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[sharechat] Buffet/Focus Investor Analysis


From: "Philip Robinson" <robph639@student.otago.ac.nz>
Date: Fri, 13 Oct 2000 21:29:00 +1300


To all those following the Buffet/Focus Investor thread,

It is a Friday night and I thought I would take a break and do some of the
work on the table. I have come across a potential area of uncertainty when
allocating the points. As far as awarding points on the perceived adequacy
of management I thought that every company would get a 2, on the 1,2,3
scale, except those that there was a consensus amongst people that
management was particularly bad or particularly good.

So I call for some suggests as to companies who people believe have
extraordinarily good and extraordinarily bad management, now don't all you
Fletcher Challenge shareholders pipe up at once, but I was also looking for
good companies. Also bear in mind that I am trying to examine all the
NZSE40, although many will not make the grade for a number of reasons. I
will start with some suggestions that you can see what you think of:

Good:
Baycorp Holdings Ltd.


Bad:
On second thoughts maybe people should mail me directly.


Phil



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