Seeking Persistent Growth in Technology Investing with Deepwater’s Gene Munster and Doug Clinton
Excess Returns
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How to Use Quantitative Input to Identify Companies in These Quadrants
Doug: We have what we call a base rate bible which is if we look back historically at companies that ended up in quadrant one persisting growth companies sometimes we call them hall of fame growth companies. Doug: i don't know yet how we could factor that kind of quantitative input into our process other than right now we use it as a check against thecompanies we do analyze and say okay if this company does that they're going to be a pretty incredible company.
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