Exactly this. My understanding of Paul's philosophy is that sometimes a person or group has the right idea and all the gumption to do it, but might not be at th

Exactly this. My understanding of Paul's philosophy is that sometimes a person or group has the right idea and all the gumption to do it, but might not be at that stage yet. I used to work with a guy who was so hung up on business plans he always wrote me off when I scoffed at his obviously made-up numbers. "Kevin, you're just not going to be making a million dollars by the end of your first fiscal year." and he would arrogantly reply "Of course not, but you need the goal!" This is when one needs to understand the difference between "goal" and "dream" because his so-called business plans didn't support those numbers. Paul has mentioned before that sometimes an idea is early and so there is no real competition to speak of, and very few metrics by which to measure the value. Just a hunch that this will take off to unknown lofty heights and therefore might be worth investing in.