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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: Mike Buckley who wrote (223)11/1/2003 1:20:39 PM
From: straight life  Read Replies (2) of 2955
 
OK... so if the company raises FCF 50% per year you're in...

MB: I don't remember writing that.

only you don't think they will and it's priced too high so you're out

MB: I don't remember writing that either.

"And are you in or out?

MB: Why would that be important?"

The remarks I bolded were direct quotes from your post,

Message 19454346

My own remarks which you quoted were my poor attempts to understand the conclusions that you'd reached using those quotes as a guide post.

As for your question, it would be important as I respect your opinion; I was interested in the conclusion of your value perspective and how you arrived at it, but was unable to see that you'd actually arrived at one. Hence my post.

When asking for your declaration, it's only fair that I declare my own. I own several lots; some for trading and some for investing, and I look at my trading shares through more of a technical lens.

I have the following question for the thread:

are we trying to make some money here? Or is this all a strictly theoretical thread, where pure debating points are made and countered to no apparent real world effect?

Is the real world of actually making money at the very least besides the point, and possibly too crass, in our arms length study of markets??

I mean no disrespect; a debating forum, wherein you use Socratic methods to uncover certain truths, would no doubt serve some purpose.
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