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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (16888)2/1/2000 2:04:00 AM
From: om3  Read Replies (2) of 54805
 
Gorilla growth in efficient markets

Hi Mike,

Thanks for the pointers to the GAP/CAP charts in the RFM. As I look over them again the one that stands out and seems most illustrative of your argument is the one on page 120. I interpret it as saying that the gorilla aspects of the company enable it to continually expand its CAP and GAP as time moves forward. If that happens, I absolutely agree that the rational valuation based on that growing GAP/CAP will grow at the extraordinary rate of the company rather than the risk-adjusted market rate. It does seem that for that to happen, though, the company must continually surprise the market and force continual upward re-evaluation. I guess the ability to continually do that is what makes gorillas special!

--Steve
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