GREY:SNIOF - Post by User
Comment by
hedge8on Dec 08, 2015 8:10pm
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Post# 24367177
RE:RE:Samsung 3DGO!
RE:RE:Samsung 3DGO!
Sailor - I always assumed our due dilligence efforts were similar, even if our conclusions were different. i.e., constantly speak to as many people, past and present, who work or who have worked at the company, at TV manufacturers, in the media, in the distribution channels, at partner companies, customers, and at inventment houses, to come up with a conclusion on whether to bet, raise or fold. That's how I invest and that's where I get my data which I base my conclusions. And in doing so one can gather information that the simple or average investor won't or can't appreciate simply reading past financial statements. It's called the mosaic theory. It's a lot of work to put it all together but the payoff is worth it.
Based on a number of conversations I've had, diredtly and indirectly, I can say with confidence that Samsung downloads are doing well. I'm fairly confident many on this board are interested to hear my conclusions. If guys like Polebrook want to base their own investment conclusions on the past (financials) and obviously erroneous information (Samsung website) I'm ok with that as well as that's what makes a market.