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

To: Jurgis Bekepuris who wrote (47902)	10/15/2001 1:51:48 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

You don't. And I don't care about such companies. Too much risk. I.e., excluding 98% of the companies we discuss here. you want some illusionary beast that does not exist. I guess I haven't been communicating very effectively. I am not looking for a magic bullet. As Pirah has noted, most of the diligence comes before one has narrowed the field enough to bother calculating anything. But, a number of different methods have been proposed here to help us in making buy or sell decisions once we have gotten to that point and all I am trying to do is figure out which, if any, actually behave in ways that I would find useful. Obviously, any method applied to an early stage company will have less certainty to it than one applied to a mature company. Hence the reason that some of us want to wait until a company is some degree well into a tornado before investing. But, if a company is of interest and one either buys or declines to buy at an early stage, that doesn't mean that one can't keep coming back to that company and updating the analysis to see if one would do something different at a later time.