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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (2966)	1/28/2002 11:44:17 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 4690

Shane, >OT: I can't keep up with the G&K thread, >way too much activity - I take it you play the game a bit? G&K is definitely not "off topic" on Buffettology thread. And I am trying to persuade G&Ks that Buffettology is not "off topic" on G&K thread. :-))) At least its valuation aspect... ;-))) I buy G&Ks only as other Buffettology companies. I don't look for tornado and I do apply the same rather strict valuation criteria. I sometimes relax my criteria on G&Ks a bit, but not much. >I actually just ran some screens looking for companies >in tornadoes to see what new faces arrive. >Is a French company called Wavecom WVCM one > being discussed over there? No. That's the first time I see it mentioned. You may try asking on G&K, though they are skeptical about new G&Ks and will ask YOU to provide (mini)Hunt report when suggesting totally new company. Which is quite some work, though possibly enlightening. Since my Buffettology criteria restrict me to old silverbacks, I don't have a problem with that. :-) OTOH, you may get a quick reply since there are a lot of people there following QCOM and overall wireless area. There are even people bending the rules. E.g. WVCM does not satisfy 10B market cap requirement for G&K, but some people are fine with that. ;-) Jurgis - happy hunting!