Subject: Re: OT: big companies
They had their losers, but it really wasn't that hard to figure out a good mix to build a portfolio, from the favorites of TMF at the time.

TMF had several portfolios like Rule Maker and Rule Breaker. One of the portfolios (probably Rule Breakers) was a lot like Saul's is today - made up of companies the Gardners thought would be big winners in the Internet and WWW era. Among their popular picks in those days were IOMEGA & AOL.

You were unusually skilled in picking so many winners and avoiding the big losers. You had very uncommon sense - in the 3 sigma territory.