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Strategies & Market Trends : Buffettology
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To: Shane M who wrote (2966)1/28/2002 11:44:17 PM
From: Jurgis Bekepuris  Read Replies (1) of 4690
 
Shane,

>OT: I can't keep up with the G&K thread,
>way too much activity - I take it you play the game a bit?

G&K is definitely not "off topic" on Buffettology
thread. And I am trying to persuade G&Ks that
Buffettology is not "off topic" on G&K thread. :-)))
At least its valuation aspect... ;-)))

I buy G&Ks only as other Buffettology companies.
I don't look for tornado and I do apply the same
rather strict valuation criteria.
I sometimes relax my criteria on G&Ks a bit, but not much.

>I actually just ran some screens looking for companies
>in tornadoes to see what new faces arrive.
>Is a French company called Wavecom WVCM one
> being discussed over there?

No. That's the first time I see it mentioned.
You may try asking on G&K, though they are skeptical
about new G&Ks and will ask YOU to provide (mini)Hunt report
when suggesting totally new company. Which is quite
some work, though possibly enlightening.
Since my Buffettology criteria restrict me to
old silverbacks, I don't have a problem with that. :-)

OTOH, you may get a quick reply since there are a lot
of people there following QCOM and overall wireless
area. There are even people bending the rules. E.g.
WVCM does not satisfy 10B market cap requirement for
G&K, but some people are fine with that. ;-)

Jurgis - happy hunting!
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