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This site aims to provide further information about the methods used in the study of money managers described in the book. It includes some details of who they were (the sample) and what they were asked (the interview schedule) as well as minimally edited transcripts of the four interviews which were the basis for the discussion of 鈥淔our Fund Managers鈥� in Chapter 2.
The core findings are based on drawing conclusions from the interviews analysed by drawing random examples. Five randomly drawn examples are presented to support each of the core points.
- Methodology, Sample and Examples
- Whom did I interview in 2007?
- 2007 Interview Schedule
- Four Sample Interview Transcripts
- How the Data was analysed and selected for presentation. Randomly generated examples of ratings that support the main findings
- Investment Strategies as covering stories.
- How听satisfied decisions were reported
- Alan Thomas
- Shaw
- Gordon Hamilton
- Leonard Frost
- How dissatisfied decisions were reported. - Managers who told stories about investments with which they were subsequently dissatisfied. Four Random Examples:
- Andrew Smythe
- Norris Lawn
- Gordon Hamilton
- Johnston
- Five randomly selected examples of 鈥淏uy鈥� scripts rated as referring to the 鈥渁mazing characteristics鈥� of stocks:
- Newspaper (Gordon Hamilton)
- OftenDangerousCountry (Nick South)
- Leave it with Us (Fred Bingham)
- BasicResource (Roman Bone)
- CarEngineering (Leonard Frost)
- Five randomly selected examples of 鈥淏uy鈥� scripts rated as referring to the 鈥渟ecure characteristics鈥� of stocks.
- Car (Mark Devereaux)
- Cigs (Quinton Matthews)
- Sound Health Care (Fred Bingham)
- Real Estate (Ashley Crawford)
- GovTel (Ben Hann)
- Five randomly selected examples of 鈥淏uy鈥� scripts rated where the story referred to the respondent鈥檚 idea s/he had in this instance had a 鈥渟pecial ability to see the truth鈥�.
- Fastfoods (George Monroe)
- NewishAir (Ed Morse)
- Long-Short Deal (Tristan Cooper)
- Lend (Duncan Smith)
- Utility (George Monroe)
- Five randomly selected examples of 鈥淏uy鈥� scripts where the story referred to solid trustworthy management features.
- Drains (Morris Lawn)
- Eastern Bank (Colin Menton)
- Eastern Lux (Alan Thomas)
- Houses (Roman Bone)
- LatinTel (Colin Menton)
- Five randomly selected examples of 鈥淏uy鈥� scripts where the story referred to the respondent鈥檚 satisfaction with his/her ability to control their own emotion.
- Not Known Resource (James Talbot)
- Greatsmoke (George Monroe)
- Good Resource (Francine Taylor)
- Goodfoods (George Monroe)
- Very Large Company (Chen Chang)
- Five randomly selected examples of 鈥淏uy鈥� scripts where the story referred to the respondent鈥檚 satisfaction he/she had found a company with monopoly-type power (ref pages).
- Asian Telecom (Charlie Fraser)
- Bright Computer (Andrew Smythe)
- Eastern Bank (Alan Thomas)
- BrightStore (Novak Jones)
- Amazing Glass (Fred Bingham)
