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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Boa Babe who wrote (13404)12/28/1999 12:45:00 PM
From: Apollo  Read Replies (1) | Respond to of 54805
 
Hi Jazzesq:

Go to post # 1781, May 7th '99 to read LindyBill's listing of the process he goes thru in making decisions on companies. Therein lies his original description of "THE RUSSIAN ARMY APPROACH".

Both Ruffian and LindyBill are 100% or > 100% into Q; they are the ultimate reinforcers of the winners. I think following the early posts in this thread is useful because Sir Dancelot lays out over time how he sequentially consolidated from multiple holdings into 100% Q.

Following this thread, and Lindy's postings, gave me the faith and impetus to go heavy into Q. I would otherwise never be 76% Q, and am comfortable with this, given the ability to closely follow the company with the help of several dozen posters daily on multiple threads, all scrutinizing the company under the proverbial microscope.

Apollo