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

To: Thomas Mercer-Hursh who wrote (38159)	1/19/2001 1:51:40 PM
From: lurqer	Respond to of 54805

I had some earlier misgivings wrt to the criteria for W&W candidates, but thought Justin did a fine (perfect was impossible) job. Suspect that W&W means different things to different thread participants and hence the selection criteria tend to get personal. Your "divide and conquer" strategy might sidestep the conundrum. lurqer

To: Thomas Mercer-Hursh who wrote (38159)	1/19/2001 11:43:33 PM
From: Rick	Read Replies (2) \| Respond to of 54805

<<one could have a third portfolio of interesting companies that we judge to be too early in their development to really know how they are going to turn out and thus reduce the issue about whether a particular company makes it in or not by giving it two different places to go.>>> As the WW portfolio requirements expand I believe we really will need a third portfolio. One with very easy requirements. Perhaps only that a company be nominated by 3 thread regulars as worth further study. After all, a company needs to get on our radar screen somehow. And there will be a great number of interesting companies that may even be kings or gorillas (or more likely whose supporters have not yet convinced the thread that they are potential kings or gorillas) who have for some reasons not made the cut. Perhaps it should be called the Study or the Radar portfolio. - Fred