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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: daffydog who wrote (12732)12/13/1999 8:34:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
MGG,

The manual begs to differ about value investors.

You have rapidly become the #1 person to validate or invalidate thinking by going directly to the manual. It's great having you around!

However, I beg to differ with the authors. Nah, I just differ. I don't beg. :)

I think they are using too narrow a definition of the term, value investors. Being a value investor, I think I know a little bit more about me than they do. :)

If the authors simply referred to traditional value investors using that definition, we'd agree for awhile. As the manual gradually catches on, it will in due time become a tradition to go gorilla hunting. Some day our form of value investing we call gorilla gaming will be just another highly recognized tool.

To validate my contention that gorilla gaming is value investing, it's important to understand the chapter titled "Understanding the Stock Market." First, it is no accident that the subtitle of that chapter is "The Valuation of Competitive Advantage." The "value" part of gorilla gaming is understanding the present value of the CAP and the GAP, all of which is a discounted cash flow analysis, the most traditional of all metrics and one that such traditionalists as Warren Buffet and Charlie Munger have always used to propel their Berkshire Hathaway to great financial success.

HRUMPH!!!!!!!! :)

--Mike Buckley
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