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Subject:  Re: An Introduction Date:  5/14/2015  11:48 AM
Author:  nevercontent Number:  8 of 571

I don't know how much I will be able to contribute, at least to start

Jeb, I know you'll have plenty to contribute :-) At the end of the day, no matter how much analysis one does, the important thing is one's conclusion about the business. And there's certainly nothing wrong with concluding that we just don't know!

Over in RuleBreakers, David Gardner encouraged me to also make CAPS calls on the companies after analyzing them. I've been doing that and will probably continue to do so with these companies too, but my huge complaint is that CAPS doesn't have an "I don't know" option -- it forces you into an outperform or underperform decision, and I think that's unfortunate.

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