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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: pann1128 who wrote (22772)4/14/2000 10:17:00 PM
From: Mike Buckley  Read Replies (3) of 54805
 
Piyush,

Again, not trying to catch bottoms, but trying to asses reasonable valuations when I make the initial investment.

I agree wholeheartedly.

It's been a long time since I've added a new company to my portfolio, but if I were in a position to do so I would first compare valuations of like Gorillas or Gorilla candidates. As an example, if I felt I needed a silverback, I would look at all of the silverbacks' business fundamentals and valuations. If I found a valuation that was comparatively low that I felt was so due to a market inefficiency, I would be tempted to buy that one instead of one of the higher valued silverbacks. If all of them had valuations that were uncomfortably high I would look at younger Gorillas before making an investment decision.

I hope I have been sufficiently vocal in the folder all along that:

1) I've never believed that any time is a good time to buy a Gorilla regardless of valuation; and
2) I've always believed that valuation DOES matter.

--Mike Buckley
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