coming back to Moore's comments,I understood it as though he was endorsing investing in tornado's sectors without too much emphasis on the financials of companies involved.

I interpreted it differently. Moore leans towards valuation models. I think he was suggesting we not waste time on evaluating the financials of pre-Chasm candidates.

So to the degree that we engage in speculative searches, I would encourage us not to get too caught up in company financials until such time as we have confirmed tornado market warnings.
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