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No. of Recommendations: 3
Hi Bruce,

I realize that the Rule Maker is a separate and distinct strategy. Anyway, I wanted inject some fundamentals into the process. I did not want to mislead people into thinking that I was melding the two processes. Sorry if I led you (and others) to that conclusion. I personally would pick BRCD on GG merits alone. However, it is fun to try and find companies that have the potential to be Rule Makers. I think the market is large enough and the revenue run rate to push them to $1 billion in sales. I am personally not interested in $150 billion Rule Makers. I am interested in the $10 billion Rule Maker that could be the $150 billion Rule Makers. I guess we call these emerging Rule Makers. This is my style, not Tom's.


John Del Vecchio
Investment Research Fool
The Motley Fool
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