SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Rick who wrote (37290)12/31/2000 2:31:32 PM
From: gdichaz  Read Replies (1) of 54805
 
Fred: You have raised a fascinating question of how to measure quality by quantitative means. Not easy.

As I have mentioned before, I once spent some time on this and am convinced that a series of quantitative indicators can give some clues for further analysis but not ever sufficient for a valid decision.

For example, the question is why is the "strong buy" being recommended? And who specifically is making that recommendation? (For example, perhaps less weight (to put it mildly) might be given to the strong buy recommendations in the wireless field by Marc Cabi and Ed Synder who seem to have an agenda than some others who seem to have done more serious homework and analysis)

Also the herd instinct is alive and well among analysts.

I would suggest that one of the great advantages of this thread is the chance to learn substance in some depth about technologies and companies who are tech leaders.

I would think that might be a better indicator than the ratio of "strong buys" by analysts.

Having said all that, probably a strong buy ratio is a useful initial indicator of where DD might be fruitful.

See it as a start for analysis, but at some point, plain ole judgement based on non quantifiable stuff has a role IMO.

Best.

Cha2
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News