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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: pompsander who wrote (12667)12/13/1999 12:14:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
pomsander,

I enjoyed your post about the "pros."

One of the traditional thoughts you put under the microscope was that "modern portfolio theory requires reversion to the mean." I'm curious what they'd have to say about Moore & Gang's assertion that valuations of network effects revert to the extreme. Never mind. In truth, I don't have the slightest interest in what they have to say about it. :)

--Mike Buckley
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