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

To: Pirah Naman who wrote (24117)	5/3/2000 11:58:00 PM
From: Mike Buckley	Respond to of 54805

Considering that the investment thesis we discuss here emphasizes maximizing opportunities while reducing risk, I think Pirah's paragraph merits repeating: "It was suggested to me that I must have missed out on a lot of early growth opportunities in the internet and hi-tech sector by not buying companies with negative FCF. I did - but so what? I don't need to get in on every opportunity to handily beat the market. There has been no shortage of great fast growing companies that were FCF positive, and that is true today. And in missing out on some profitable trades, I also missed out on a lot of losing opportunities." --Mike Buckley