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Investors' Roundtable / Rule Maker Companies


Subject:  Re: Yahoo analysis? Date:  2/19/1999  2:31 PM
Author:  MiwyserthanU Number:  1835 of 8329

The beauty of it all is that if we are wrong, as managers of this portfolio,
we've risked just 6.6% of our total assets -- after having shored the
portfolio up with dominant companies that stand to benefit from the
changes in today's business world. Pretty Foolish, I think.

Tom, that is a Gobelli thing to say. Are you turning the Rule Makers into a WISE mutual fund? Hey as long as your throwing 6.6% here and there, I've got this Bridge for sale . . .

The best way to get past a mistake is to admit it and move on. You jumped the gun on Yahoo. Admit it and move on. Big deal.
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