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OK, Bill Mann, I'm confused.

I joined GG a few months ago after reading your trip reports on the Asia trip and getting excited about the potential of that region, especially China. For a variety of reasons, I've not taken any action on my membership until now.

Well, I'm ready to get started, so I began by re-reading your report on "China's New Billion-Dollar SSEs", in which (I thought) you recommended GSI, CSR, and possibly AOB. That was late June. When I look at recommendations published in the actual newsletter, only GSI shows up, and then not until the August edition.

What am I missing? Are the SSE's "unofficial" GG recommendations? Were they "watchlist" picks that may be officially recommended at some future date?


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