Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DownSouth who wrote (21802)	3/30/2000 4:38:00 PM
From: John Stichnoth	Respond to of 54805

A Report on Project Hunt.--Anyone investigating a company, I'd urge you to put it into Project Hunt format and present it to the thread. Your thought process (and pocketbook) will be better for it. Your knowledge of a company and industry does not have to be perfect to do a project hunt report. The format gives a terrific framework for discussion of a candidate. And that should be the point of the report. On Tuesday, I received in the mail an MSDW writeup on a company (INFS). Over the next day I did a pretty brief study of the company, including the usual Yahoo pages, downloading the 10K and visiting their website. I took an initial (1/3) position in the company, and simultaneously--and almost as an afterthought--posted my Project Hunt report. It took less than an hour to actually write up. In quick order there were a number of really valuable observations and informative posts that have deepened my understanding of the issues surrounding the company. I haven't spent very much time in learning about this company, or its industry. The contributions of the thread have been very valuable. They've provided a real shortcut in getting up to speed. I urge anyone investigating a company to view it in Gorilla/King terms, and present your analysis, however brief, to the thread. You will get lots of good feedback. Best, John DS--You are right on the Mocromirror Device. It is TI's, and INFS lists this in their 10K as a risk to future operations. They are dependent on TI's making enough of these to continue their growth for a lot of their product.