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Hello GGers:

I've been very busy with the Biotech Seminar, it reached tornado this week with 100+ participants per team.

I noticed that our very own Bruce Brown (a man with a heart that big could never be a post-bot) won another well-deserved Post of the Day honors (I've lost count of how many times BB has made the POD list).

BB discusses JNPR and the valuation of Gorillas and Kings in tornado markets:
Here's the post in the JNPR board:

Busy biotech xerohype

P.S. I'm heading a project to start a portfolio of Gorillas that meet Rule Breaker and Rule Maker criteria. Phileo (Albert) is helping out with this project. We will be researching candidates over the next few months and buying on Jan. 1, 2001.

Kua`aina Partners New Alternative RM and RB portfolios (KARM and KARB):
NEW KARM criteria:
NEW KARB criteria:

Anybody is welcome to join our project or comment on our criteria, it is a work in progress.


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