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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: areokat who wrote (33385)	10/19/2000 5:09:16 PM
From: Judith Williams	Read Replies (2) of 54805

Kat-- One of the ancillary benefits of Andrew Chan's ROIC and WACC analysis that Bruce Brown recommended, is that it forces one to not just "look under the hood" but get greasy. In deciding which intangible assets to add back--whether r&d, sales/marketing support expenses, or investment in startups--you first have to determine whether those dollars are mission critical. If they are, they get added back. If they aren't, they may help the bottom line (as in vc investments) or hinder it (as in sales/marketing support), but they don't fundamentally impact or grow the network effects. JW

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