Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric Jacobson who wrote (21877)	3/31/2000 1:17:00 PM
From: Thomas Mercer-Hursh	Read Replies (1) of 54805

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. While your point is well taken, I would disagree that one has to actually complete the full body of research if one realizes somewhat earlier in the game that there is a significant dis-qualification. In particular, it seems that one of two things tends to trigger Hunt suggestions -- rapid current growth or an interesting technology, the latter seeming to be more common. Thus, one often starts off trying to understand the technology, especially if this is not one's strong suit, and a quick check of claims and the competition may well reveal that either 1) while interesting, there is no current market for that technology which is likely to produce a tornado, 3) the technology is some years away from being ready to deliver in market terms, or 3) it becomes clear that the technology which was hyped is only slightly different than that possessed by competitors. In those cases, I think one could easily make an early report to this effect and skip the balance of the report.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next