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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Thomas Mercer-Hursh who wrote (42275)4/30/2001 10:06:48 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Thomas,

Numbers may be daunting to some folks, but frankly this doesn't hold a candle to the difficulty of really understanding a company, product, market, and competitors which is the hear of GG.


I think that's misleading. Having a spreadsheet that does all the calculations for a person is no help whatsoever. It's understanding all the ramifications of the numbers that is every bit as difficult as understanding a company and the so-called subjective stuff. That's because understanding the numbers is also rooted in subjective issues, as my previous post mentioned.

As an example. understanding all the factors that affect a PEG is crutical to having an understanding of the extent to the probablity that a PEG might be on the low or the high side.

Mike Buckley
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