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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (46214)9/4/2001 9:58:28 PM
From: Seeker of Truth  Read Replies (1) of 54805
 
Dear Everybody,
I have learned something extremely valuable from John Shannon, which is to focus on the cash flow from operations and not mix it with cash from options or otherwise raised. I suppose this is what he means by free cash flow. It does not depend on somebody buying your shares or your bonds. It 's not something that you CAN bill. It's something that you have already been paid. That point is worth a lot. No more perfunctory looking at earnings. Some companies that look like a king or a gorilla may turn out to be profitless or have very limited profitability when measured that way. The technology isn't the only matter to consider.
malcolm@mustkeeponlookingatvaluation.com
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