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ValueInvestorToday

08/12/11 2:28 PM

#62 RE: T-R1 #49

"However, I also don't have an access/resources/connections to do DD that an analyst may (for example Geo's on-the-ground research team)."

It's simple, then don't invest in something that you haven't the ability to fully research on your own. There's nothing telling you that you "have to" invest in anything. Why not chose a company that you can gather all detailed data on? Why invest in a company that you must rely on an analysts work to determine the viability of the business? As I said before, if you rely on someone else's analytics, you're setting yourself up for failure from the very beginning.