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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (45003)7/31/2001 10:48:58 AM
From: JHP   of 54805
 
<<As you know, there are occasionally huge disconnects between how investors value a company and how its fundamentals are progressing. >>
we just went thru a HUGE bubble where valuations were
severly disconnected from the fundamentals.
what about historical valuations??
do you expect the bubble to return?
regards
john
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