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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: the dodger who wrote (30651)	8/28/2000 8:00:55 PM
From: Rick	Read Replies (1) of 54805

Hi, All: There have been a number of important changes to the FAQ this week. First, Erick and darbyc have volunteered to set up a Web site for the FAQ and Gorilla and King list information. To check out what's been accomplished so far see xmission.com We've also had some discussion on whether or not to continue posting the FAQ to the thread after it's become established on the WEB. For now, we'll keep posting it on the thread weekly, as that is the only way we can insure newbies and lurkers actually stumble across it. Second, we expanded the CAP definition as follows: "CAP is really called SVA or "Shareholder Value Added", and is a type of free cash flow. It's basically reverse engineered so that rather than coming up with the value of the company, you come up with the number of years that justifies the value of the company based on market forecasts. The best resource [for CAP] is Alfred Rappaport's book called Creating Shareholder Value. The other name for CAP is 'value growth duration.'" – johndelvecchio. Third, I dropped the "ladyoh" links as they no longer work. Fourth, I'll detail the changes to the FAQ each week on the intro message in order to make darbyc's life easier. This Week’s Changes: 1. CAP definition enlarged. 2. Cree links added. 3. Yoda link changed. 4. “Lady Oh” links deleted: ladyoh.tripod.com ladyoh.tripod.com 5. Frontiers of Strategy link added. If anyone has corrections or suggestions please drop me a note. - Fred

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