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: johndelvecchio who wrote (37383)	1/2/2001 2:31:19 PM
From: Pirah Naman	Respond to of 54805

John: My main gripe is that he doesn't show an investor how to reverse engineer the process My bet is that he uses a full-on program that he would struggle to explain. Sort of like using the "goal seek" function on a spreadsheet. No doubt somebody in his group can explain it, but make it something the average person can use? I've never seen one of his reports, never even heard of him until the interview was posted, so this characterization may be unfair to this particular guy. But it does seem to me that keeping the process a bit mystical or "over people's heads" is intentional with many. Whereas a simple FCF analysis or reverse calculation to get expectations can be made accessible to most of those willing to devote a finite amount of energy to the learning. w that if I could really get my arms around this stuff - beyond the theory - I would eliminate a lot of mistakes. Whose mistakes? What mistakes? - Pirah

To: johndelvecchio who wrote (37383)	1/2/2001 8:49:58 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

John, but if you're going to talk about it but not show people how to do it, then you are just another talking head. I think it comes under the category of: if you're going to tell people what you know, no one will buy your book. If you write the book, you can't charge people for what you know. And in Maubossin's case, if you tell the financial community how to do they're job and if they finally start doing it, you, your employer and your clients can no longer as easily take advantage of the market inefficiencies. --Mike Buckley