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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (12735)12/13/1999 9:48:00 PM
From: daffydog  Read Replies (2) of 54805
 
Thanks, Mike.

Agree on all points, except that if we search the bins at the front of the Home Depot where they keep the $1.29 pliers, looking for the next MSFT, we will not find it. We won't find it in the mid-priced tools either. And this is where we part paths with the traditional value investor. There is no time in the history of the greatest gorillas where anyone in his or her right mind said, "Gee, this is a really cheap stock." Or even, "This is a fairly-valued stock." The refrain has always been, "This valuation is WAY too much." And the critical error has been underestimating the GAP/CAP area under the curve that drives the valuation of the true gorilla.

MGG
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