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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote ()4/22/2000 2:34:00 AM
From: shamsaee  Read Replies (2) of 54805
 
Just got done reading the quarterly reports from Elon,MSFT.I hold elon at a cost of 82.I parted with msft in January due to its current legal problems.Upon looking at both reports,I came to the conclusion that,I must have been struck by dumb syndrome to have made the above decision.We have recently discussed valuations in detail and some have even questioned the ltb&H approach given the recent market correction.I have read many views and analysis on why the market, that every one loved a month ago is suddenly shunned by those same people.I have even read the conspiracy theories of how the MM have used FUD to load up inventories at cheap prices.

Being honest with myself,I can't even justify Elon being at current valuations at 1.2 BIL with 11.6 mil in total revenues and still losing money.I believe,Had I applied the GG fundamentals and proper valuation ,I would have never made the purchase.

The moral of the story is that LTB&H approach is not what we should question but rather some of our investments in speculative and overvalued stocks due to greed and lack of DD.We should also take full responsibility for a poor investment and look for remedies and try and not repeat the same mistake.
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