OT (sort of): MakeMoney, I wasn't going to say anything publicly but because you probably did virtually no DD, and used so little tact in your post, I must say that while you and I have stock in a couple of the same companies, you very rarely do any DD or at least give any evidence you do.
In stocks you own, you seem to mostly be a cheerleader. Any DD you offer is simply a rehash or what others have usually posted.
While I don't mind the cheerleading too much, I have asked you politely to "tone it down" with ALL the CAPS and rah rah. It often does more harm than good, as it sounds like hyping, even though I know you don't mean it that way.
Regarding your post tonight, if you had done even 1/10th the DD I have, or if you had posed your concerns tactfully in the form of a reasonable question, I would respect you more, and have no problem with it.
The same goes for anyone on any thread on SI
I have done about 100 hours of DD in this sector and spent over 2 hours on 2 separate occasions with Bruce Ranson, the CEO. playing devil's advocate and getting to know him and the business plan better. Also I have called Quantus Marketing and spoken with David Bremner and Les Weinstein, as well as spoken to Orville Baldridge at WorldVision.
If you really do have the "very HIGHEST regard and confidence in Dave Gores stock picks" as you say, then I would appreciate a more tactful and thoughtful approach in the future, or at least an account of your DD that resulted in your opinion.
Thank you.
PS-- you are basically a good guy and I wish you the best, but even friends irritate friends at times. Good luck with your and our investments |
