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To: Chuzzlewit who wrote (112288)	3/25/1999 3:24:00 PM
From: edamo	Respond to of 176387

chuzz...re financial analysis... you are talking to the wrong guy...barely got out of high school..i try not to over analyze anything..interfers with instinct.. i am results oriented...still don't know why everything has to balance on a balance sheet...can't spend depreciation or amortization or opportunity...any soft number only exists in the minds of the financial geniuses...i only deal with tangibles...numbers can lie..you know that better than i...i follow simplistic advise that my father gave me...."if at the end of the day, you have more than what you started with...then the day has gone well"... i can't assume that which i don't do for the sake of a static point in time comparison ...i not only fool myself with the effect of leverage...but use the cash flow from same to reinvest...comparisions mean nary a thing...as i posted "the whole is worth more than the sum of the parts"...defies conventional general accounting methods...because as in life you can't freeze time and analyze the numbers...they change too rapidly....just like approaching a curve at 100mph plus...do i calculate the slip angle of the tire, coefficient of friction,oversteer/understeer effect,cg shift due to braking....or follow the established line...too much analysis..i'm in the grass at the best... if you analyze too long, the moment is lost..just rehashing what has happened...i look to what will happen.. i invest in great companies...good markets and bad...since the seventies...never used margin...never will...prefer buying cars from those who help me subsidize the purchase... so let's move on to more important themes...those that understand will...those that don't wont...best to you my friend..as always, ed a.