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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: RobertHChaney who wrote (47395)	10/2/2001 3:10:45 PM
From: Pirah Naman	of 54805

Robert: GG is one of the best books I have ever read. However, parts of the strategy appear to have failed the big new test applied by the current bear market. I think it may be early to make that call. If the Gs - which is what the strategy would have people invested in at the time of the crash - come out worse than other tech companies post-crash, then it will have failed. Until then, all we are seeing is that at times, all tech stocks get hammered. I do think the book would have been better if the authors had restricted themselves to picking technology winners and not dabbled at all in valuation. Their dabbling at (not really in) valuation has been the cause of most criticism and was probably the least productive part of the book. Since then, Moore has been the most public of the three and the impression I have gotten from his post-book writings is that he isn't very attuned to valuation issues. Johnson has been less public perhaps, but he has made some ridiculous valuation suggestions. Kippola has been silent as far as I can tell (he must be the smart one G). - Pirah

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