Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Buckley who wrote (22782)	4/15/2000 9:58:00 PM
From: kumar	Read Replies (3) of 54805

question on valuations : In previous posts , <kumar> : "if i have identified a specific gorilla to buy into, why do i care about todays valuation" <mike> : "Because the market might be wrong, even if it isn't stupid. Another way to put it is that I never ignore the valuation just because I like the company." Mike & Bruce, I have read your posts on this topic. Appreciate the thoughts. I have 1 question, I am still unable to explain to myself : As I understand it, most valuation metrics are derived from earnings and growth projections, typically upto about 2 years out from now. If I want to buy into a chosen Gorilla, with the intention of holding on to it for a lot longer than 2 years (until a discontinuous innovation unseats the Gorilla), to what extent is current valuation important in my purchase decision ? cheers, kumar

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next