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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: chaz who wrote (21820)3/31/2000 12:35:00 PM
From: Eric Jacobson  Read Replies (2) of 54805
 
Chaz:

So, with the thread's invitation to disagree: I propose now that all HUNT candidates must:

1) Be Profitable
2) Be suitable for the W&W list

OK, I'll bite and disagree for two reasons. First, being profitable isn't part of the gorilla game criteria. Second, it isn't possible to discern whether a company is suitable for the W&W list until you've completed enough due diligence to compile a Project Hunt report. It's not reasonable to impose this limitation on Project Hunt reports before they've been completed, and once they're completed they may as well be published with the appropriate findings regarding gorilla/royalty game and tornado status.

I agree with rushomore: I get a lot of value from Project Hunt reports regardless of the conclusions of the report. In fact, I get more value from the Hunt reports than most of the thread bloat that goes one here (how's that tekboy?). The reason is it helps us hone our skills, recognize there are several companies that have gorilla DNA even if they have not yet entered the tornado, and appreciate how rare the G&Ks we've all come to know and love truly are.

I can appreciate and understand Uncle Frank's and Chaz's concerns regarding the thread getting distracted by extensive discussion of shiny pebbles and other nonsense. This is something that has plagued the thread from time to time for a variety of reasons. I don't see Project Hunt as the cause - in fact, I think most of the Hunt reports done by thread regulars help cut down on extraneous banter because at least they put things in perspective in a concise set of posts. If there is excessive banter about a company that clearly doesn't meet the W&W criteria, then I agree with Frank it would be appropriate for a thread elder to step in and suggest the discussion be taken elsewhere, like to a company-specific thread.
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